江韦霆

Kong Wai Ting, William

副总裁

Vice President

個人介紹

江伟霆先生现任富饶家办副总裁,自2014年起专注于退休规划、身份规划及跨代财富传承,至今已为香港及中国内地超过300个高净值家庭提供量身定制的财富管理方案,江先生秉持高度的专业精神,始终以客户利益为依归,深受客户信赖。

他持有多项业界认可的专业资格,包括:

  • 核准退休顾问 (QRA)
  • 注册特许财务策划师 (FchFP)
  • 認可信託策劃師 (CFP)
  • 百万圆桌会會員 - 合资格会员 2020 - 2024 (MDRT)

如今,随着客户业务不断拓展,他将业务重点放在统一的跨境财富管理和家族办公室谘询上,协助高净值家族应对日益复杂的全球财富格局,制定整合式、具前瞻性的财富传承策略,确保资产跨代稳健传承与增值。

除专业服务外,江先生积极投身行业人才培育,与知名大学合作,推动财富管理领域的人才培训,包括与暨南大学学生就业指导中心携手,开展专为中国内地高考生设立的香港财富管理实习计划,为跨境财富管理领域培养新一代专业人才,为行业注入新的活力与创新思维。

专业资格

  • 香港财务策划师学会 - 核准退休顾问
  • 亚太财务策划协会 - 注册特许财务策划师
  • 財富承傳策劃協會 - 認可信託策劃師
  • 百万圆桌会會員 - 合资格会员 2020 - 2024

William Kong serves as Vice President of WealthAxis Family Office. Since 2014, he has specialized in retirement planning, identity structuring, and generational wealth transfer, delivering wealth management solutions to over 300 families across Hong Kong and Mainland China. His dedication to safeguarding clients' best interests has earned him a reputation as a trusted advisor. .

His expertise is validated by prestigious credentials including :

  • Qualified Retirement Advisor (QRA)
  • Certified Financial Planning(FchFP)
  • Certified Trust Planner
  • Million Dollar Round Table Qualifier

Today, as his clients expand globally, he now places his business focus on unified cross-border wealth management and family office consultancy, developing integrated solutions for high-net-worth families navigating increasingly complex global financial landscapes.

In the meantimes, as a visionary in talent development, William is also among the first movers to partner with leading universities, including Jinan University's Career Development Center, to recruit high-achieving Mainland Gaokao students for Hong Kong's financial planning internships. This pioneering initiative not only diversified industry talent pipelines but also nurturing a new generation of cross-border wealth management professionals.

Professional Qualifications

  • The Institute of Financial Planners of Hong Kong - Qualified Retirement Adviser (QRA®)
  • Asia Pacific Financial Services Association - Fellow Chartered Financial Practitioner (FChFP)
  • Wealth Succession Planning Association - Certified Trust Planner (CTP)
  • The Premier Association of Financial Professionals® -Million Dollar Round Table Qualified Member

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