A variety of education and promotion initiatives tailored for undergraduate students to explore and kick start a career in the asset and wealth management (WAM) sector
Knowing the WAM industry
Asset management generally means the provision of services in real estate investment scheme management and/or securities or futures contracts management. It covers the professional management of financial securities and real properties by a financial services entity on behalf of various clients or investors, which can be institutions or individuals.
Wealth management covers a broader variety of financial advisory and management services which include asset management, investment and portfolio management, real estate planning, tax planning, investment advisory services, and financial planning.
The WAM market in Hong Kong is mainly divided into three categories: wholesale, retail and private client markets. Key service providers:
- asset management companies
- wealth management companies
- fund houses, fund managers or fund management companies
- stock brokers
- trustee companies
- financial planners
independent financial advisors
Relevant Website Links
Career Fairs & Seminars
Career fairs and seminars are organised to help enhance undergraduate students’ understanding of the WAM sector by providing an overview on the sector while also educating students on the competence requirements, career opportunities and different roles available in the whole spectrum of the industry, from front, middle to back offices.