I have been a financial consultant since my university days. I was fuelled to find a career that could bring me fulfilment and meaning while satisfying my desire to positively impact the lives of the people around me. 8 years on, I am now an Associate Wealth Planner with an International Dragon Award (“IDA”) – Bronze Dragon Award 2019 and a member of AIA Financial Advisers Prestige Titanium Club 2020 under my belt. I was also part of Singapore’s first 100 IDA team in history to achieve the 100 IDA Team Award 2019.
Being a financial consultant is no easy task.
Apart from conducting yourself with integrity and responsibility, it is also important to be ethical and professional when you are offering a product to a client. You have to make sure that the recommendations we give fulfil the client’s needs, and at the same time, we must be responsible for the after-service when we help them with their claims.
Bigger dreams beyond financial advisory.
While my biggest career goal is to qualify for the Court of the Table, I also want to eventually set up my own charity organisation to provide help to needy children in Singapore.
Integrity, compassion and competence.
The reason why I have stayed with this job for 8 years and counting is because of the values of financial consulting that resonates deeply with my own beliefs. As long as I can confidently say that what I am doing is honest work, then that is enough to bring me satisfaction in my job.