Cac 40

Cultivate patience and time management skills

PUBLISHED : Friday, 27 January, 2012, 12:00am
UPDATED : Friday, 27 January, 2012, 12:00am

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.