Wealth Manager & Client Advisory Lead

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 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.