Senior Wealth Advisor: Holistic Planning & Investments

St. James's Place Wealth Management; Santo Niño 1st; On-site; PHP 1,000,000 - 1,800,000; Full time

Job summary

St. James's Place Wealth Management is seeking a Wealth Adviser to advise clients on holistic financial planning, including investments, retirement, and wealth protection.

You will partner with in-house specialists to deliver tailored advice and build trusted relationships. You will stay current on market trends and regulatory changes, communicate clearly with clients and internal teams, and design investment strategies, estate plans, and tax-efficient solutions that help clients grow and

Qualifications

• Bachelor’s degree or equivalent.
• 5–8 years of experience in insurance and investment product sales.
• Accreditations: RES5, CM-CIS, CM-LIP or CM-LIC, HI.
• Offshore experience is advantageous.
• Broad understanding of financial services and planning concepts.

Responsibilities

• Deliver comprehensive wealth advice across investments, protection, and estate structures.
• Provide expertise in protection and planning with tailored recommendations.
• Stay current on market developments, taxation, and regulatory changes to ensure compliant advice.
• Maintain excellent communication with clients and internal teams for smooth case handling.
• Construct and manage investment portfolios and bespoke structures for clients.
• Assist clients with estate planning and succession advisory.
• Design tax-efficient solutions to minimise liabilities and enhance after‑tax outcomes.

Skills

Interpersonal skills

Verbal communication

Written communication

Education

Bachelor’s degree

Job description

St. James's Place Wealth Management is seeking a Wealth Adviser to advise clients on holistic financial planning, including investments, retirement, and wealth protection.

You will partner with in-house specialists to deliver tailored advice and build trusted relationships. You will stay current on market trends and regulatory changes, communicate clearly with clients and internal teams, and design investment strategies, estate plans, and tax-efficient solutions that help clients grow and