Plan, work hard, keep learning
Unlike most of her colleagues, AIA financial planner Bobo Chow Po-yu (left) is not a university graduate. After secondary school, she worked for a few years as a waitress and receptionist before becoming a secretary to Matthew Lui, her team head at AIA. Under his guidance, Chow decided to make financial planning her career. She talks to Wong Yat-hei
What's your academic background?
I left school after Form Five. I don't have a university degree.
How do you start your day?
I arrive at the office at 8am. I attend meetings and training sessions by different colleagues to learn about financial products and sales techniques. At 10.30am, I do paperwork, helping clients with claims. In the afternoon, I meet with clients. If there are no appointments, I make cold calls to source potential clients.
What does your job entail?
I provide financial planning services, such as selling various insurance. I also advise clients on fund investments, and assist with their insurance claims.
What challenges have you faced?
The first two months on the job were the toughest. I was worried that I might not last as I was unfamiliar with the financial products. I made up for this by investing time. My friends saw I was willing to work hard, and many of them became clients. Mr Lui helped me a lot. He took me to meet clients to teach me the right way of communicating with them.
What have you learned and what are your plans?
Work hard, plan adequately and keep on upgrading your skills.
