I was introduced to the financial services industry in 2018 as a fresh graduate from Nanyang Technological University’s Wee Kim Wee School of Communication. Ever since, I have taken pride in my role as a financial consultant, and am dedicated to helping my clients build a financial security plan based on their specific needs and personal goals. I strive to do the best for those around me and aim to be able to touch and impact as many lives as I can in my professional capacity – and more importantly, being able to be there for them as a friend.
Always have a willing, listening ear.
One thing that all financial consultants should practise as they build up their careers in this industry is to always have a willing listening ear and a genuine heart to help your clients. Sincerity is of utmost importance in our industry and is something all financial consultants should have. This is one thing I held close to my heart since embarking on this journey.
My greatest influences.
My family, especially my parents, is the greatest influence that inspires me as a financial consultant. My parents were not well to do, but they were willing to give me their all in order for me to achieve my dreams. I want to be able to give back to them for providing me with so much in this lifetime, and for the person I am today. I would not have been able to achieve so much without their constant support and encouragement. Not forgetting my friends, who have been there for me since the start of my career. I appreciate each of them for supporting me as I build my skill sets and continue to improve every day. I strive to be the best version of myself, because of the trust that has been given to me by those around me.
The evolving role of financial consultants.
We will have to be even more highly integrated in the lives of our clients, and be there to hold them as they journey through life’s greatest milestones. I think the human touch is very important in this business, we must always remember that we are working with the people and for the people. That is why it is always important to listen and have empathy for everyone.