Jin Zhai
This page summarises the Hong Kong Securities and Futures Commission (SFC) public register record for Jin Zhai (翟津), a licensed Responsible Officer with CE reference BOS131. Currently licensed at 2 firm(s): CreditEase Wealth Management (HK) Limited, Heritvest Wealth Management (Hong Kong) Co., Limited. Active regulated activities: Type 1 - Dealing in securities; Type 4 - Advising on securities; Type 9 - Asset management. This person has 3.8 years of SFC licence history. Total licence records on file: 11.
Information
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Licence history
| Firm | Role | Regulated activity | From | To |
|---|---|---|---|---|
| CreditEase Wealth Management (HK) Limited 宜信財富管理(香港)有限公司 |
RO | Type 4 - Advising on securities | 2025-07-02 | present |
| CreditEase Wealth Management (HK) Limited 宜信財富管理(香港)有限公司 |
RO | Type 9 - Asset management | 2025-07-02 | present |
| Heritvest Wealth Management (Hong Kong) Co., Limited 瑞承財富管理(香港)有限公司 |
RO | Type 1 - Dealing in securities | 2024-01-29 | present |
| Heritvest Wealth Management (Hong Kong) Co., Limited 瑞承財富管理(香港)有限公司 |
RO | Type 4 - Advising on securities | 2024-01-29 | present |
| Heritvest Wealth Management (Hong Kong) Co., Limited 瑞承財富管理(香港)有限公司 |
RO | Type 9 - Asset management | 2024-01-29 | present |
| Heritvest Wealth Management (Hong Kong) Co., Limited 瑞承財富管理(香港)有限公司 |
Rep | Type 1 - Dealing in securities | 2023-12-04 | 2024-01-29 |
| Heritvest Wealth Management (Hong Kong) Co., Limited 瑞承財富管理(香港)有限公司 |
Rep | Type 4 - Advising on securities | 2023-12-04 | 2024-01-29 |
| Heritvest Wealth Management (Hong Kong) Co., Limited 瑞承財富管理(香港)有限公司 |
Rep | Type 9 - Asset management | 2023-12-04 | 2024-01-29 |
| Ark Group Holdings (Hong Kong) Limited 方舟集團控股（香港）有限公司 |
RO | Type 1 - Dealing in securities | 2022-05-27 | 2023-07-04 |
| Ark Group Holdings (Hong Kong) Limited 方舟集團控股（香港）有限公司 |
RO | Type 4 - Advising on securities | 2022-05-27 | 2023-07-04 |
| Ark Group Holdings (Hong Kong) Limited 方舟集團控股（香港）有限公司 |
RO | Type 9 - Asset management | 2022-05-27 | 2023-07-04 |
Worked alongside
The 20 closest colleagues, strongest tie first — individuals licensed at the same firm as Jin Zhai during overlapping periods. Ranked by how long they overlapped and how similar their regulated activities were, with shared time at a smaller firm weighted more than at a large one. See the detailed formula.