Cultivate patience and time management skills
After graduating, Hill Yu Yee-fung (left) joined a US-based bank as an analyst. He left when a friend introduced him to the 'AXA Associates' professional training programme, aimed at shaping consultants. The AXA financial planner talks to Wong Yat-hei
What's your academic background?
I graduated from the Hong Kong University of Science and Technology in physics and mathematics.
How do you start your day?
I start by organising my schedule. I then meet with my managers, after which I go out to meet clients.
What does your job entail?
I help clients manage their wealth, and serve both individuals and corporates. For the former, I look into their financial status, and help them plan for the future. I help corporate clients retain their staff with more generous packages. I also provide them with updates on MPF. I keep a positive mindset at all times, which is crucial to client servicing.
What are the major challenges you've encountered so far?
One was a claim case caused by a car accident. There were three car insurance by three companies and I had to co-ordinate between them to negotiate an appropriate claim.
What have you learned about your career? What are your plans?
I have learned that patience and time management are key.
Any advice for those who are planning to enter your industry?
Find someone to look up to, and follow their advice.