WeLab Bank - Head of Sales Management, Wealth and Bancassurance

WeLab, a leading pan-Asian fintech platform, operates two digital banks (WeLab Bank and Bank Saqu) as well as multiple online financial services in Hong Kong, Mainland China, and Indonesia, with over 70 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

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

• Lead the sales management function for the Bank’s wealth and insurance businesses, driving revenue growth, sales productivity, advisory excellence, and frontline performance management
• Develop and execute annual wealth and insurance sales strategies aligned with the Bank’s business objectives, including revenue, AUM, fee income, insurance premium, and customer growth targets
• Identify growth opportunities across investment, insurance, advisory, and external partnerships to tap into affluent customer segments, increase share of wallet, and deepen customer relationships
• Build a high-performing sales team from the ground up in a structured and phased approach, establishing sales KPIs, target frameworks, incentive frameworks, and performance management routines
• Track business performance through dashboards, scorecards, and management reporting, identify productivity gaps, and implement corrective action plans to improve customer conversion and sales effectiveness
• Manage sales pipelines across investment funds, robo advisory, stock trading, life insurance, general insurance, and other new products to achieve a balanced revenue mix and product cross-sell targets
• Drive cross-selling and up-selling strategies, improve customer engagement and portfolio penetration, and partner with product owners and Marketing to optimize lead generation and campaign effectiveness
• Partner with digital and product teams to improve sales funnel effectiveness through analytics and technology, and support digital advisory and hybrid advisory initiatives

What is required and what we’re looking for:

• University degree in Finance, Economics, Business Administration, or a related discipline
• HKSI Papers 1 and 4, with IIQE Papers 1, 2, 3, and 5 preferred
• Relevant SFC and HKMA regulated activity qualifications, with CFP, CFA, or equivalent professional certifications advantageous
• 12+ years of wealth management, insurance, or retail banking experience, with a minimum of 5 years in senior sales leadership roles
• Strong experience managing wealth and insurance sales teams, with a proven track record in achieving revenue and AUM growth targets
• Experience in sales management, performance analytics, and incentive programs
• Sound understanding of HKMA, SFC and IA regulatory requirements
• Strong strategic thinking, commercial acumen, stakeholder management, and data-driven decision-making capabilities
• Strong leadership and team development capabilities, with a customer-centric mindset and change management capability
• Strong communication and influencing skills, with the ability to work closely with business partners

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

We offer a competitive salary package to the successful candidate.

All information provided by applicants will be used for recruitment purposes only. Information of unsuccessful applicants will be destroyed within 24 months of receipt.