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I am about to work in a professional fund company. I wonder if this is a good career?

Dear taffy1: Let me introduce you to an article.

Take a look at what top players do and you’ll probably know what to do in this business.

Lin Huiyu of ABN AMRO Bank - A woman who brightens the eyes of customers with her personality. She started out as a little girl who "made a thousand phone calls a week and cried from time to time" when she entered the industry. Lin Huiyu is now a super professional and has been a nanny to a client's child.

She established herself in Kinmen, and looking back on her journey, she believes that "personality," "courage" and "professionalism" are the keys to success in this industry.

"Digital Age Fortnightly" Lin Zhengwen In order to break into Taipei's Xinyi District, which is currently known to have the highest density of wealthy people in Taiwan, ABN AMRO moved its VIP financial management center, which had always given a mysterious impression, to the first floor of an office building three years ago.

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With its large, bright floor-to-ceiling windows and round velvet sofas, if it weren’t for the signboard at the door and the famous Van Gogh paintings that can be seen everywhere, ABN Amro Taipei Branch would have been mistaken for the lobby of a five-star hotel.

"I like this workplace very much. Even my wedding photos were taken here," said Lin Huiyu, associate director of ABN Amro Bank, who was poached from Citibank three years ago and became a veteran of the opening of ABN Amro's new branch. Here, she also found a fate

I met my significant other by chance and became a wife and mother.

Financial management experts who don’t like mathematics It’s really hard to predict life’s fate, and the story of Lin Huiyu is an example.

"When I was in high school, the subject I hated the most was mathematics, and the job I least wanted to do was business." But many years later, Lin Huiyu not only graduated from the Soochow Business Mathematics Department, but also became a top financial planner in the bank.

Lin Huiyu recalled that the joint entrance examination system allowed her to enter the Department of Business Mathematics. Her biggest wish at that time was to be a mathematics teacher in school.

However, due to her independent and outgoing personality, her first job after graduating from university was as a researcher in a securities investment consulting company.

Because she was a "rookie" with no experience, when electronic stocks were booming, Lin Huiyu was assigned to the least popular "plastic, chemical, and rubber" industries. "At that time, I was busy reading the market, reading newspapers, and reading information every day.

"She worked hard alone, often speaking less than ten sentences a day." She only worked in this boring job for a few months before she decided to give up the "paranoia" of her youth and find a job "where she could interact with people."

", talking to people" work, so I started to try business work.

China Life's financial management specialist was Lin Huiyu's second job. At that time, her job content was to maintain relationships with major customers. She was not a general life insurance consultant, but a tax-saving consultant for large households with assets of tens of millions or billions of yuan.

insurance products.

At that time, as long as we maintained good relationships with old customers and found one or two new customers every month, we could achieve performance and receive good bonuses.

Lin Huiyu worked at Zhongshou for more than two years. Not only did she gradually lose the freshness, she also gradually discovered that local companies have a deep-rooted culture of "preferring boys over girls". With the same qualifications and the same work content, her basic salary is higher than that of her male colleagues.

With two thousand yuan less, there are even fewer opportunities for promotion.

In order to strive for fairer job opportunities and prove her abilities, Lin Huiyu decided to move to the Financial Services Department of Citibank (the predecessor of VIP Financial Management) to develop financial business.

She makes calls every day until she feels like crying. She has no banking background. In addition to strengthening her professional knowledge on funds, bonds, etc., she only has a deposit of 250,000 yuan and a list of credit card customers. How can she dig out three million yuan from it?

VIP customers worth more than 100 yuan are her work goals.

Making phone calls to develop customers is a must-have test for almost every financial specialist when they first enter the industry. This was also the case for Lin Huiyu in the first three months of joining Citigroup.

At that time, she had a list of more than 1,000 clients, so she stipulated that she would start making phone calls when she entered the office at eight o'clock every morning and could not stop until eight o'clock in the evening. After deducting meal time, she made more than 1,000 transactions in the first week.

The list was all finished, but the chance of closing the deal was very low. "I often cried at that time." However, she has a strong personality and does not allow herself to remain depressed. Instead, she adjusts her words and thinks about a new life,

I was familiar with it the second time, so I went through the list three times within a month. After slowly establishing a relationship with customers, I naturally started to make money.

"I once flew to Kinmen to open an account." Lin Huiyu came into contact with a customer who lived in Kinmen on the credit card list. She called at least five times in one day and continued to explain to the other party the benefits of becoming a VIP financial account. However,

The customer stated that he was in Kinmen and could not go to Taiwan to complete the procedures. Lin Huiyu, who had never been to Kinmen, had the mentality of "if the account opening fails, just treat it as a trip" and used her vacation to fly to Kinmen at her own expense. The customer saw

She is so sincere and action-oriented, and she enthusiastically introduces local pottery shop owners, Kinmen knife kings, and even winery owners to her. Therefore, during the short weekend holiday, she actually gained many new customers at once. This

This special experience became "the best example for developing customers" among the science majors at that time.

Rely on professionalism and not follow customer requirements. In just one year, Lin Huiyu became a financial management specialist at Citi Wealth Management Bank due to her excellent performance. Before leaving Citi, she was already responsible for financial management in private banks with assets of more than US$3 million.

consultant.