Wealth Adviser

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

About Us

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 Adviser 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.

Key Responsibilities

• Deliver Comprehensive Wealth Advice: 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 newproducts, 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.
• Portfolio Construction & Management: Develop and implement investment strategies for clients, including solutions such as bespoke portfolio structures.
• Estate & Succession Advisory: Support clients in structuring assets for multi‑generational transfer, including the establishment of trusts to preserve wealth and legacy.
• Tax Planning & Optimisation: 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: RES5, CM-CIS, CM-LIP or CM-LIC, HI 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.