Financial Planning / Wealth Management
A winning streak
Nothing screams success louder than a full complement of professional talents. In Jenny Wong's case, this is buoyed by good practice, ethical understanding, and a strong desire for knowledge. Currently a vice president at Hang Seng Bank's private banking department, Ms Wong takes pride in her work and numerous rewarding relationships, which she has fostered over the last 10 years with a discerning group of high net worth clients. Her rich experience in managing the wealth management needs of this specific customer segment was acknowledged in the awards presentation ceremony of this year's Hong Kong Institute of Bankers Outstanding Financial Management Planner Awards where she grabbed grand titles.
First winner of the grand award and best presentation award in the inaugurated group C category this year, Ms Wong says that proper preparation equals success. "The competition put my analytical and presentation skills under scrutiny," she adds.
Thanks for the bank's training and exposure, Ms Wong has gained substantial experience in the field but the competition was an experience on its own terms. "The third-round assessment required me to prove my competence in a 15-minute presentation, so I had to make sure that I'd come prepared." she recalls.
"What I did was to convince members of the judging panel of my acumen the way I do my customers," Ms Wong reveals winning tips. "Assert yourself and manage time well to keep their interest but then again you must know your audience and understand their objectives."
Over the last six months, Ms Wong had plenty of opportunities to review her planning techniques and customer strategies with help from colleagues and friends. Her comprehensive approach to client servicing proved triumphant.
"A typical face-to-face client meeting can be conducted in a more relaxed ambience because you can never rush your customers into a quick sale," she explains. "Clients are by and large reluctant to share sensitive personal information so you must prepare them psychologically, cultivate a trusting relation and project a professional image."
Ms Wong is fairly content with her career and she welcomes increased management responsibilities. "I believe I could pass on my knowledge and skills to bring new colleagues up to speed with the overall banking environment," she says.