Junior Wealth Advisor

Build a Global Career in Wealth Management

Are you ambitious, commercially minded, and looking for a career with genuine international opportunities?

deVere Group is one of the world's leading independent financial advisory organisations, supporting over 100,000 clients across more than 100 countries, with in excess of $10 billion under advice and administration.

As our business continues to grow across Asia, we are seeking driven individuals to join our Shanghai office and develop into the next generation of Wealth Advisers.

Whether your background is in sales, business development, finance, or client relationship management, this role offers a structured pathway into a rewarding and highly respected profession.

The Opportunity

You will work directly alongside some of our top performing Area Managers and Senior Advisers, gaining hands on exposure to every aspect of wealth management while developing the skills, knowledge, and qualifications required to become a fully qualified Wealth Adviser.

Our industry leading training programme combines practical experience with internationally recognised professional qualifications, giving you the tools to build a long-term career within a global organisation.

Successful candidates who achieve their development goals and pass the required examinations will have the opportunity to progress into an advisory role, managing their own portfolio of clients.

Key Responsibilities:

- Support Senior Advisers in identifying and engaging potential new clients across China
- Generate new business opportunities through networking, digital outreach, social media, and lead generation initiatives
- Coordinate and manage client appointments, follow ups, and onboarding processes
- Assist advisers with client servicing, documentation, and ongoing relationship management
- Work closely with administration, compliance, and support teams to ensure an exceptional client experience
- Contribute ideas and initiatives that help drive business growth and client acquisition
- Complete professional development milestones and industry recognised qualifications within your first year

What We're Looking For?

- Strong communication and relationship building skills
- Previous experience in sales, business development, finance, account management, or client-facing roles
- Motivated, ambitious, and target driven mindset
- Confidence communicating by phone, video conference, and in person
- Strong organisational skills and attention to detail
- A proactive approach and willingness to learn
- Minimum Bachelor's Degree and at least 2 years of professional work experience

Career Development:

- Structured pathway to becoming a fully qualified Wealth Adviser
- Internationally recognised industry qualifications
- Mentorship from experienced advisers and business leaders
- Exposure to a global client base and international financial markets
- Long term career progression within a growing international organisation

Visa Requirements:

- To qualify for a China work visa, applicants must hold a Bachelor's Degree or a Master's Degree and have a minimum of 2 years' professional work experience following graduation.

- Or hold a Masters Degree from a Chinese University and have graduated within 1 year

If you're looking for more than just a job and want to build a global career with a market leading financial services organisation, we'd love to hear from you.

Please apply with your CV/resume.

Only successful candidates will be contacted.