Senior Wealth Advisor – Portfolio Growth & Planning

WeLab; Hong Kong; On-site; HKD 800,000 - 1,200,000; Full time

Benefits offered by this job

Learning and development stipend

Wellness and happiness dollars

Open plan office with free food andDrn

Flexible time off

Team events and social activities

Job summary

WeLab seeks an experienced Wealth Advisor in Hong Kong to manage a premium client portfolio, offering tailored financial planning and investment strategies. You will build trusted relationships, conduct detailed suitability assessments, and align solutions with clients’ evolving needs.

The role requires strong communication in English and Chinese, HKSI/IIQE qualifications, and a proven sales record. The position offers a competitive salary and benefits within a fast-paced fintech environment.

Qualifications

• Bachelor's degree required or equivalent.
• 3–5 years in Wealth Management or Retail Banking, serving high net worth clients.
• HKSI Papers 1 and 4 and IIQE Papers 1–3 required.
• CFP/CPWP/CFA/ECF-WM or similar qualifications are advantageous.
• Proven track record of achieving investment and insurance sales targets.
• Strong product knowledge of investment products and insurance solutions.

Responsibilities

• Manage and grow a portfolio of high net worth customers with wealth management and financial planning services.
• Build long-term relationships through regular portfolio reviews and proactive engagement.
• Conduct suitability assessments to recommend investment and insurance solutions.
• Aim for revenue targets while ensuring advisory quality and customer outcomes.
• Identify opportunities to deepen relationships across bank wealth and banking offerings.
• Collaborate with stakeholders to deliver holistic wealth solutions and excellent customer experiences.

Skills

Communication skills

English & Chinese fluency

Analytical skills

Education

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

Job description

WeLab seeks an experienced Wealth Advisor in Hong Kong to manage a premium client portfolio, offering tailored financial planning and investment strategies. You will build trusted relationships, conduct detailed suitability assessments, and align solutions with clients’ evolving needs.

The role requires strong communication in English and Chinese, HKSI/IIQE qualifications, and a proven sales record. The position offers a competitive salary and benefits within a fast-paced fintech environment.