Financial Planning / Wealth Management
A job well done
by Wendy Shair
Professional credentials and industry awards give workers in the banking and financial industry the chance to earn recognition for their knowledge and understanding of best practices.
This is something that seasoned Investment Consultant Rayson Chan from Citbank Hong Kong discovered for himself when he was selected as the Grand Award winner in the Group B category of this year's Hong Kong Institute of Bankers (HKIB) Outstanding Financial Management Planner Awards.
With nine years of experience in the banking industry under his belt, Mr Chan says his success in the HKIB Awards can be attributed to hard work, good analytical ability and strong interpersonal skills, as well as the experiences shared with his customers through the years.
He is grateful for the support from the bank's training team and, in particular, members of the bank's senior management for their help and guidance during his preparations for the competition.
"My winning formula is day-to-day personal effort plus teamwork," Mr Chan says. "My colleagues spent a lot of time gearing me up for the award over the past few months. They gave me practical advice to help me sharpen the skills I acquired over the years, in order to prepare for my written proposals and presentation. I dedicate this award to my colleagues for their diligence and expertise."
Continuing on the road to success
Competition in the banking and finance industry is expected to intensify as Hong Kong and mainland Chinese customers continue to become more financially savvy and gain a better understanding of the sector.
"Apart from giving our customers sound wealth management advice, we must also help them develop a thorough understanding of their financial needs and prioritise their objectives and goals for the future," Mr Chan emphasises. He notes that the HKIB Awards gave him an excellent opportunity not only to review his skill sets but, more importantly, to reinforce his career aspirations.
"While preparing for the competition, I came across a good number of complicated case studies, which allowed me to increase my knowledge and upgrade my skills. I've sharpened my professional edge during the process and now find myself more familiar with many aspects of financial analysis and wealth management," he says. "All the things I've learnt will eventually translate into me serving my clients better."
In a bid to move up the career ladder and expand his scope of competence, Mr Chan aims to further enhance his banking knowledge and communication skills through ongoing learning. "I'm eager to take on new challenges and continuously improve my planning skills and client-service techniques to develop a long-term career in the field."
Hong Kong's banking and finance industry is known worldwide for its sophistication and efficiency. To maintain this global standing, banking employers in the city are paying a premium to attract, develop and retain talent.
Since a knowledgeable and resourceful workforce plays a pivotal role in client-service excellence, the bank is committed to talent development, says Maisie Lam, Country Human Resources Director, Citi Hong Kong. Citibank designs and runs a well-balanced training calendar. "We set very high professional standards, particularly when it comes to client service," Mrs Lam says.
Taken from Career Times 2 December 2011, A12