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Partnership Services Coordinator

St. James's Place (Hong Kong) Limited

  • Company Industries:Financial Services

Job Information

  • Post Date:2022-07-14
  • Location:Central
  • Employment Type:Full Time
  • Job Function:Accounting  Accountant  Accounting Clerk / Supervisor  Design  Web Designer
  • Benefits:Dental insurance, Life insurance, Medical insurance, Performance bonus, Work from home, Five-day work week

Job Description

Main Purpose of Job: 

The role is within the Partnership Services Team of St. James’s Place Asia division, with responsibility for documenting workflows and managing the “Asia Partnership Hub” for the Finance function which serves the wider Asia business.

Key Responsibilities of the Job:   

  1. Documenting business processes based on which Asia Partnership Services team processes commissions.
  2. Drafting documents/materials for the “Asia Partnership Hub” for common queries to enable the Partnership to self-service, and keeping the content/information up to date at all times.
  3. Designing user-friendly layout of web pages of “Asia Partnership Hub” on SharePoint.
  4. Understanding of query management system and lending process as an additional resource as and when required.
  5. Other ad hoc tasks in support of the Partnership Services and Finance team.

Requirements of the Job:  

 Job Knowledge: 

  • Prioritization- ability to prioritize tasks based on the importance and urgency of each task
  • Multi-tasking – ability to handle and work on multiple tasks at the same time
  • Self-organising – ability to handle high volume of data, communications and files and to organise these in a structured way that easily shows status
  • Time management – manages workloads in a timely manner to meet deadlines, anticipating problems and taking responsibility to resolve them

Business Expertise: 

  • Prior experience in an accounting/finance or support services role 

Problem Solving: 

  • Capable of, and willing to, identify barriers to completing a task and raise these to line managers in order to identify solutions.

Nature and Scope of Impact: 

  • Functional / team level delivery of required activities

Interpersonal Skills: 

  • Communication – The role requires someone who raises and clearly explains issues to related teams & supervisors, and deals effectively within and outside the team. Needs a can do attitude with analytical skills. Someone who takes initiative will be highly suitable for this role.

Special Requirements:  

  • Basic knowledge of word press/web page designing will be an advantage.

Company Info

St. James's Place (Hong Kong) Limited is part of St. James's Place Wealth Management Group, a UK listed FTSE 100 company with over £140bn of client funds under management (as at July 2022). We are now represented by over 4,500 qualified advisers across our Partnership and assist over 900,000 clients with their finances, globally.

St. James's Place Wealth Management is committed to providing a holistic approach to personal finance, and the very best client service and outcomes to meet the ever changing needs of our diverse client base. 

We continue to grow substantially through acquisitions and a constant flow of referrals from satisfied clients. To maintain this growth, we are currently offering very attractive packages to enable us to recruit and indeed retain the very best people that the industry has to offer.

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