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Published 2023-09-18 14:57 2023-09-18 14:57:53 2023-10-18 14:57:53
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 Capital is an international and independent wealth advisory firm with offices in Shanghai, Hong-Kong, Dubai and Paris. Our mission is to assist executives and their families in structuring and managing their assets worldwide. Our expertise covers all real estate, financial and alternative investment vehicles, which guarantees our clients sustainability and security in our diagnoses and recommendations. Our DNA is the defense of our clients’ 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.
Nanjing West Road 1788, 7F, Jing'An District, Shanghai, China


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