I took the leap of faith of making a mid-career switch from a customer service manager at StarHub to becoming a financial consultant. This decision was made after both my mother and a close friend fell ill without adequate insurance coverage. Growing up largely aware of the social stigma of the industry, I decided to enter the field with a mission to change the image of the industry and its people.
8 years into my career, I have since racked up awards including the International Dragon Award (“IDA”) – Bronze Dragon Award 2019 to 2022 for 4 consecutive years, as well as MDRT 2021 & 2022 for 2 consecutive years. I have also qualified as a member of the AIA Financial Advisers Prestige Platinum Club 2020 & 2022 and was given the title of Senior Personal Wealth Manager of the AIA High Net Worth Prestige Club 2022. I was also part of Singapore’s first 100 IDA team in history to achieve the 100 IDA Team Award 2019.
The first and foremost thing to earn is your clients’ trust.
Talk is cheap, and promises are way harder to deliver than simply saying it. That is why we financial consultants are thrust with the responsibility of managing our clients’ portfolios well. Because if we are not going to do the job well, nobody else will.
This career is a long-time commitment.
Based on my life’s experiences, I truly believe that proper financial planning is important to attain #thepeaceofMINDYouneed, and not many people know about this enough. Nobody planned to fail, but many failed to plan. Fuelled by my mission to impact as many lives as possible in this arena, I hope to eventually attain the International Dragon Award – Lifetime Award.
You need an empathic heart and a rational mind.
We are taught to conduct ourselves with integrity, competence and compassion. In addition, my former job experience equipped me with traits like great communication skills, customer empathy, patience, and the ability to do active listening. These are all essential, especially when it comes to fact-finding and needs analysis, so as to make your clients feel heard and hence able to share more and uncover their real concerns which they may yet to realise.