Earth-moving experience redirects AIA planner

PUBLISHED : Friday, 03 August, 2012, 12:00am
UPDATED : Wednesday, 15 August, 2012, 10:54pm


The massive tsunami that struck Japan on March 11, 2011, left the country's economy shaking and Nelson Lee (left) without a job. The aftermath forced the Japanese company where he worked as a translator to close down its business in Hong Kong. Lee's Japanese abilities, however, saw him meet with a senior leader at AIA, who was looking for a Japanese tutor. Lee tells Wong Yat-hei how he was convinced by the prospects of working as a financial planner and joined AIA as an associate financial planner.

What does your job entail?

I provide consultation on life, medical and accident insurance products. Helping clients solve their problems when it comes to managing their finances is also part of my duty, as well as providing advice on fund investments. I also help clients with medical claims, so sometimes I will visit clients at clinics and hospitals.

What's a typical day like?

I like arriving at the office early to look at finance news and check emails from clients. I will meet with clients or prospective clients for lunch to listen to their needs and feedback on my work. In the afternoon, I will handle paperwork and get prepared for meetings with clients in the evening.

What advice do you have for those who want to enter the industry?

Think clearly about why you want to do it. Financial planning requires long-term commitment. A successful planner is always by their clients' sides to witness different stages of their life. You need to consider carefully if this is the career you want.