Having been in the financial services industry for 10 years now, I am not only a part of the first and only Singapore team in history to achieve 100 IDA Team Award 2019 but have also received multiple International Dragon Awards (“IDA”) – Bronze Dragon Award (Producer category) from years 2015 to 2019, as well as achieved 5-time Million Dollar Round Table memberships in years 2014, 2015, 2017, 2019 and 2020. Most recently, I was awarded the Top Corporate Solutions Senior Director 2019, 2nd Runner Up – Senior Director 2019, and qualified as a member of the AIA Financial Advisers Prestige Platinum Club and Pinnacle Club 2020.
My career as a financial consultant is one built with purpose. After witnessing someone I regarded as my younger brother passed away at the young age of 19 from a brain tumour, I eventually decided to break my bond with a company in another industry to become a financial consultant. Interestingly, financial consulting runs in the family blood — both my siblings and my husband are also in the same industry.
You are responsible for your clients.
Apart from responsibility, a financial consultant should also serve with compassion, competence and integrity. We should always put our clients’ interests first, and help them achieve their own financial goals using our expertise.
Empathetic listening is a crucial skill.
As a former nutritionist with a degree in counselling, I was fortunate to have the right foundations in listening to my clients’ financial grievances and offer adequate advice in my job as a financial consultant. As I used to give health talks in my previous career, I am also better able to communicate with my clients, both prospective and current ones, and offer solutions on the spot.