KIU WEN JUN XAVIER

The most rewarding moment in my career thus far occurred in 2023, my first full year in the field, when I received recognition for my efforts. This accolade was particularly satisfying as it affirmed my ability to assist those close to me with their financial planning. The personal satisfaction derived from helping others achieve financial security is unparalleled, and it continues to motivate my work every day.

My career has been greatly influenced by my mentors, family, and partner, who have provided unwavering support throughout my journey. Their encouragement, especially during challenging times, has been indispensable. Additionally, my colleagues, who share the same struggles, offer a unique type of camaraderie and understanding that helps me persevere and strive for excellence.

I firmly believe that being a financial consultant is an evergreen role. Financial needs are highly individualised, and there is no one-size-fits-all solution. Effective financial planning requires a personalised approach, facilitated by a professional who can tailor financial strategies to individual needs. This aspect of the job ensures ongoing relevance and necessity, as financial products should always be prescribed rather than simply purchased off the shelf.

For those new to the industry, it’s crucial to meet as many people as possible. The more individuals you interact with, the better — even if they do not become your clients, each interaction provides valuable learning experiences and helps build your understanding of the vast array of financial scenarios that people face.

Accolades

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