Financial Planner, Shanghai

Independent Resourcing Consultancy
Permanent Shanghai, Shanghai Financial Specialists
Posted:
June 11, 2026
Location:
Shanghai, Shanghai, China

Job Description

Job Description

Our client is an esteemed International Wealth Management firm seeking an experienced and certified Independent Financial Advisor to join their team in Shanghai, China.

The selected candidate will be responsible for delivering specialized financial guidance to clients, assisting them in achieving their financial goals and strengthening their financial security.


This opportunity in Shanghai includes the following highlights:


- Collaborate with a leading and globally recognized Wealth Management firm.


- Offer expert financial advice to a diverse clientele, supporting them in attaining their financial objectives and securing their financial futures.


- Utilize your experience and qualifications, such as CFP, CFA, or other relevant certifications.


- Engage in a collaborative and supportive work environment that promotes professional growth and development.


- Competitive compensation...

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Job Overview

Job Type: Permanent
Location: Shanghai, China
Posted: June 11, 2026
Deadline: July 21, 2026