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PRC Wealth Management Management Trainee / Manager / Director - Job Opportunity at HK Apex Financial Planning Company

Hong Kong, HK
Full-time
Mid-level to Senior
Posted: May 3, 2025
On-site
HKD 30,000-50,000 per month

Benefits

Professional certification support
Career advancement opportunities
Access to global financial markets
Comprehensive training program
Management track potential

Key Responsibilities

Develop and execute comprehensive wealth management strategies for high-net-worth clients
Provide expert financial advisory services across multiple asset classes
Lead portfolio management and investment planning initiatives
Execute retirement and risk management planning
Facilitate cross-border business opportunities with focus on China market
Drive professional development and certification achievements

Requirements

Education

Bachelor's or Master's degree in any discipline

Experience

Experience in management, sales & marketing preferred

Required Skills

Self-motivated Hardworking Strong interpersonal skills Communication proficiency Fluent Mandarin Client relationship management Financial analysis Portfolio management

Certifications

CFPCM ChFC RFP RFC
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Sauge AI Market Intelligence

Industry Trends

The wealth management sector in Asia-Pacific is experiencing rapid growth due to increasing high-net-worth individuals, particularly from mainland China.The industry is shifting towards more sophisticated, tech-enabled advisory services with a focus on cross-border wealth management.Regulatory changes in the Greater Bay Area are creating new opportunities for wealth management professionals with strong mainland connections.

Salary Evaluation

The offered salary range of HKD 30,000-50,000 monthly (approximately USD 46,000-77,000 annually) is competitive for mid-level positions but may extend higher for director roles, potentially reaching USD 150,000+ annually with bonuses and performance incentives.

Role Significance

Likely working within a team of 5-10 wealth management professionals, with potential to lead larger teams at director level.
The position's broad scope (Trainee to Director) suggests a strong focus on internal advancement and leadership development.

Key Projects

Cross-border wealth management initiatives for mainland Chinese clients High-net-worth portfolio restructuring Retirement planning for international clients Risk management strategy development

Success Factors

Strong understanding of both Hong Kong and mainland Chinese financial markets Ability to build and maintain high-net-worth client relationships Professional certification achievements Cultural competency in dealing with diverse Asian clientele Advanced advisory skills across multiple financial products

Market Demand

Very high demand, particularly for Mandarin-speaking professionals who can service mainland Chinese clients. The role's flexibility across multiple levels indicates aggressive expansion plans.

Important Skills

Critical Skills

Mandarin language proficiency is essential for accessing the crucial mainland Chinese market Relationship management skills are fundamental for client acquisition and retention Technical financial knowledge across multiple product types is required for comprehensive advisory services

Beneficial Skills

Additional Asian language skills Digital wealth management platform experience Understanding of international tax and estate planning Experience with ESG investment products

Unique Aspects

Rare opportunity to progress from trainee to director level
Strong focus on mainland China market access
Comprehensive professional development support
Multi-market exposure across Asia-Pacific

Career Growth

2-3 years for advancement to next level, with potential fast-track options based on performance

Potential Next Roles

Regional Wealth Management Director Head of Private Banking Chief Investment Officer Managing Director

Company Overview

HK Apex Financial Planning Company

A significant player in the Asian financial services sector with presence across 18 markets, indicating strong regional network and resources.

Well-positioned in the growing Asian wealth management market, particularly strong in cross-border services.
Extensive Asia-Pacific footprint provides unique opportunities for cross-market experience and client development.
Performance-driven environment with strong emphasis on professional development and certification achievements.
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