Senior Wealth Advisor for High‑Net-Worth Clients

Welab Bank Limited; Hong Kong; On-site; HKD 550,000 - 950,000; Full time

Benefits offered by this job

Learning and development stipend

Wellness and happiness

Comfortable work environment

Work smart, play hard

Happiness dollars

Job summary

WeLab in Hong Kong is seeking an experienced Wealth Manager to manage and grow a portfolio of affluent clients, delivering personalized wealth planning and investment solutions in a fast-paced, regulatory-compliant environment.

You will build lasting client relationships, conduct suitability assessments, and achieve revenue targets while maintaining advisory quality. Proficiency in English and Chinese is essential; Mandarin is a plus.

Qualifications

• 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.
• Proven track record in achieving investment and insurance sales targets.
• Strong product knowledge of investment products and insurance solutions.
• Excellent communication, presentation, and interpersonal skills with affluent clientele.
• Fluent in English and Chinese; Mandarin an advantage.

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, 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.

Skills

Wealth management

Relationship management

Sales targets

Regulatory compliance

English & Chinese

Education

University degree in Business Administration, Finance, Economics

Job description

WeLab in Hong Kong is seeking an experienced Wealth Manager to manage and grow a portfolio of affluent clients, delivering personalized wealth planning and investment solutions in a fast-paced, regulatory-compliant environment.

You will build lasting client relationships, conduct suitability assessments, and achieve revenue targets while maintaining advisory quality. Proficiency in English and Chinese is essential; Mandarin is a plus.