CHAN YUN QI

CHAN YUN QI

YAP XIN HORNG-KHOO YONG GUAN ORGANISATION
ASCENDANCE WEALTH MANAGEMENT GROUP

During my last semester at the National University of Singapore studying life sciences, I explored career options outside of my expertise out of curiosity and stumbled upon the potential of the financial advisory industry. Through a friend, I learnt about AAG and its culture, and the potential of the job as a financial consultant was intriguing enough for me to have a shot at it. Three years on, I have not looked back.

 

Giving my parents a comfortable retirement.

Being a financial consultant was never my dream job, but seeing the potential financial responsibilities I may face in the future as an only child, I stay motivated to work hard in order to have my parents retire comfortably. Like many Singaporeans in similar situations, this motivation led me to explore a career that remunerates my efforts proportionately and also helps others realise the importance of planning ahead. Not only does my line of work help me achieve my dreams, but I can also help the people around me achieve theirs.

 

Find your self-motivation.

Being in the financial advisory industry is like being your own boss. You have to manage your own schedules, clients, and most importantly, your drive and motivation. Financial consultants stepping into this industry should find ways to be self-motivated, and as many start out young, they also need to be coachable and be willing to learn from their seniors, mentors and even clients. By learning fast and adapting well, new financial consultants can go very far in this industry.

 

This career is simple, but not easy.

When I brought home my first International Dragon Award plague, it reminded me of my school days when I’d bring home medals from school activities. I realised how long it’s been since I brought something like that home, and I could see the joy and assurance in my parents’ faces when they saw the plague even though they had no idea what it took to get the award. It was at that moment I realised that they have probably worried for me being in this industry the entire time, and only managed to heave a little sigh of relief upon seeing the plague. My advice to new financial consultants is to prepare yourself for the challenges ahead, especially in the initial years. Be prepared to face any type of rejection, and always remind yourself why you wanted to have this career in the first place knowing it would not be an easy one. Do not give up until you have realised your goals!

Accolades

AIA FA Prestige Club (Platinum) 2024, 2023 and 2021

AIA High Net Worth Prestige Club (Personal Wealth Manager) 2024 and 2023

AIA FA Prestige Club (Titanium) 2022

Million Dollar Round Table 2024, 2023, 2022 and 2021

International Dragon Award – Bronze Dragon Award (Agent Category) 2024, 2022 and 2021

100 IDA Team Award 2024, 2022 and 2021

Associate Wealth Planner (AWPCM)

Associate Estate Planning Practitioner (AEPP®️)

Institute of Banking and Finance Qualified (IBF Qualified)

Associate Financial Consultant (AFC)

Bachelor of Science

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