We are looking for an experienced Wealth Advisor to guide our high value clients and prospective clients in their investment decisions with StashAway. This is a unique opportunity to join a start-up team to build StashAway HK alongside the best minds. You will report directly to the General Manager HK to strategise and execute AUM impacting initiatives. Within this role, you will work on both short-term and long-term goals, build customer and prospecting relationships, identify AUM growth opportunities, hit quarterly targets and deliver on weekly input KPIs. The role will give you exposure to the inner workings of a Fintech that leads the industry on both the investment and the tech side.

Responsibilities

Develop a continuous prospect pipeline to achieve AUM targets and expand StashAway's customer base.
Proactively assist clients to understand their needs and objectives; effectively communicate StashAway’s product value proposition through proposals and presentations.
Manage and deepen client relationships to retain and grow existing HNW clients and reinvigorate churned clients
Provide understanding of the markets and SA products for the benefit of the client and to deepen loyalty with the brand.
Deliver seminars on a variety of financial and market topics to nurture current and prospective client base.
Have up-to-date knowledge of financial products for HNW, markets and be able to communicate on it to clients in both written and verbal form.

Requirements

Has client-facing experience in sales development with affluent/HNW clients within banking or wealth management
Currently holding SFC Type 1 and 4 license
Customer centric, results oriented and strong time management skills
Stellar sales track record of exceeding revenue targets as well as a willingness to be hands-on and build long-term client relationships
Authentic in their approach to client relationships based on strong knowledge of products and markets
Excellent verbal and written interpersonal skills; ability to deliver professional and persuasive presentations
Be a problem solver
Must be fluent in written and spoken Cantonese

Benefits

Employee financial and physical well-being

Compensation package: you will receive a competitive total compensation package that includes employee stock options if you are a full-time employee.
Comprehensive insurance coverage: hospitalisation and surgical insurance which also includes, extensive outpatient coverage such as dental benefits and body checkups.
Management fee discount: you will receive an employee discount on your asset management fees when you invest with StashAway.

Flexible work arrangements and policies

Work-from-home policy: you may choose to work from home or the office depending on what works best for you and your team.
Work-from-anywhere policy: you may request to work remotely for up to eight weeks in another country.
Unlimited paid annual leave: it should be simple for you to decide if you would like to take more or fewer days off. We trust that you are accountable for your work and know best if you need 10 or 30 days of paid annual leave that year.
Personal work equipment budget: it’s important that you have a workstation that’s optimal for you wherever you are.

Learning and development opportunities

Annual L&D budget: you will be given an annual Learning and Development budget to help you continuously learn in your pursuit of your professional and personal development. You may use the budget for resources and tools that may help you perform better at work.

Team bonding budget and initiatives

Quarterly team bonding budget: we encourage you to socialise with colleagues across job functions, departments, and entities to know them better as individuals beyond what they professionally do.
Annual off-sites (Oct): each off-site gathers all employees for a full day of company-wide team bonding activities and challenges.

About us

What We Do

StashAway is the faster way to reach your financial goals. As a digital wealth management platform, we design personalised portfolios and monthly investment plans based on your unique characteristics, and manage your portfolio with highly advanced investment strategies.

The company was founded in Singapore in 2016 with the ambition of expanding to other fast-growing Asia Pacific markets since 2018.

StashAway is led by its three founders, Michele Ferrario, former CEO of ZALORA Group; Freddy Lim, former Global Head of Derivatives Strategy of Nomura; and Nino Ulsamer, founder of several technology companies around the world.

Why We Do

We deliver sophisticated, personalized advice at a fraction of the cost of existing, basic solutions. Our advanced technology enables us to deliver to each investor a sophisticated investment strategy that was once only available to institutions and high net-worth individuals.

Traditional investment products charge between 1.25% and 5% in annual fees. At 0.2% to 0.8% in annual management fees, StashAway offers a convenient, digital user experience with personalised portfolios with no minimum balance, no restrictions for withdrawals, and real-person client service. We encourage individuals of all net worths with portfolios of any size to build their wealth.

Who We Are

Supported by prominent advisors, the StashAway team is committed to providing investment advice and client experience of the highest quality. Our team is made up of top-tier developers, designers, fund managers, creatives, and managers with diverse backgrounds from all over the world – currently representing Australia, Belarus, China, Denmark, France, Germany, Hong Kong, India, Indonesia, Italy, Japan, Malaysia, Poland, Russia, Singapore, Sri Lanka, Syria, Thailand, the United Kingdom, the United States, Vietnam, Greece, Lebanon and Zimbabwe.

StashAway has raised US$74M+ from reputed investors like Sequoia Capital India, Eight Roads Ventures and Square Peg.

We write our own rules, and do whatever it takes to build a meaningful product and service. We work hard, don’t cut corners, and love bonding over (lots of) food.

With regards to our culture, we want StashAway to (i) have a rewarding, diverse, radically candid and cooperative growth environment; (ii) where people work hard, take responsibilities and grow as individuals and as a team; (iii) embrace an open-minded meritocracy, and (iv) are ethical and compliant.

Wealth Advisor - StashAway Hong Kong