LIU NAI CHENG

One of the most rewarding experiences thus far was when a friend from Junior College entrusted me with his financial plans. This not only strengthened our friendship but also set a foundation for my career, highlighting the trust and responsibility placed on me as an advisor. Thanks to his trust, I am his family’s consultant today as well!

My motivation stems from the trust my clients place in me. Knowing that they rely on my expertise to secure their financial future drives me to continuously improve and update my knowledge and skills. This commitment ensures that I provide the best advice and service possible, reinforcing their decision to choose me as their consultant.

I feel that resilience is crucial in this career. The financial advisory field is challenging, with ups and downs that test one’s spirit and commitment. Staying resilient through tough times, learning from experiences, and continuously striving for improvement are key to long-term success and client satisfaction.

When recruiting, I look for ambition — a key indicator of a candidate’s potential success in this dynamic field. The drive to achieve and excel is fundamental as the industry offers limitless potential to those willing to commit. Addressing the common misconception about sales, I emphasise that sales skills are learnable and essential for success, not just in finance but across various aspects of life.

For those considering a career in financial advisory, embrace the challenges and opportunities it presents. This profession is not just about selling insurance; it’s about providing strategic financial advice that impacts lives. The unknown can be daunting, but it is also where growth and learning flourish.

Accolades

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