Head of Wealth & Insurance Sales

WeLab; Hong Kong; On-site; HKD 1,000,000 - 1,500,000; Full time

Benefits offered by this job

Learning & development stipend

Wellness programs

Flexible time off

Pleasant work environment

Team events & activities

Job summary

WeLab, a leading pan-Asian fintech, seeks a senior sales leader to head the Bank’s wealth and insurance sales. You will drive revenue growth, build and manage a high-performing team, and align strategies with business objectives.

You’ll shape growth through partnerships, analytics, and cross-functional collaboration, ensuring exceptional advisory and customer outcomes while navigating regulatory requirements.

Qualifications

• University degree in Finance, Economics, Business Administration, or related discipline.
• HKSI Papers 1 and 4, with IIQE Papers 1, 2, 3, and 5 preferred.
• CFP, CFA or equivalent professional certifications advantageous.
• 12+ years of wealth management, insurance, or retail banking experience.
• Minimum 5 years in senior sales leadership roles.
• Strong experience managing wealth and insurance sales teams and achieving revenue/AUM growth.
• Sound regulatory understanding: HKMA, SFC, IA.
• Strong leadership, stakeholder management, and data-driven decision-making abilities.

Responsibilities

• Lead the sales management function for the Bank’s wealth and insurance businesses, driving revenue growth and frontline performance management.
• Develop and execute annual wealth and insurance sales strategies aligned with business objectives.
• Identify growth opportunities across investment, insurance, advisory, and partnerships to tap affluent segments.
• Build a high-performing sales team from the ground up with KPIs, targets, incentives, and reviews.
• Track performance with dashboards and scorecards; identify gaps and implement corrective actions.
• Manage sales pipelines across funds, robo advisory, stock trading, life/general insurance, and new products.
• Lead cross-selling and engagement strategies; partner with product/Marketing to optimize leads and campaigns.
• Collaborate with digital/product teams to improve funnel efficiency and support digital advisory initiatives.

Skills

Leadership

Strategic thinking

Data-driven decision making

Communication & influencing

Regulatory knowledge

Customer-centric mindset

Change management

Sales leadership

Education

University degree in Finance, Economics, or Business Administration

HKSI Papers 1 & 4; IIQE Papers 1–5

CFP/CFA or equivalent certifications advantageous

Job description

WeLab, a leading pan-Asian fintech, seeks a senior sales leader to head the Bank’s wealth and insurance sales. You will drive revenue growth, build and manage a high-performing team, and align strategies with business objectives.

You’ll shape growth through partnerships, analytics, and cross-functional collaboration, ensuring exceptional advisory and customer outcomes while navigating regulatory requirements.