Born in a humble family in a small village in Malaysia, I made a career switch from being a manager at a 5-star hotel to financial consulting, where I now lead a team of eight in the organisation. In this five-year career, I have received International Dragon Awards (“IDA”) and qualified as a member of the Million Dollar Round Table for five consecutive years from 2018-to 2021. I was also part of Singapore’s first 100 IDA team in history to achieve the 100 IDA Team Award from 2019 to 2021, and I am also a member of the AIA Financial Advisers Centurion Club in 2020 and 2021.
This is a people’s business.
From my 7 years of experience in the hotel industry, I have learnt that having service skills is important in a people’s business like this industry. If you know how to serve people well, always go the extra mile and provide services that exceed expectations, you will have no problem selling. People buy because of who you are, not necessarily because of the product alone.
Setting my own KPIs
As a financial consultant, my biggest goal is to impact more lives — at least 100 lives year after year. I feel a sense of fulfilment when I am able to help my clients plan out a comprehensive portfolio. Eventually, I hope to do proper financial planning for 1,000 families and lead a team of at least 50 successful associates with a common mission.
Have the right attitude from the beginning.
When you focus on people, money will come. When you focus on money, people will go. Always have the mindset of putting clients first. Without the trust and understanding of your clients, you will not be able to achieve whatever successes you may have.