Senior Wealth Advisor: Holistic Planning & Legacy

St. James's Place – Asia & Middle East

Hong Kong

On-site

HKD 900,000 - 1,400,000

Full time

4 days ago

Be an early applicant

Application generator

An application made for this job — a tailored resume and cover letter that speak straight to the posting.

Get past ATS filters

Job summary

St. James's Place – Asia & Middle East in Hong Kong is seeking a Wealth Manager to advise clients across investments, retirement planning and wealth protection, working with in-house specialists to deliver holistic solutions.

The role requires 5–8 years in insurance and investment product sales, a recognised degree, and SFC accreditations. You’ll provide tailored recommendations and maintain up-to-date market knowledge in a client‑centric environment.

Qualifications

Bachelor’s/University degree from a recognised institution or equivalent.
5–8 years of experience in insurance and investment product sales.
Broad understanding of financial services, product solutions and planning concepts.
Accreditations: SFC 1, 7, 8, 12 – IA 1, 3, 5.

Responsibilities

Partner with in‑house specialists to provide clients with holistic financial planning and wealth solutions across investments, protection, and estate structures.
Serve as a subject matter expert on insurance products and advanced financial planning concepts, supporting clients with tailored recommendations.
Maintain up-to-date knowledge of market, regulatory updates and tax changes to ensure compliant advice.
Offer exceptional communication and service to clients and internal teams, ensuring smooth case handling.