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Trainee Financial Consultant

Posted 2 months ago - 2868 views

Being a financial Consultant is a great career for a young ambitious graduate. Many consultants earn in access of $250,000 a year ’ tax-free’ depending on your situation, building a skill set that allows them to work in numerous countries worldwide and help hundreds of expats save invest wisely and save for their retirement. Successful candidates will benefit from gaining invaluable practical experience in working with International Investors globally. You will also be working directly with experienced 'Partners and Senior Partner’s’ assisting them with their clients’ financial issues. By doing this you will advance your networking, client-management and business-development skills.

Success and target driven
Highly motivated
Ability to work in a sales environment
Previous sales experience preferred
Role and Responsibilities:
Strategic Business Development
Business Growth
Contact Building

Lead Generation
Driving Business Forward
Client Management
Client Relationship Building
Trainee Schedule

Our aim is to help you to achieve full competence in all aspects of the Consultant role by the completion of your training as well as through completion of the recommended recognized qualifications specific to the Asia Pacific region.

You can expect to cover the following during your training:
| To build a database of potential clients
| To arrange appointments with potential clients
| Providing tailor-made investment advice and financial planning services
| Planning and executing clients investment portfolio to maximize profit
| Providing tailor-made financial solutions to clients
| To develop and execute business plans
| To develop and maintain close relationships with new and existing clients
| Client servicing and general administrative duties

Applicants must qualify for a working visa, under current requirements. Please apply with a full resume and contact details, Ideally, you will already be residing in China and must have 2 years of working experience after your graduation date.

Skills: Sales, Marketing, Business development, consulting
Language: English


no work experience required
no degree specified
full-time job
10000 - 12000 RMB/Month
shanghai , shanghai


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Logo of AMA

Trainee Financial Consultant in shanghai

~ 0 years experience required - none - full-time - shanghai, shanghai