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:
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。
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 :
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.
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