Financial Consultant (International Business Focus)

We are looking for driven financial professionals to join our International Business Team. At Everest, we don’t just manage wealth; we build lasting legacies for global high-net-worth families. You will be joining a team led by an Executive Senior Manager with over 10 years of experience and a Lifetime MDRT member, ensuring you have the mentorship needed to succeed in the High-Net-Worth families arena.

Why Join Us?

• Specialized Platform: Access to a suite of products tailored for the International Business segment, specifically catering to the unique needs of global high-net-worth individuals.
• Mentorship & Growth: Learn from a leadership team with a Master of Science in Asset and Wealth Management (NTU) and CFP® credentials. We provide structured knowledge transfer to help you navigate complex advisory scenarios.
• Regional Exposure: Opportunity to engage with a diverse, global clientele, building professional connections that transcend borders.
• Entrepreneurial Rewards: A performance-based compensation structure that rewards your expertise, dedication, and the value you bring to your clients.

About the Role

• Provide holistic financial planning and wealth management solutions to HNW/UHNW clients, ensuring high service delivery standards.
• Keep abreast of market trends and regulatory changes within the regional financial landscape to provide sound and compliant advice.
• Actively identify and cultivate relationships with individuals within the international/regional business community.
• Occasional travel may be required for networking events and client engagement activities.

About You

• Linguistic Proficiency: Fluency in Mandarin (spoken and written) is essential to effectively manage and advise our significant portfolio of Mandarin-speaking regional clients.
• Professional Experience: Minimum 2 years of experience in the banking, investment, or insurance sector.
• Cultural & Market Insight: Deep understanding of the financial habits and cultural nuances of clients within the North Asia / Regional markets.
• Strategic Networker: Possess an established professional network or a clear plan for client sourcing within the HNW/UHNW community is advantageous.
• Education: Bachelor’s degree or equivalent with a record of professional achievement.
• Qualities: Self-motivated, goal-oriented, and committed to maintaining the highest standards of professional ethics and compliance.

DRC/REC/2026/1205/09