Wealth Manager

St. James's Place – Asia & Middle East; Hong Kong; On-site; HKD 900,000 - 1,400,000; Full time

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.

Skills

Client communication

Interpersonal skills

Relationship management

Financial product knowledge

Education

Bachelor’s degree

Job description

Understanding and managing your wealth should be simple.

That’s why we make it personal. At SJP, we specialise in providing you with high-quality advice, from high-quality professional advisors, to help you achieve your life goals. This is supported by access to our leading range of investment products and services.

However, we aren’t just about investments. Discover how it feels to be at the centre of an expert network. What we offer our clients is relationship-based advice covering a range of financial needs, including ensuring you and your family are well-protected in case life throws you a curveball. Our expert advice is supported by leading investment management, and a focus on consistent, sustainable, long-term returns.

About the Job

Your role as a Wealth Manager is that of an advisor to clients, and it is our responsibility to ensure you are confident in offering broad and skilled advice covering a range of financial planning including investment management, retirement planning and wealth protection planning.

Responsibilities

Partner with in‑house specialists and subject matter experts to provide clients with holistic financial planning and wealth solutions across investments, protection, and estate structures.

Provide Expertise in Protection & Planning

Serve as a subject matter expert on insurance products and advanced financial planning concepts, supporting clients with high quality, tailored recommendations..

Stay Current on Market & Regulatory Developments

Maintain up-to-date knowledge of new products, market trends, regulatory updates, and tax changes to ensure all advice is timely, relevant, and fully compliant

Client & Partner Communication

Offer exceptional communication and service to clients and internal teams, ensuring smooth case handling, clear explanations, and consistent client engagement.

Develop and implement investment strategies for clients, including solutions such as bespoke portfolio structures.

Support clients in structuring assets for multi‑generational transfer, including the establishment of trusts to preserve wealth and legacy.

Design strategic tax efficient solutions to minimise liabilities and enhance clients’ long-term, after-tax outcomes.

Requirements

• Bachelor’s/University degree from a recognised institution or equivalent academic qualifications.
• 5-8 years of experience in insurance and investment product sales required. Offshore experience would be advantageous.
• Broad understanding of financial services, product solutions and all aspects of planning strategies and concepts.
• Client-centric skills including excellent interpersonal, verbal and written communication skills.
• Accreditations: SFC 1, 7, 8, 12 – IA 1, 3, 5 required.

We give you the confidence to create the future you want. For our clients, it’s about helping them to plan, grow and protect their financial futures. For our Partnership, it’s about empowering them to build the business they want. And for you, it’s about supporting you to chart your own unique career path.