I am currently pursuing a business degree at Singapore Management University (SMU). I was first exposed to the financial advisory industry back in February 2020 as I was looking to learn as many soft skills as I could before enrolling into university. Finance has always been the industry I wanted to pursue a career in, and one of my friends casually brought up a senior of ours who’s in the financial advisory industry. I decided to take the leap of faith and contacted him to find out more about what he does. The nature of this career matched the traits of my ideal career, as there was a greater sense of purpose and was not just a job.
Run with your clients’ best interests at heart.
The greatest vision I have in this career is to be able to shift the perception of the industry to be a well-respected one. To do so, it’s important for financial consultants to always serve their clients’ best interests, and this comes from understanding what they truly want in their lives as we listen to their perspectives and what is their ideal life.
Share your learnings across all your clients.
As a financial consultant, I’ve had the honour of meeting people of all kinds of demographics. More often than not, I’d be learning from my clients who have had different sets of life experiences, and gone through ups and downs in their life in general. Through a single conversion, I am able to download an entire lifetime’s worth of learnings to then advise them based on similar profiles I’ve encountered within my career. Through this tactic, I have been able to help clients anticipate scenarios they might not have thought of, and guide them better in their financial planning.
Learn from everyone around you.
Almost everyone in AAG I have crossed paths with has influenced and inspired me through the numerous conversations I’ve had with every colleague here. They’ve made me a more generous, empathetic, and patient person. I have also learned many perspectives on life which encouraged me to think far beyond what we can imagine and aim as high as we’d like. Lastly, I learned to always be grateful for what we have, be eager to learn, and take the initiative to serve those around us without expecting anything in return.