Wealth Manager

4 weeks ago

Central And Western District, Hong Kong SAR China St. James's Place – Asia & Middle East Full time
5 days ago Be among the first 25 applicantsDirect message the job poster from St. James's Place – Asia & Middle EastSenior Business Acquisition @ St. James's Place – Asia & Middle East | Strategic Business Development and Support

At St. James's Place, a globally recognised leader in wealth management, we offer you the autonomy to maximize your potential and develop your own client base within our prestigious organisation.Why St. James's Place?Impressive Scale : With £179 billion (circa $226 billion USD) in client funds under management, we set the industry standard for trust and excellence.Global Reach : We are one of the largest wealth management companies in the UK.What We Offer:Autonomy and Growth : Enjoy the freedom to build and manage your client base.Comprehensive Support : Benefit from personalised support, our renowned investment management approach, unparalleled marketing resources, research assistance, and a long-term business plan tailored for your success.Professional Network : Join a community of over 4,400 qualified advisers and assist more than 900,000 clients worldwide.Financial Support : To nurture your early career development and ensure your success, we offer a competitive salary package. This support aims to facilitate you as you begin on your professional journey and build your business.As a Wealth Manager at St. James's Place Wealth Management, you will:Client Acquisition : Proactively acquire new clients and expand your network.Bespoke Strategies : Craft personalised financial strategies for your clients.Relationship Management : Nurture long-term relationships and conduct regular reviews to ensure alignment with client goals.We seek candidates who are:Experienced : Minimum of 3 years of relevant experience with a well-established client network.Knowledgeable : Deep understanding of financial markets.Self-Motivated : Strong interpersonal skills and a proactive approach.Qualifications:SFC Papers : 1, 7, 8, and 12IA Papers : 1, 3, and 5Seniority Level:

DirectorEmployment Type:

Full-timeJob Function:

FinanceIndustries:

Investment Management, Investment Banking, and Financial ServicesReferrals increase your chances of interviewing at St. James's Place – Asia & Middle East by 2x.

#J-18808-Ljbffr

  • Wealth Management

    3 weeks ago

    Central And Western District, Hong Kong SAR China CICC Full time

    Wealth Management - Institutional Wealth AdvisorThis position is responsible for developing business relationships with high-net-worth individuals, their families, family offices, and corporates. Understands client needs and requirements, identifies investment opportunities, and provides financial advice to clients. The job duties associated with this role...

  • Wealth Management

    4 weeks ago

    Central And Western District, Hong Kong SAR China CICC Full time

    Wealth Management - Institutional Wealth AdvisorThis position is responsible for developing business relationships with high-net-worth individuals, their families, family offices, and corporates. Understands client needs and requirements, identifies investment opportunities, and provides financial advice to clients. The job duties associated with this role...

  • Wealth Management

    3 weeks ago

    Central And Western District, Hong Kong SAR China CICC Full time

    Wealth Management - Institutional Wealth AdvisorThis position is responsible for developing business relationships with high-net-worth individuals, their families, family offices, and corporates. Understands client needs and requirements, identifies investment opportunities, and provides financial advice to clients. The job duties associated with this role...

  • Wealth management

    1 week ago

    Central And Western District, Hong Kong SAR China CICC Full time

    Wealth Management - Institutional Wealth Advisor This position is responsible for developing business relationships with high-net-worth individuals, their families, family offices, and corporates. Understands client needs and requirements, identifies investment opportunities, and provides financial advice to clients. The job duties associated with this role...

  • Wealth management

    4 weeks ago

    Central And Western District, Hong Kong SAR China CICC Full time

    Get AI-powered advice on this job and more exclusive features. Responsibilities Complete personal performance targets, work around various KPI indicators to achieve the balance between process management, client base and revenue indicators. Keep track of the global market trends and major events, understand the current selling points and business strategy,...

  • Wealth Management

    4 weeks ago

    Central And Western District, Hong Kong SAR China CICC Full time

    Get AI-powered advice on this job and more exclusive features.ResponsibilitiesComplete personal performance targets, work around various KPI indicators to achieve the balance between process management, client base and revenue indicators.Keep track of the global market trends and major events, understand the current selling points and business strategy,...

  • Assistant Manager, Wealth

    3 weeks ago

    Central And Western District, Hong Kong SAR China HSBC Full time

    Some careers have more impact than others.If you're looking for a career where you can make a real impression, join HSBC and discover how valued you'll be. Whether you want a career that could take you to the top, or simply take you in an exciting new direction, HSBC offers opportunities, support and rewards that will take you further.Wealth and Personal...

  • Asset & Wealth Management, Private Wealth Management, Wealth Management Professional, Associate[...]

    4 weeks ago

    Central And Western District, Hong Kong SAR China Goldman Sachs Group, Inc. Full time

    Asset & Wealth Management, Private Wealth Management, Wealth Management Professional, Hong KongAs a Wealth Management Professional, your responsibilities include:Serve as the liaison for clients regarding inquiries and provides team supportAnalyze and monitor client portfolios, and assist with other aspects of managing a client relationshipDrive and complete...

