A graduate of the Singapore Management University with a Bachelor in Business Management majoring in Finance, I have been a financial consultant for 4 years after making the decision to leave the banking industry as a fixed income analyst and business analyst at major banks. While my decision was met with resistance from family, I was sure of this path after witnessing a close friend struggle to pay off hospital bills for her elderly father, who was diagnosed with cancer.
Keep your head up high.
I think it is important for a financial consultant to be positive and disciplined. One is bound to face rejection in this occupation, and if you allow yourself to be demotivated, this would affect your morale a lot. Keeping a positive mindset also keeps one going when the going gets tough. Being a financial consultant is like running your own business, which many are not aware of. Without discipline, you will not manage your time well and grow your business.
Building a good life for everybody.
I hope to be financially independent in 10 years’ time and provide a comfortable life for my family. During this process, I hope to simultaneously impact the lives of my clients positively and establish positive friendships.
Abide by your principles.
I would recommend all financial consultants pen down a set of values that will help to shape and guide them along their journey. For me, I strongly believe that you should be seen as a person of integrity, and build genuine relationships with your colleagues and clients. These values are what will keep your clients satisfied, and have you serving them in their best interests.