Is Wealth Management for you? 

Before anything else, it’s important to understand that Wealth Management is a specialized investment-advisory that offers advice and financial services to high-net-worth-individuals (HNWI), small business owners and families, making it one of most popular and distinctive fields within the financial sector. So here’s 7 reasons that make wealth management an exciting career and why you should pursue it. 

  • Making a difference - being a wealth manager provides you an opportunity to make life-changing impact on your client’s life as you offer advice that fundamentally delivers a solution to help and empower them to meet their financial priorities, aspirations and goals, ultimately contributing to the economy in general. These alone can be extraordinarily fulfilling. 


  • Self-development - being a wealth manager will push you to develop your communication, interpersonal, negotiation, problem-solving, team-work, leadership and entrepreneurial skills. These core competencies will get you very, very far in life.

  • Financial Creativity and Innovation - getting access and exposure to variety of financial planning, investment, management products and services not only makes you financially smart yourself but also gives you a window of opportunity to innovate and create new solutions.


  • A Career to be proud of - similar to being a doctor, lawyers, bankers, etc. being wealth manager offers a opportunity for you to build a career and a status you can be proud of. 


  • Lifetime professional and social relationship - being a financial advisor and wealth manager to someone generates lifelong value and makes you a unique partner as you guide your client through ever-changing situations and financial needs. 


  • Earning potentials - it’s not surprising that every financial firm has made wealth management a priority and constantly hiring financial advisors. It’s rapidly growing with high earning potential, bringing a win-win situation to every stakeholder.


  • Business Ownership - having an entrepreneurial mindset and successfully creating your own client based creates a path for you to be your boss and a business owner. 

Contact us 

Telephone: (852) 2881-3838 

Fax:            (852) 2881-1361

Mobile:       (852) 9021-5703

Job Opportunities:





Wendy Lee

17/F ,Caroline Centre,

Lee Gardens Two,

28, Yun Ping Road,

Causeway Bay, Hong Kong.

Telephone: (852) 2881-3838 

Fax: (852) 2881-1361

Mobile: (852) 9021-5703

Interested applicants may send their resumes directly to:


Note: Our company is an Equal Employment Opportunity employer that adheres to policies that are based on merit and business needs when it comes to hiring, recruitment, compensation, benefits, terminations and all other terms of conditions of employment. Please accept our utmost appreciation for your interest and while we may contact you to request further information, please note that only applicants under consideration will be invited for a

follow-up interview. Candidates without an appropriate visa to work in Hong Kong will not be entertained.

Service Hours

Mon - Fri 

8:30 am to 5:30 pm



9:00 am to 12:00 pm


Evenings by appointment    

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