Wealth Management Elite

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Industry Introduction

One-stop Financial Services
An all-round financial service should include wealth appreciation, saving service, risk management, mortgage, investment and asset management and so on. What we offer you is a One-stop Financial Service to meet all of our clients’ needs.

Industrial Prospect
People take retirement planning much more seriously after the launch of MPF. The concept of financial management has become so popular that the public is aware of the importance and urgency of wealth management as there is a strong need of wealth management specialist.

Financial Industry is the lifeblood of the Hong Kong economy, with the rapidly-developing economy in Mainland China; Wealth Management Professionals is a much desired career presently and in the future.

Development & Profession

From the first day of joining WM District, you will be given a comprehensive training along with acquiring more qualifications in different stages of your career. With our support and opportunities, you will be able to realize your career potential.

Get ready before joining:

- Internship training for the Local

- Career Seminar

Simulate Practice Training (QuickStart, Choicepoints)

- License Courses

Assist you to get the necessary Licenses
The passing rate is 14% higher than the market average

Beginner Stage

- Foundation Training

Insurance and financial planning knowledge
Selling Skills

- New Agent Training Course/ Financial Planner Training

- Journal Success 90

Developing Stage

Advancement Program

Core 1 - Customer Based

Personal Financial Planning

• Financial Health Check
• Wealth Management
• Risk Management
• Total Protection
• SFC Licensed Representative Course
• MPF

Business Client

• Business Insurance
• Worksite Marketing

Core 2 - Career Representative Development

• MIR: Interpersonal Relationship Workshop
• PIB: Professional Image and Behavior Workshop
• 5 Time-Management

Mature Stage

- Professional Development Program

To foster and assist the sales representative getting internationally recognized professional qualification.

- CFPCM : Certified Financial Planner

- HKRFP

- RFC

- FChFP

- CIAM

- FLMI

Career Path

In this industry, you can develop and control your own career according to your will, character and direction you choose. In other industries or careers, career development is always influenced by other circumstances that you have no control. At WM District, you will determine your career, making it as success as you desire.

There are 2 development directions. The first is progressing towards a Senior Business Manager position through the accomplishments of your sales. The second way is team-building, making progress towards management level and getting promotions to become a Senior District Director.

Own Sales Accomplishment Direction:

Sales Representative/ Financial Planner → Assistance Business Manager → Business Manager → Senior Business Manager

Manager, Wealth Management & Protection → Senior Manager → Associate Director → Director

Management Direction:
Sales Representative/ Financial Planner/ Manager, Wealth Management & Protection → Assistance Unit Manager → Unit Manager → Senior Unit Manager → Branch Manager → District Manager → District Director → Senior District Director → Executive District Director → Executive District Director and Honorable Advisor

Are you Suitable?

1. Pursuit of Professional; Aspire after Success:
These 2 elements are indispensable to this industry. The stronger the desire, the more success you will be.

2. Be interested to PEOPLE:
This is a people-oriented industry; you should be curious to different kind of people, and find out their needs and characters, and search for suitable solutions for them.

3. Positive Attitude and Self-disciplined:
You will enjoy fixable working hours, but this kind of “freedom” needs the support of being self-disciplined.

Do you have the above 3 characters?
From baby-booming to aging, our government expenditure in senior citizen is increasing but the social welfare and support for them are still very limit. People take retirement planning seriously in the recent decade, which raised the need of financial planning services.

This is the perfect timing to join this gradually standardizing and professionalizing industry.