Trainee Advisor
(Ref: TA001)
Beijing / Shanghai

Job Description

Who Are The Montpelier Group?

The Montpelier Group are a global financial planning and asset management firm founded over 20 years ago in London. Globally we have assets under management of over $2bn and a sales team of over 500 people. 

Five years ago we entered the China market by establishing offices in Beijing and Shanghai with a team of dedicated client focused Advisors, who were trained to the highest quality on how to advise, sell and manage offshore investments to the expatatriate business community.

From the heart of Beijing's central business district we continue to grow and establish a firm base as one of Beijing's leading financial services companies. We are now looking to add to our team with young, exciting and talented people capable of meeting the high standards that we set for ourselves. 

Responsibilties and Qualifications

We are looking for: 

  • Young, self-motivated sales people who can approach clients through various means of marketing, networking, telephoning and direct sales.
  • People who have experience in creating sales over the telephone and can confidently project themselves in a professional business manner.
  • Those that already have some face-to-face sales experience.

Compensation and Benefits

Subject to minimum probation periods being completed this job will offer: 

  • A full working visa for China
  • Increasing compensation structures through commission
  • Minimum OTE of $30,000 p.a.
  • Full on the job training with a view to becoming a Qualified Financial Advisor.




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