MARC MICHAEL JOSEPH

TERENCE LIM-CALEB TAN ORGANISATION
ADVISORS ALLIANCE GROUP
I began my journey in financial advisory with AIA in August 2022, pivoting from a career as a petrochemical cargo surveyor within the oil and gas industry. The shift was driven by my desire for a more interactive role and the ambition to own a bar, which I realised could be accelerated by venturing into sales — a field with potentially higher returns and personal interaction. My transition was significantly influenced by friends at AAG who encouraged me to explore this new path, which promised not only better personal fulfillment but also the opportunity to significantly impact others’ lives through financial planning.

My primary ambition in the financial advisory realm is to establish and lead a team of motivated, high-achieving professionals. I aim to cultivate a group that not only meets but exceeds their personal and professional goals through innovative sales strategies and exceptional client service. This goal supports my broader vision of creating substantial impact in the lives of others.

What continuously fuels my drive in this industry are the tangible positive changes I can make in my clients’ lives. From helping them achieve financial milestones to watching their personal growth, the job offers a profound sense of satisfaction. Trust from my clients, once earned, becomes the most cherished reward, motivating me to expand my client base and enhance my service quality continuously.

For those new to the field, understand that success in financial consulting demands substantial time investment and relentless dedication. The early stages can be particularly challenging but are also the most crucial for skill development and network building.

Anyone considering a career in financial advisory should maintain an open mind and actively seek out diverse perspectives within the industry. It’s beneficial to converse with established professionals to understand the nuances of the business better. This exploration helps in setting realistic expectations and preparing for the demands of the role.

Accolades

AIA FA Prestige Club (Titanium) 2024

AIA High Net Worth Prestige Club (Personal Wealth Manager) 2024

Million Dollar Round Table 2024

International Dragon Award – Bronze Dragon Award (Agent Category) 2024

Diploma in Hospitality and Tourism

Get in Touch

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