Manager, Wealth Advisor (Fintech)

Location: Quarry Bay, Hong Kong

Company

hirify.global is a pan-Asian fintech platform operating hirify.global Bank, Bank Saqu, and online financial services in Hong Kong, Mainland China, and Indonesia.

What you will do

• Manage and grow a portfolio of customers through personalized wealth management and financial planning.
• Build long-term customer relationships through portfolio reviews and proactive engagement.
• Conduct suitability assessments and recommend investment and insurance solutions, including mutual funds and bancassurance.
• Achieve revenue targets while maintaining strong customer outcomes and advisory quality.
• Identify opportunities to deepen relationships across wealth and banking products and collaborate with stakeholders on holistic solutions.
• Monitor market developments, investment trends, economic conditions, and competitor activity while ensuring compliance with regulatory and bank requirements.

Requirements

• University degree in Business Administration, Finance, Economics, or a related discipline.
• 3–5 years of experience in wealth management and/or retail banking, including experience serving high-net-worth customers.
• Passed HKSI Papers 1 and 4 and qualified IIQE Papers 1, 2, and 3.
• Track record of achieving investment and insurance sales targets, with strong product knowledge.
• Strong communication, presentation, interpersonal, analytical, and problem-solving skills.
• Fluent written and spoken English and Chinese required; Mandarin proficiency is an advantage.

Nice to have

• CFP, CPWP, CFA, ECF-WM, or another professional wealth management qualification.
• Mandarin proficiency.

Culture & Benefits

• Learning and development stipend supporting continuous education.
• Wellness activities and happiness dollars for personal wellbeing.
• Flexible time off for personal matters and family time.
• Open-plan office, thinking pods, complimentary food and drinks, and social spaces.
• Activities including hiking, yoga, badminton, board games, and ping pong.
• Competitive salary package.