HO YOKE CHEE

HO YOKE CHEE VIVIAN

KAREN LEE-GABRIEL TAN ORGANISATION
GT GROUP

I became a financial consultant 20 years ago when I was recommended by a friend. Back then, I wouldn’t have realised the impact I would have been able to make on those around me. But 20 years on, I have not looked back and I’ve found my purpose to continue serving my community.
Have a willingness to serve.

 

As a people’s business, it is important to be able to connect with individuals and win their trust in order to help them do their financial planning properly. By treating clients as a friend and encouraging them to be open with you, you’re better able to empathise with their various circumstances and propose the right solutions based on your expertise.

 

Don’t be afraid.
Being in this business requires one to have courage and perseverance, as the financial advisory industry is one that is rife with stigma and new consultants will encounter rejections. My advice is to never be afraid to meet people, and know that only the strongest ones who stay till the end will enjoy the fruits of their labour.

 

Be patient.
Surviving in this business is akin to running a marathon, rather than a sprint. We must have patience because results will definitely not come immediately, and it’s not an industry for those who simply want to get wealthy. That is not the true purpose of why we are in this business.

Accolades

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

AIA High Net Worth Prestige Club (Personal Wealth Manager) 2023 and 2022

AIA FA Prestige Club (Titanium) 2022

AIA Million Dollar Club Gold 2019, 2017, 2016

AIA Superstar Club Gold 2018

Million Dollar Round Table 2024, 2023 and 2022

Bachelor of Science in Management (Honours)

Certified Financial Planner (CFP)

Get in Touch

I look forward to your enquiries and appointment.
Please leave your contact details and message for me below.

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For general enquiries:

 

Email

connect@aiafa.com

 

Phone

1800 248 8000

 

To learn more about us, visit

AIAFA.COM.SG

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