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Published 2023-01-12 14:01 2023-01-12 14:01:20 2023-02-11 14:01:20
Wealth Advisor
  • Fulltime in Shanghai | Office
  • Salary: From 18,000 ¥
  • Candidate Location: Overseas candidates welcome

Job Description

As a Wealth Advisor you will be providing clients with in-dept advice on how to balance their assets over the medium/long term. This role involves strong business development skills and analytical skills to recommend the most appropriate strategy and services available, ensuring that clients are fully aware of their benefits.

You will work with our clients on positive life changing decision.

Job Responsibilities include, but are not limited to:

  • Generate new relationships and new business opportunities through networking, cold calls and referrals
  • Conduct in-depth reviews of your prospective clients’ personal financial circumstances, current provision, and long-term goals
  • Provide a best-in-class service experience to high-net-worth clients. This entails frequent communication both verbally and in writing
  • Coordinate timely investment process of new accounts within internal guidelines
  • Other duties as assigned and participation in team projects designed to streamline firm policies and procedures

You will be trained by a Partner until you are ready to work on your own.


  • Competitive fixed salary
  • Bonus package (up to 500% of salary)
  • Full international health insurance benefits
  • Chinese working visa
  • Other allowances to be discussed


  • Fluent in French and English
  • Bachelor’s degree in Finance, Business or Economics
  • >2 years of experience in finance or business development
  • Excellent written and verbal communication skills
  • Strong organizational, analytical, and interpersonal skills
  • Ability to excel in a fast-paced, team environment
  • Proficiency in Microsoft Office is a must

Application Instructions

Please send your application (CV and cover letter) to addressed to Dennis CERAGIOLI, in charge of recruitement.

Hexagone Capital

Hexagone Shanghai is an international advisory based in China, Hong-Kong, and France. We assist families, executives and business leaders in structuring and managing their assets worldwide.

Our expertise is based on all the real estate, financial and alternative investment vehicles, guaranteeing our clients sustainability and security in our diagnoses and recommendations.

Our DNA is the defense of our client’s interests. Backed by personalized service, we are committed to maintaining a long-lasting relationship with each of them.

For more information, please visit our website:

Hexagone Shanghai est un cabinet international de conseil basé à Shanghai, Hong-Kong et Paris. Nous accompagnons les familles, les dirigeants et les chefs d'entreprise dans la structuration et la gestion de leur patrimoine dans le monde entier.

Notre expertise s’appuie sur l’intégralité des outils patrimoniaux immobiliers, financiers et alternatifs, garantissant à nos clients pérennité et sécurité dans tous nos diagnostiques et recommandations.

Notre ADN est la défense des intérêts de nos clients. Fort d’un service personnalisé nous nous engageons à maintenir une relation durable avec chacun d’entre eux.

Nous sommes fiers et tenons fermement à notre approche responsable. Nous nous engageons dans une méthodologie performante et respectueuse de l'environnement.

Pour plus d’informations, visitez notre site internet :

Office Address:

Nanjing West Road 1788, 7F, Jing'An District, Shanghai, China


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