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Tag: Financial Planner
Adding insight
By John Cremer Job fairs and Events
Financial Planner
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Awards
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University Students
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Events Watch
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junior
The university student category in the SCMP/IFPHK Financial Planner Awards is a real test of what it takes to understand client needs and devise a comprehensive plan that meets near- and long-term goals.
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Engineering a new career in finance
By Wong Yat-hei Working Women
Finance
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Banking & Finance
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Insurance
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Financial Planning
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Wealth Management
Veronica Wong Kan-yin, manager for wealth management and protection at AIA, was a veteran educator, with her own tuition-centre business, before joining the financial-planning ...
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Earth-moving experience redirects AIA partner
By Wong Yat-hei Successful entrepreneurs’ story
AIA Hong Kong
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Japanese
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Translator
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Layoffs
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Financial Planner
The massive tsunami that struck Japan on March 11, 2011, left the country’s economy shaking and Nelson Lee without a ...
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Chef finds recipe to succeed in finance planning
By Wong Yat-hei Legal Case studies for employers
Financial Planner
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AIA Hong Kong
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Career Insights
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MPF
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Insurance
Associate financial planner Alex Ling was a chef before becoming a financial planner, having become interested in economics and finance at secondary ...
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Cakes and regular calls to find and keep clients
By Wong Yat-hei Industrial Changes from Generation Y & Millennials
Financial Services
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AIA Hong Kong
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Financial Planner
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Career Change
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Chef
Johnny Cheng Kong-pang, an AIA associate financial planner, had a successful career as a pastry chef before he entered the financial services ...
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Know how to network and communicate well
By Wong Yat-hei Recruitment tips
Convoy Financial Services
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Career Insights
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Finance
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Hong Kong Baptist University
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Social Sciences
Nick Ng Wai-lung, associate director of Convoy Financial Services, says he chose to work in finance as it’s a growth ...
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Think about the long term
By Wong Yat-hei Legal Case studies for employers
AXA China Region Insurance
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Career Insights
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Financial Planner
,
Insurance
During her final university days, Tifa Luk Wing-chi came across an opportunity to join the financial planning industry in ...
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