  • Senior marketing manager, wealth

    4 weeks ago

    Central And Western District, Hong Kong SAR China HSBC Full time

    Some careers have more impact than others. If you’re looking for a career where you can make a real impression, join HSBC and discover how valued you’ll be. Whether you want a career that could take you to the top, or simply take you in an exciting new direction, HSBC offers opportunities, support and rewards that will take you further. Wealth and...

  • Wealth Management

    3 weeks ago

    Central And Western District, Hong Kong SAR China CICC Full time

    Wealth Management - Institutional Wealth AdvisorThis position is responsible for developing business relationships with high-net-worth individuals, their families, family offices, and corporates. Understands client needs and requirements, identifies investment opportunities, and provides financial advice to clients. The job duties associated with this role...

  • Asset & wealth management, private wealth management, wealth management professional, associate[...]

    4 weeks ago

    Central And Western District, Hong Kong SAR China Goldman Sachs Group, Inc. Full time

    Asset & Wealth Management, Private Wealth Management, Wealth Management Professional, Hong Kong As a Wealth Management Professional, your responsibilities include: Serve as the liaison for clients regarding inquiries and provides team support Analyze and monitor client portfolios, and assist with other aspects of managing a client relationship Drive and...

  • Asset & wealth management, private wealth management, wealth management professional, associate

    3 weeks ago

    Central And Western District, Hong Kong SAR China Goldman Sachs Group, Inc. Full time

    Asset & Wealth Management, Private Wealth Management, Wealth Management Professional, Hong Kong As a Wealth Management Professional, your responsibilities include: Serve as the liaison for clients regarding inquiries and provides team support Analyze and monitor client portfolios, and assist with other aspects of managing a client relationship Drive and...

  • Senior Marketing Manager, Wealth

    4 weeks ago

    Central And Western District, Hong Kong SAR China HSBC Full time

    Some careers have more impact than others.If you’re looking for a career where you can make a real impression, join HSBC and discover how valued you’ll be. Whether you want a career that could take you to the top, or simply take you in an exciting new direction, HSBC offers opportunities, support and rewards that will take you further.Wealth and Personal...

  • Wealth Planning Manager

    4 weeks ago

    Central And Western District, Hong Kong SAR China Bank of Communications (Hong Kong) Limited Full time

    Job ResponsibilitiesProvide a full range of wealth management services to a designated portfolio of high-net-worth customers.Expand the existing client base by exploring potential customers in the market.Minimum RequirementsDegree holder or equivalent qualification at HKQF level 5.Minimum 3 years' experience in handling investment portfolios of affluent...

  • Wealth management intern

    1 week ago

    Central And Western District, Hong Kong SAR China AIA Hong Kong And Macau Full time

    【AIA Group】Branch Manager & Director | Humble Team (start from 2018) | All members are with MDRT Certificates| Welcome all talents to join our teamExciting Opportunity for Aspiring Finance ProfessionalsAre you a university student looking to kickstart your career in wealth management? Look no further We are thrilled to announce the Challenge Wealth...

  • Head of Wealth

    4 weeks ago

    Central And Western District, Hong Kong SAR China Prudential Hong Kong Limited Full time

    time left to apply End Date: February 14, 2025 (27 days left to apply)job requisition id 25010045Prudential’s purpose is to be partners for every life and protectors for every future. Our purpose encourages everything we do by creating a culture in which diversity is celebrated and inclusion assured, for our people, customers, and partners. We provide a...

  • Head of Wealth

    3 weeks ago

    Central And Western District, Hong Kong SAR China Prudential Hong Kong Limited Full time

    time left to apply End Date: February 14, 2025 (27 days left to apply)job requisition id 25010045Prudential's purpose is to be partners for every life and protectors for every future. Our purpose encourages everything we do by creating a culture in which diversity is celebrated and inclusion assured, for our people, customers, and partners. We provide a...

  • Senior Marketing Manager, Wealth

    3 weeks ago

    Central And Western District, Hong Kong SAR China HSBC Full time

    Some careers have more impact than others.If you're looking for a career where you can make a real impression, join HSBC and discover how valued you'll be. Whether you want a career that could take you to the top, or simply take you in an exciting new direction, HSBC offers opportunities, support and rewards that will take you further.Wealth and Personal...

  • Wealth Product Manager

    4 weeks ago

    Central And Western District, Hong Kong SAR China PAObank Full time

    Get AI-powered advice on this job and more exclusive features.Responsibilities:Build a new wealth management platform by managing comprehensive wealth products and creating a delightful user experience.Drive the implementation project by collaborating with cross-functional teams to ensure successful product delivery.Manage the fund product shelf to offer the...

  • Wealth Product Manager

    3 weeks ago

    Central And Western District, Hong Kong SAR China PAObank Full time

    Get AI-powered advice on this job and more exclusive features.Responsibilities:Build a new wealth management platform by managing comprehensive wealth products and creating a delightful user experience.Drive the implementation project by collaborating with cross-functional teams to ensure successful product delivery.Manage the fund product shelf to offer the...