St. James’s Place Wealth Management – Client Services Assistant

St. James’s Place is one of the largest wealth management companies serving the expatriate community living and/or working in Asia. We have many years of experience and have offices in Hong Kong, Shanghai and Singapore.

The strength of our business is underpinned by satisfied clients, their referrals and the dedication of our unrivalled team of St. James’s Place Partners. Constantly evolving to meet the ever-changing needs of our diverse client base, we are personally committed to providing quality face-to-face advice and the very best client service.

This position provides client services support to the partners and assist with administrative support in the day to day operations of the organization.

Responsibilities:

• Process and track the progress of new & existing business application
• Communication between advisers and institutions
• Processing of surrendered, matured, changed broker
• Correspond with institutions on all other aspects of admin for client queries
• Process and monitor change of address and payment method
• Be innovative in developing results and be involves in improvising processes
• Covering reception duties when required