Investment Specialist

Full time Forex Fintech Finance

Job Description

WeLab, a leading pan-Asian fintech platform, operates two digital banks (WeLab Bank and Bank Saqu by Bank Jasa Jakarta) as well as multiple online financial services in Hong Kong, Mainland China, Indonesia, and Malaysia, with over 60 million individual users and over 700 enterprise customers. WeLab uses game-changing technology to help users access credit, save money, and enjoy their financial journey.

At WeLab, we always put our people first. Embarking on a career with WeLab means being part of the driving force to make financial services accessible for everyone. In our flat and agile organization, you will get all the opportunities to make real impacts and deliver change. Most importantly, while you achieve greatness, we will ensure you have an amazing experience at WeLab!

Our team is energetic and passionate who can deliver and execute, and we are looking for intellectually curious, open-minded, and smart-working individuals who are just as passionate as we are about making financial services enjoyable.

Join us to build a better FINANCIAL future for everyone!

About You

  • You're a go-getter with mad juggling skills (or multiple hats) who can thrive in a fast-paced, agile environment
  • You enjoy doing purpose-led and meaningful work
  • You have a strong thirst for knowledge and are driven to find solutions that don't exist yet
  • You are comfortable with ambiguity and extremely resourceful (in your past life, you could've been a detective)
  • You always find a way to get things done without sacrificing the quality of your work, integrity, and values
  • No task is off limits for you
  • You are humble and prioritize the success of the team over your own with an eagerness to help those around you
  • You don't shy away from challenges and can bounce back from setbacks

About The Role

  • We are seeking a dedicated investment specialist to join our Wealth Management team. This critical role is focused on attracting and onboarding new customers, with the primary goal of growing our Assets Under Management (AUM) through mutual fund investment products. You will be expected to provide professional investment advice and the latest market information to our customers while actively contributing to the acquisition of new mutual fund portfolios.

What you’ll do and what success looks like in this role:

  • Develop and maintain strong relationships with new customers to understand their investment needs and preferences.
  • Actively acquire new mutual fund portfolios to drive AUM growth.
  • Provide tailored investment advice and recommendations on mutual fund products that align with clients' financial goals and risk profiles.
  • Monitor clients' investment portfolios to ensure optimal performance, making adjustments as needed based on market conditions.
  • Stay updated on market trends and provide clients with relevant information to support their investment decisions.
  • Gather insights from clients regarding the attractiveness and potential drawbacks of the funds. Communicate this feedback to the product team to continuously enhance our fund offerings.
  • Regularly report on portfolio performance to clients, ensuring transparency and fostering trust.

What Is Required And What We’re Looking For

  • University graduate in Finance or related discipline.
  • At least 5 years of relevant experience in investment advisory, preferably working as relationship manager, portfolio counselor, fund manager, financial advisor, etc.
  • Proven ability to establish rapport with clients and maintain long-term relationships.
  • Strong analytical capabilities to assess market trends and investment opportunities.
  • Comprehensive understanding of various investment products, particularly mutual funds.
  • Excellent command in English, Cantonese and Mandarin.

Perks And Benefits To Enrich Your Experience At WeLab

  • Learning and development stipend - we value lifelong learning and believe the best way to invest in our employees is to encourage them to continue to learn
  • Wellness and happiness – Numerous activities to let you focus on your physical and mental wellbeing. We allow flexible time offs to take care of personal matters and to enjoy time with family and friends
  • Comfortable and positive work environment – Open plan office for easy collaboration and social with your colleagues, or branch out into your own thinking pods when needed, with FREE food and drinks for when you want to recharge
  • Work smart, play hard – Connect with your colleagues over food and drinks at the stocked pantry, in the spacious social area with board games and a ping pong table, or over activities like hiking, yoga, badminton, etc.
  • A big and contagious smile on everyone’s face to make you happier :)

WeLab’s Awards & Recognitions

  • Asia Banking Finance Retail Banking Awards: Virtual Bank of the Year - Hong Kong
  • CNBC Disruptor 50: the only Hong Kong-based company on the list
  • Financial Times Asia-Pacific High-Growth Companies: #2 in ranking
  • The Chinese University of Hong Kong “Corporate Innovation Index”: #1 in ranking

We offer a competitive salary package to the successful candidate. If you are interested in joining this exciting team, please apply with resume via the "Apply" button below.

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