Financial advisor, Spanish speaker, Visa & Relocation Support, Exclusivity role!

Recruitment Apple Lovers is a leading recruitment agency based in Portugal. We specialize in connecting top talent with innovative companies in various industries. Our team is dedicated to finding the best candidates for our clients and providing exceptional service.

We are currently seeking a Financial Advisor to join our Asian team.
The ideal candidate will have experience in Finance or Business development role. This is a full-time, 1 year contract, renewable, with opportunities for growth and development within our company.

The Company:
Our client is France's top independent advisory in Asia, with offices in Shanghai, Hong Kong, Dubai, and Paris. They assist families, executives, and leaders in managing global assets, offering expert advice on real estate, finance, and alternative investments. Focused on personalized service, they build long-term trust and prioritize their clients' best interests.

As the client is experiencing rapid global expansion, we are seeking motivated Financial Advisor on their behalf, eager to join their team at one of their offices.

Position: Financial advisor, Spanish speaker
Location: Shanghai, China ( Company is arranging a work visa. )
Employment: Full time / 1 year renewable
Date of start: Ideally September 2025
Remuneration: To discuss expectations

Overall Purpose

As a Financial Advisor you will be providing clients with in-dept advice on how to balance their assets over the medium/long term. This role involves strong business development skills and analytical skills to recommend the most appropriate strategy and services available, ensuring that clients are fully aware of their benefits.

You will work with our clients on positive life changing decision.

Job Description:

• Generate new relationship and new business opportunities through networking, cold calls and referrals
• Conduct in-depth reviews of your prospective clients personal financial circumstances, current provision, and long-term goals
• Provide a best-in-class service experience to high-net-worth clients. This entails frequent communication both verbally and in writing
• Coordinate timely investment process of new accounts within internal guidelines
• Other duties as assigned and participation in team projects designed to streamline firm policies and procedures

You will be trained by a Partner until you are ready to work on your own.

Job Requirements:

• Native Spanish and Fluent in English
• Bachelors degree in Finance, Business or Economics
• >2+ years of experience in a Finance or Business development role
• Excellent written and verbal communication skills
• Strong organisational, analytical, and interpersonal skills
• Ability to excel in a fast-paced, team environment
• Proficiency in Microsoft Office is a must
• Willing to relocate to Shanghai, China

Benefits:

• Excellent remuneration package based on experience, skills and performance.
• Relocation support and visa arrangements
• Be part of a dynamic and creative team with positive and friendly atmosphere.
• Guidance and tools to reach your full potential.
  
  

Are you open to relocating to a rapidly growing country to explore a new culture and embrace exciting international opportunities?

If interested, don´t hesitate to send us your CV ;)!