Manager, Wealth Advisor

Welab Bank Limited; Hong Kong; On-site; HKD 600,000 - 1,200,000; Full time

Benefits offered by this job

Learning and development stipend

Wellness and happiness

Open plan office with free food andDr

Job summary

WeLab Bank Limited in Hong Kong is seeking a Wealth Management Advisor to guide high-net-worth clients with tailored investment and insurance solutions, building trusted relationships through regular portfolio reviews.

You will conduct suitability assessments, achieve revenue targets, and collaborate with stakeholders to deliver holistic wealth solutions while staying compliant with regulatory standards.

Qualifications

• Minimum 3–5 years of experience in Wealth Management and/or Retail Banking, serving high net worth customers.
• Passed HKSI Papers 1 and 4 and qualified IIQE Papers 1, 2 and 3.
• CFP, CPWP, CFA, ECF-WM or other professional wealth management qualifications are an advantage.
• Proven track record of achieving investment and insurance sales targets.

Responsibilities

• Manage and grow a portfolio of customers by providing personalized wealth management and financial planning services.
• Build trusted and long-term customer relationships through regular portfolio reviews and proactive engagement.
• Conduct comprehensive suitability assessments to recommend investment and insurance solutions.
• Achieve revenue targets while maintaining strong focus on customer outcomes and advisory quality.
• Identify opportunities to deepen customer relationships by increasing product penetration across wealth and banking offerings.
• Partner with stakeholders to deliver holistic wealth solutions and exceptional customer experiences.
• Stay abreast of market developments and regulatory requirements to provide timely and relevant advice.

Skills

Wealth management

Portfolio reviews

Customer engagement

Analytical skills

Communication skills

Education

University degree in Business Administration, Finance, Economics

Tools

HKSI Paper 1

HKSI Paper 4

IIQE Papers 1-3

Job description

WeLab, a leading pan-Asian fintech platform, operates two digital banks (WeLab Bank and Bank Saqu) as well as multiple online financial services in Hong Kong, Mainland China and Indonesia, with over 70 million individual users and over 700 enterprise customers. WeLab uses game-changing technology to help users access credit, save money, and enjoy their financial journey.

AtWeLab, we always put our people first. Embarking on a career withWeLabmeans being part of the driving force to make financial services accessible for everyone. In our flat and agile organization, you will get all the opportunities to make real impacts and deliver change. Most importantly, while you achieve greatness, we will ensure you have an amazing experience atWeLab!

Our team is energetic and passionate who can deliver and execute, and we are looking for intellectually curious, open-minded, and smart-working individuals who are just as passionate as we are about making financial services enjoyable.

Join us to build a better financial future for everyone!

About You:

You're a go-getter with mad juggling skills (or multiple hats) who can thrive in a fast-paced, agile environment

You enjoy doing purpose-led and meaningful work

You have a strong thirst for knowledge and are driven to find solutions that don't exist yet

You are comfortable with ambiguity and extremely resourceful (in your past life, you could've been a detective)

You always find a way to get things done without sacrificing the quality of your work, integrity, and values

No task is off limits for you

You are humble and prioritize the success of the team over your own with an eagerness to help those around you

You don't shy away from challenges and can bounce back from setbacks.

What you’ll do and what success looks like in this role

Manage and grow a portfolio of customers by providing personalized wealth management and financial planning services

Build trusted and long-term customer relationships through regular portfolio reviews, proactive engagement, and timely identification of customers' evolving financial needs

Conduct comprehensive suitability assessments to recommend suitable investment and insurance solutions, including mutual funds and bancassurance

Achieve revenue targets while maintaining a strong focus on customer outcomes and advisory quality

Identify opportunities to deepen customer relationships by increasing product penetration across the Bank's wealth and banking offerings

Partner closely with different stakeholders to deliver holistic wealth solutions and exceptional customer experiences

Stay abreast of market developments, investment trends, economic conditions, and competitor activities to provide timely and relevant advice to customers

Ensure all sales and advisory activities are conducted in accordance with regulatory requirements, suitability standards, and the Bank's policies and procedures.

What is required and what we’re looking for

University degree in Business Administration, Finance, Economics, or a related discipline

Minimum 3-5 years of experience in Wealth Management and/or Retail Banking, with experience serving high net worth customers

Passed HKSI Papers 1 and 4 and qualified IIQE Papers 1, 2, and 3

CFP, CPWP, CFA, ECF-WM, or other professional wealth management qualifications will be an advantage

Proventrack recordin achieving investment and insurance sales targets

Strong product knowledge of investment products and insurance solutions

Excellent communication, presentation, and interpersonal skills with the ability to engage affluent and high net worth customers confidently

Strong analytical and problem-solving skills with the ability to understand customer needs and provide tailored financial solutions

Fluent in written and spoken English and Chinese; proficiency in Mandarin will be an advantage.

Perks and Benefits to enrich your experience at WeLab:

Learning and development stipend - we value lifelong learning and believe the best way to invest in our employees is to encourage them to continue to learn

Wellness and happiness – Numerous activities to let you focus on your physical and mental wellbeing. We allow flexible time offs to take care of personal matters and to enjoy time with family and friends

Comfortable and positive work environment – Open plan office for easy collaboration and social with your colleagues, or branch out into your own thinking pods when needed, with FREE food and drinks for when you want to recharge

Work smart, play hard – Connect with your colleagues over food and drinks at the stocked pantry, in the spacious social area with board games and a ping pong table, or over activities like hiking, yoga, badminton, etc.

A big and contagious smile on everyone’s face to make you happier.

Asia Banking FinanceRetail Banking Awards:Virtual Bank of theYear-Hong Kong

CNBC Disruptor 50:the only Hong Kong-based company on the list

Financial TimesAsia-Pacific High-Growth Companies:#2in ranking

The Chinese University of Hong Kong Corporate Innovation Index:#1inranking.

We offer a competitive salary package to the successful candidate.

All information provided by applicants will be used for recruitment purposes only. Information of unsuccessful applicants will be destroyed within 24 months of receipt.