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Tailor-made Services Satisfy Clients' Future Needs
Noble Apex Advisors Limited
People with strong earnings power may not have equally strong wealth management skills to achieve financial freedom and independence. For this reason, a professional financial advisor is an important life-long partner.
"Set for Life" is the motto of Noble Apex Advisors Ltd., and this accurately reflects how prudent financial planning can allow people to enjoy their lives in the future with peace of mind. According to Mr. M. F. Chan, managing director of the Company, this 'plan-ahead attitude' has also been adopted as the Firm's human resources strategy.
Knowledge-based, Tailor-made Services.
Mr. Chan says that the financial planning profession should be service-oriented as opposed to sales driven, and its operational modes should be different from those of banks, insurance companies or other financial institutions. "We always provide comprehensive financial planning solutions and products in the best interests of our clients. To cite an analogy, while some textile factories are involved in mass production, we act more like an individual tailor, making suits for clients that result in an exact fit in terms of size and taste." To work in this more exclusive tailor-made service mode, Mr. Chan says that the Company has established higher standards for employee recruitment.
"To provide comprehensive services, our staff must understand everything related to financial planning, including investment techniques as well as the concepts of insurance, risk management and offshore management, and much more. This fully reflects the industry's development today as one that is based ostensibly on knowledge."
Professionalism and Corporate Unity Overcome Downturns.
Noble Apex Advisors Ltd.is led by three key personnel, who possess more than 10 years' experience. This includes Mr. Chan himself, who says that in Hong Kong there are no more than 10 practitioners in the industry with equivalent background and expertise. The professional and academic qualifications of their team are also quite impressive. About 20% are chartered financial analysts (CFA), certified financial planners (CFPCM) licensees, certified public accounts (CPA), members of the Hong Kong Securities Institute (MHKSI), and members of other professional organisations. In fact, the Company is an industry leader with the very highest proportion of consultants boasting recognised professional designations.
Noble Apex Advisors Ltd. was set up in 1998 while Hong Kong was suffering through a severe economic recession. However, the Company management and staff united to overcome difficulties and became a well-known trusted brand in the industry.
Their management strategy emphasises talent retention, which has been a critical factor in the Company's success. "We have a low turnover rate, with more than 50% of our team of about a hundred consultants having worked in the company for three years or more," says Mr. Chan. "We seldom actively recruit staff, whereas many financial consultants who've worked in other companies apply to join us."
Climbing up to the Apex. Embracing the Future.
As one of the Company's leaders Mr. Chan has planned the firm's future direction. "Hong Kong's role as a bridge linking the East and West is still important. So in the future we'll continue to strengthen our market position with an emphasis on staff quality instead of quantity." Mr. Chan also shared his views about hiring potential candidates, saying - "This is an industry that provides professional services, so those who work hard can expect a reasonably good salary. Ours is an industry on the rise with huge market demand. This makes it ideal for talented individuals to develop their careers.
"Many experienced practitioners have knocked our doors, because those who aspire to rise higher in this industry want to join a company that represents goodwill, professional standards and solid support," says Chan. It seems that those who seek the apex of fortunes are attracted to the company name- "Noble Apex". |
