Please send your CV / résumé and a cover letter to

Financial Coordinator

B2C Sales (Consumer)
Work Type
Full Time / Experienced (Non-Manager)


  • English: Native level
  • Must currently reside in China
  • Visa sponsorship available


Crystal Asset Management is looking to recruit native English speakers for financial planning coordinators / consultants for our Shanghai office.

Although successful candidates will be given the appropriate training in financial services, the person filling the post will ideally be someone who has previously worked in client- facing roles before.

Outstanding communication skills are among the most important attributes of the successful candidate.
A sense of organisation, determination, a flawless work ethic and a proven ability to excel beyond targets and deadlines is essential to become a success in the role.
Successful candidates would need to be self-confident and assured, especially when it comes to telephone communications. Importantly, they must also be willing to relocate to one of our global offices.
Working alongside an appointed Financial Planning Consultant, you will help them to secure appointments through extensive networking and area-based client research.

The role also includes:

  • Developing and generating client leads
  • Promoting the company’s services
  • Booking appointments with potential clients
  • Closely liaising with financial advisors and various investment institutions

We will also provide you with comprehensive training which will allow you to progress within your role as a coordinator. Moreover, should you wish to develop your role within the company, we will train you as a financial planning consultant further down the line.

This is a fantastic opportunity for a highly-motivated individual to move into the financial services industry and becoming part of the world’s leading independent financial consultancy.

Salary & Benefits:

  • Negotiable
  • Commission Based

This role is uncapped commission and offers a basic salary This is a full-time position with excellent benefits
Full Working Visa provided

Please get in touch if you would like some more information regarding this role.