Wealth Advisor

2 days ago


Hong Kong, Central and Western District, Hong Kong SAR China St. James's Place – Asia & Middle East Full time

About St. James's Place

We are a globally recognised leader in wealth management, offering unparalleled opportunities for professionals to develop their skills and build successful careers.

Our Approach

  • We provide comprehensive support, including personalised investment management, marketing resources, research assistance, and long-term business planning.
  • We offer a competitive salary package and opportunities for growth and development.

Key Responsibilities

  • Client Acquisition: Proactively acquire new clients and expand your professional network.
  • Bespoke Strategies: Craft tailored financial plans for your clients.
  • Relationship Management: Foster long-term relationships and conduct regular reviews to ensure alignment with client goals.

Requirements

  • Minimum of 3 years of relevant experience with a well-established client network.
  • Deep understanding of financial markets and industry trends.
  • Strong interpersonal skills and a proactive approach.

Qualifications

  • SFC Papers: 1, 7, 8, and 12.
  • IA Papers: 1, 3, and 5.

Seniority Level: Director

Employment Type: Full-time

Job Function: Finance

Industries: Investment Management, Investment Banking, Financial Services



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