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Practice Manager


Job ID:


Job Function:

Sales, CS & Business Devpt

Work Experience:

1-2 years

Education Levels:


Career Levels:

Entry Level


per month

Employment Type:

Full time


Central and Western Area, Hong Kong





Financial Services

Job Description:

The role of the individual will be to support Partners with their client acquisition and documentation. In order to develop and enhance the documentation from our partners to our clients the individual will liase with business assurance. 

The Practice Manager will undergo training and gain professional qualifications to enable them to check advice that is provided to our clients before business is conducted. They will also work with Partners and the Business Risk Manager, providing feedback and technical support in order to ensure the quality of advice, documentation and Anti-Money Laundering (AML) controls.

Job Requirements:

• Experience with marketing within the Australian and British expat market place.
• Experience running end to end marketing events for Australian and British expatriates.
• Excellent interpersonal skills, both written and verbal (English only).
• Lived in both Australian and UK to have local knowledge of cultures.
• Understanding of the Financial Planning process for the expatriate market.
• Ability to follow up calls after marketing events in clear English.
• Good IT skills.
• Ability to write reports in English.
• Ability to work unsupervised and hit pre-agreed targets

• Experience of maintaining good working relationships in the delivery of financial advice services or similar environment.
• Experience in writing complex and detailed reports for cases.
• Ability to assess information, make comparisons and identify critical features.
• Ability to acquire update and apply new skills and knowledge.
• Set own goals and want to deliver agreed targets.
• Attend development sessions.

• HKSI Paper 1, 7 and 8 (SFC Licence)
• IIQE papers 1, 3 and 5 (CIB Licence)

Company Info
St. James's Place (Hong Kong) Limited

Central and Western Area, Hong Kong

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