Senior Wealth Advisor for High Net Worth Clients

WeLab; Hong Kong; Hybrid; HKD 480,000 - 640,000; Full time

Benefits offered by this job

Learning stipend

Wellness program

Open office environment

Social activities

Positive culture

Job summary

WeLab, a leading fintech platform in Hong Kong, seeks a Wealth Manager to supervise a high-net-worth client portfolio. You will conduct suitability assessments and provide integrated wealth and insurance solutions, aiming to meet revenue targets with top-tier advisory quality.

Ideal candidates have 3–5 years in Wealth Management or Retail Banking, strong product knowledge, and fluent English and Chinese. HKSI/IIQE qualifications are advantageous, with a dynamic, collaborative team culture at

Qualifications

• University degree in Business Administration, Finance, Economics or related discipline.
• Minimum 3–5 years in Wealth Management or Retail Banking targeting high net worth clients.
• HKSI Papers 1 and 4 and IIQE Papers 1–3 are preferred; CFP/ CFA welcomed.

Responsibilities

• Manage and grow a portfolio of customers with personalized wealth management and planning services.
• Build long-term relationships through portfolio reviews and proactive engagement.
• Conduct suitability assessments to recommend investment and insurance solutions.
• Achieve revenue targets with strong advisory quality and customer outcomes.
• Collaborate with stakeholders to deliver holistic wealth solutions.

Skills

Communication excellence

Bilingual English/Chinese

Analytical problem solving

Education

University degree in Business Administration, Finance, Economics

Tools

CRM systems

Job description

WeLab, a leading fintech platform in Hong Kong, seeks a Wealth Manager to supervise a high-net-worth client portfolio. You will conduct suitability assessments and provide integrated wealth and insurance solutions, aiming to meet revenue targets with top-tier advisory quality.

Ideal candidates have 3–5 years in Wealth Management or Retail Banking, strong product knowledge, and fluent English and Chinese. HKSI/IIQE qualifications are advantageous, with a dynamic, collaborative team culture at