NG JOLEEN

TOH HONG MENG-ANG CHEE KOK ORGANISATION
ADVISORS ALLIANCE GROUP
I joined AIA FA in April 2022. My interest in the financial advisory field was piqued during my university years, where I was searching for a career that could offer both personal satisfaction and professional development. The turning point came from witnessing the challenges my father faced due to inadequate insurance coverage. This personal experience highlighted the importance of proper financial planning and inspired me to enter this field to prevent similar hardships for others.

My greatest career goal is to be recognised as a leader in the financial advisory industry, renowned for my integrity, commitment to excellence, and dedication to client satisfaction. My approach to achieving this involves continual learning and professional development to stay abreast of the latest industry trends and best practices. I am committed to building strong, trust-based relationships with my clients, ensuring that their financial needs are met with the utmost care and expertise.

The most crucial lesson I have learned as a financial consultant is the importance of building genuine relationships based on trust and understanding. The technical aspects of financial planning are fundamental, but the ability to connect with clients on a personal level is what truly defines a successful advisor. This empathetic approach not only helps in tailoring specific and effective financial solutions but also in fostering long-term relationships that are rewarding both professionally and personally.

For those new to the field, understand that success in financial consulting does not come overnight. It requires perseverance, a strong work ethic, and a commitment to continual learning and improvement. The ability to remain disciplined and resilient, even when faced with setbacks, is crucial. Embrace every challenge as a learning opportunity and maintain a steadfast focus on your long-term goals.

Accolades

AIA FA Prestige Club (Titanium) 2024

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

AIA FA Prestige Club (Gold) 2023

Million Dollar Round Table 2024

Get in Touch

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