Wealth Management Consultant

  • Basic + Incentives + Bonus + Commission
  • Pékin, Beijing, Chine
  • CDI, Plein-temps
  • HCGI PTE. LTD. , Numéro de Licence EA : 17C8764
  • 23 janv. 18 2018-01-23

This is an excellent opportunity for passionate individuals in the Financial and Wealth Management industry with travel and relocation opportunities. We are opening positions for potential candidates in Beijing, Shanghai and other areas of China. With our almost 30 years of experience, we have proven systems to train you to be a successful Wealth Management Consultant. We also provide full support to help you achieve your career goals and financial freedom while we work hand in hand to expand our presence in the region.

  • To open up new markets and develop strong working relationship with clients
  • Assess clients' financial situation
  • Develop financial strategies by guiding client to establish financial goals
  • Matching goals to situation with appropriate financial plans
  • Provide professional advice and recommendations to clients.
  • Maintaining personal networks and customer relationship
  • Exploring opportunities to add value to job accomplishments
  • Provide financial management information
  • Participating in educational opportunities; reading professional and technical publications so to always stay connect with the industry

Work locations:

  • Beijing
  • Shanghai
  • Other areas of China


1.       Efficient and committed to the tasks given

2.       Enthusiastic team player

3.       Good communication & interpersonal skills

4.       Good database of high net-worth clients

5.       Minimum 2 years of working experience

6.       Similar experience in the bank or other financial roles/industry

7.       Self-motivated, competitive, positive and high willingness to learn

8.       Possess entrepreneurship



1. Basic + high bonus and commission

2. Overseas incentive trips

3. Awards and Recognitions

4. Overseas postings available

5. Promotion in 1-2 years for high performers


This role will require you to receive your training in Singapore for the first 3 months, thereafter you will travel between Singapore & China up to a 30% SG / 70% CN basis.