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

Hong Kong, Hong Kong SAR
Full-time
Mid-level to Senior
Posted: February 8, 2025
On-site
HKD 30,000-50,000 per month

Benefits

Professional certification support
Career advancement opportunities
Regional exposure across 18 APAC markets
Comprehensive training program
Management track potential

Key Responsibilities

Develop and execute wealth management strategies for high-net-worth clients
Provide comprehensive financial advisory services including portfolio management and asset allocation
Drive business development in mainland China markets
Conduct investment and retirement planning consultations
Manage risk assessment and mitigation strategies
Lead professional development initiatives

Requirements

Education

Bachelor's degree or master's degree (any discipline)

Experience

Previous management, sales & marketing experience preferred

Required Skills

Fluent in Mandarin Good interpersonal and communication skills Self-motivated Energetic and outgoing Mature and hardworking

Certifications

CFPCM ChFC RFP RFC
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Sauge AI Market Intelligence

Industry Trends

Increasing wealth management demand in Greater China region due to growing middle class and high-net-worth population Rising importance of cross-border financial services between Hong Kong and mainland China Shift towards comprehensive financial planning over pure investment management Growing emphasis on digital wealth management capabilities

Salary Evaluation

The offered salary range of HKD 30,000-50,000 monthly (approximately USD 46,000-77,000 annually) is competitive for Hong Kong's wealth management sector, particularly given the trainee-to-director career path. Senior positions typically command higher ranges up to HKD 100,000+ monthly.

Role Significance

Likely to work in teams of 5-10 professionals, with increasing management responsibility as career progresses
Multi-level position offering clear progression from trainee to director, indicating strong internal advancement opportunities

Key Projects

High-net-worth client portfolio management Cross-border wealth management initiatives Market expansion strategies Team development and mentoring programs

Success Factors

Strong understanding of mainland China market dynamics and cultural nuances Ability to build and maintain high-trust client relationships Continuous professional development mindset Strategic business development capabilities Risk management expertise

Market Demand

High demand with strong growth prospects due to Greater Bay Area integration and increasing wealth management needs in APAC region

Important Skills

Critical Skills

Mandarin language proficiency for mainland China market access Relationship building capabilities for high-net-worth client management Cross-cultural communication skills for regional operations Strategic thinking for portfolio management

Beneficial Skills

Additional Asian language capabilities Digital wealth management platform expertise ESG investment knowledge Alternative investment experience

Unique Aspects

Extensive APAC market coverage providing diverse exposure
Clear career progression path from trainee to director
Strong focus on mainland China business development
Comprehensive professional certification support

Career Growth

2-3 years for each career progression step, with accelerated advancement possible based on performance

Potential Next Roles

Senior Wealth Management Director Regional Head of Wealth Management Chief Investment Officer Managing Director

Company Overview

HK Apex Financial Planning Company

Regional financial services provider with significant APAC presence across 18 markets

Mid-sized player in Hong Kong's competitive wealth management sector with strong regional network
Strong APAC footprint with particular focus on Greater China region
Performance-driven environment with emphasis on professional development and regional mobility
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