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Wealth Advisor at Hexagone Shanghai

Wealth Advisor

at Hexagone Shanghai

City: Shanghai
Type: Full time
Seniority: Junior

Description

Your Mission Within the Group, you will develop your own advisory practice. Your responsibilities will include:

  • Develop and structure your portfolio of clients by leveraging your existing network and through direct prospecting initiatives
  • Establish and develop long-term relationships within HNW and VHNW networks.
  • Mastering the full range of solutions offered by the Group
  • Conducting an in-depth wealth assessment with your prospects 
  • Designing and implementing international strategies tailored to clients’ objectives
  • Maintaining long-term relationships through structured reviews
  • The early years are focused on building your client’s portfolio aligned with the group’s standards.
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Requirements

Profile We seek professionals who:

  • Demonstrate strong business development capabilities • Are attracted to meritocratic, performance-driven models
  • Have at least two years of experience in wealth management or related fields
  • Show discipline, resilience, and maturity 
  • Are fluent in English
  • Hold a master’s degree in finance, Business, or equivalent

This Role Does Not Suit You If 

  • You seek an existing portfolio without business development responsibility
  • You prefer a strictly salaried environment with limited commercial exposure
  • You are not prepared for the intensity required to build an independent advisory practice

This Opportunity Is for You If

  • You wish to build your own portfolio and professional reputation
  • You aspire to evolve beyond traditional career trajectories
  • You seek a selective environment built on excellence and responsibility
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Benefits

What We Offer

  • A performance-based remuneration model with no ceiling
  • Real autonomy within a structured regulatory framework
  • Direct mentoring from senior Partners
  • In-depth technical training
  • International environment with mobility opportunities
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Application Instructions

Our development strategy is simple: we build our future leaders internally. Those demonstrating sustained performance and leadership may accompany the opening of new offices and ultimately lead them.
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Posted By:
Hexagone Shanghai
Present in France, the United Arab Emirates, China, and Malaysia, Hexagone Group is an independent international private wealth house.

Our development is built upon a constant pursuit of excellence, rigorous regulatory discipline, and a constant cross-border approach. We operate under an open-architecture model, carefully selecting banking, insurance, real estate, and alternative partners to deliver precisely structured international solutions to our clients.
We advise an international clientele of executives, entrepreneurs, and families on investment, structuring, and wealth transmission matters. Our approach is grounded in independence of advice, quality of execution, and a long-term patrimonial vision.

We uphold a simple conviction: private wealth management requires both high institutional standards and a responsible entrepreneurial spirit.

https://www.hexagone-group.com/

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