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投身財策專業八九十後也有出頭天
02 May 2012
行業前景和發展空間無限,Matthew 及 Jason決意投身財策專業。
談起八十後九十後,社會往往認為他們都是受寵壞及容易放棄的一群,其實積極上進,勤奮工作的亦大有人在。這群年輕人欠缺的可能是一個發揮潛能的機會。如能選對行業,好好把握機會,八十後九十後也能一展所長!
訪問當日Jason和Matthew看來精神奕奕,談吐得體,完全推翻一般人對八十後九十後的負面印象。Jason 在大學主修經濟及金融系,甫畢業即加入AXA安盛,並參加了專為大專畢業生而設的精英培訓計劃 -「AXA Associates」。而另一位主角Matthew加入公司短短4年, 已晉升為助理組別經理,並建立了自己的團隊。
談到入行經過,Matthew表示入行前替家人打理茶餐 廳生意,有感生活圈子狹窄,希望趁年輕闖一番事業,故另覓出路,在朋友介紹下認識財策行業,看好行業前景於是決定加入,期望擴闊眼界,為人生翻開新一頁。
Jason表示他在讀書時已打算從事金融工作,早已考 取相關專業牌照,畢業後應徵理財顧問職位,在面試時遇見了其事業上的伯樂Frankie:「Frankie對財策工作充滿熱誠,積極提攜後輩,令我對他所帶領的團隊充滿信心。」面試當日,Jason還出席了公司舉辦的財策事業發展講 座,令他對行業有更深入了解,促使他下定決心向財策行業進發。
確立目標 為事業路向定位
面對前路,年輕人總有困惑迷惘的時候,二人在確立事業路向前亦曾有過一番掙扎。Jason說:「畢業後曾猶豫應加入甚麼公司,因為家人和朋友都認為,主修金融到銀行工作是理所當然的事,當了解到AXA安盛的事業發展前景及晉升路徑後,讓我能更清楚掌握事業發展路向,深信只要肯付出,定能創一番成績!」
Matthew指出考慮入行時,身邊的人都不大看好:「現在回想過去,我知道當日的決定是明智的。隨著年資的增加,與更多客戶建立互信關係,能夠為他們計劃人生,甚至成為朋友,為我帶來極大的滿足感,也證明了自己的能力。成為理財顧問的經歷真令我喜出望外!」
勤奮有活力 年輕顧問也可以很專業
不少人認為理財顧問還是年長一點較可靠。作為年輕一輩的理財顧問,會否覺得自己欠缺優勢?Matthew說:「年輕人學習能力強,具拼搏精神,工作勤快有活力。其實較年長和年輕的理財顧問都各有優勢。」
Jason謂:「每個人都會經歷起步階段,行業講求專業知識,只要努力學習,加上經驗累積,年輕顧問也可以很專業。作為新晉,我們都非常珍惜每個機會,為客戶提供專業的財策方案。」
正直有承擔 深得客戶信賴
二人入行日子不算長,但上司對他們的評價很高,前途可謂無可限量。問到理財顧問須具備的特質,Jason說:「富責任感及誠懇的態度是理財顧問的重要條件。過往兼職的銷售經驗,令我培養了良好的溝通技巧和說話能力,加上對客戶的敏感 度,使我更能了解客戶的需要。」
Matthew謂:「理財顧問的職責是協助客戶理財及提供足夠的保障,服務質素非常重要。我們必須從客戶角度出發,除熟悉產品外,還要對市場保持敏銳觸覺,並具備良好分析能力,才能按市場趨勢及客戶需要, 提供專業及貼心的服務。」
Jason同意:「好的理財顧問必須有承擔,守候客戶身旁照顧其需要是我們的職責,客戶有索償需要時我們會盡力協助。」
Matthew及Jason坦言入行後生活充實,最大得著 是個人成長,所學到的都能一生受用。您也在尋找事業路向嗎?二人將於2012年5月8日(星期二)親身分享他們開拓個人事業的心路歷程,不妨參考一下他們的經驗!
財策事業發展講座
日期:2012年5月8日(星期二)
時間:晚上7:30至9:00(7時正憑券入場)
地點:尖沙咀北京道8號朗廷酒店宴會廳
嘉賓講者:
基督教正生書院陳兆焯校長看到不少本質良好的邊緣青少年,因欠缺社會的期望而糟蹋人生,透過施行愛與關懷的教育,培養學員自力更生的精神。陳校長將親身分享如何啟發年青新生代盡展所長,活出豐盛人生。
查詢:3104-3517
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