I first started out when I was 21 years old as a student advisor and it has been a decade since I joined the industry. Although my parents had objections to me pursuing this as a career, I persisted and went full-time into it when I turned 23 in 2014, after my graduation. Initially, I struggled as I encountered countless rejections and had poor time management whilst juggling between studies and work with little support from friends. But I persevered through roadshows, cold calls and other methods to grow my clientele, and I learned to build trust along the way.
A perfect fit
Financial advisory felt like a perfect fit for me even though I originally studied hospitality and tourism, as I enjoy interacting with people. But financial advisory is a people’s business too, and I was able to leverage my skills across both fields to succeed. Plus, being a financial consultant is exciting and challenging, and I do different things every day with the freedom to plan my own time.
A reliable support
I keep myself motivated by the fact that I am always the second person that clients will come to when they face any life issues. I became more of a trusted friend rather than just an advisor, and I enjoy the fact that I can be there for them, even at their lowest point in life. As a leader, what also motivates me is seeing my financial consultants grow day by day in knowledge and confidence.
A vision to start leading
I decided to move up the management path in 2021 as I felt it was the right time for me to grow more and start leading a team. Having learnt how to run this business, I hope to groom more younger generation consultants and level up their standard of living whilst providing professional financial advice to their clients. My advice is to come in with an open mind, work with your heart, trust the vision and enjoy the process.