Senior Wealth Advisor - Hong Kong at Leading Global Fintech Investors And Regulated in 10/F, YF Life Tower, 33 Lockhart Road, Wan Chai, HK, Hong Kong, Hong Kong

Job Description - Senior Wealth Advisor - Hong Kong

Syfe is APAC's largest and fastest-growing digital wealth platform, trusted with over US$10 billion in assets. We are fundamentally changing how hundreds of thousands of people across Asia-Pacific build wealth through a holistic approach to managing money rather than just pushing investment products. Backed by world-class investors and recognised as a leader in wealthtech, we are a team of passionate builders creating the future of wealth management.

The Right Profile
Syfe is looking for an exceptional and strategic individual who can accelerate our vision as we are going after a multi-billion dollar industry! We are seeking a Senior Wealth Advisor / Wealth Advisor in Hong Kong to cover the unique investment needs of clients across different wealth spectrums. The ideal candidate should have a minimum 5 years of experience in sales or client relationship management, possess strong investment acumen and have a strong ability to adapt to new technologies. The right candidate is one who is motivated by a unique opportunity to build the foundations of a high-impact and high-growth business!!

Responsibilities

Build and implement highly focused sales strategies and processes to identify, target, and acquire clients across wealth spectrums (Affluent Retail, HNW, and Corporate clients)
Provide in-depth market colour, write regular investment content, identify needs and investment gaps, advise clients on asset allocation using in-house proprietary tools and develop investment proposals / strategies to help clients implement their financial plans
Engage in client engagement activities, including active priority clients, HNWIs or Corporate client reachouts, and conducting regular webinars or seminars
Enhance client experience and sharing client insights with the product and marketing teams
Maintain updated knowledge of regulations, practices and financial products
Optimise client lifetime value / wallet size by driving client longevity and cross-selling strategy

Minimum Qualifications

Min 5 years of experience in sales covering affluent retail, HNWIs, or corporate clients
Proven sales track record, persistent & good time management skills
Strong investment acumen, deep passion for financial markets with an effective combination of analytical and interpersonal skills
Ability to develop deep client relationships with holistic advisory leading to growing wallet share
Strong communication and presentation skills to consistently influence and win businesses
Proficiency in spoken and written English, Cantonese, and Mandarin

Preferred Qualifications

Bachelor/Masters Degree with solid experience in finance or banking industry
Currently licensed representative or relevant individual
Strong self-motivation and ability to work independently
Strong understanding of tech start-ups and financial markets
CFP / CFA qualification preferred
Existing HNWI, Corporate or SME client network is a plus

Come As You Are

We believe in the power of diversity and are dedicated to creating a welcoming and innovative environment for all our employees. So we embrace and encourage applications from candidates of all backgrounds and provide equal employment opportunities for all.

Due to the volume of applications, we regret that only shortlisted candidates will be notified.

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Senior Wealth Advisor - Hong Kong

Job Description - Senior Wealth Advisor - Hong Kong

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