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Be humble before clients, rich or poor

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Why you can trust SCMP

Kate Tsang Yee-ki (left), a financial planning manager at Hang Seng Bank, has been winning awards since her university days. She was recognised as an outstanding financial management planner in a competition held by the Hong Kong Institute of Bankers and was promoted from trainee to her current position after only a year. She talks with Wong Yat-hei about her career so far.

What is your academic background?

I took up BBA in marketing at the City University of Hong Kong. I had the opportunity to study at Syracuse University in New York and to work as an intern at General Electric.

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What does your job entail?

The most important aspect of my job is to understand customers within a short period of time, and then provide professional financial plans that fit each client.

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What has been your major challenge?

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