WANG WEI JIE DAVID

I had always seen the value financial consultants provide, having seen family members benefit from their advice and services so I was always been open to the idea of pursuing this as a career. In 2020, while still in Year 2 of my double degree program in Economics and Business Management at SMU, I met my current mentor and director through a mutual friend and decided to join the financial services industry.

Finding meaning and purpose
This career path has been beneficial to me in so many ways. The flexibility of a healthy work-life balance, income potential and career progression are just some of them. But more importantly, I have found a deeper sense of purpose and meaning in my job scope helping others to plan for their future and serving my clients well and seeing them healthily on track to their financial goals keeps me motivated. As a leader, I also make sure to help my associates grow as people and move towards achieving their goals.

A heart to serve
In a line with as much information asymmetry as this, financial consultants hold a lot of power. Having the right intentions when providing advice is especially important, even more so with the stigma surrounding this career. In the course of helping a friend’s parents understand their policies purchased long ago, my friend’s mom was so impressed with me that she recommended her daughter to join me and learn the trade from me. This incident, while amusing, is an affirmation of my services and I am reminded on how I can positively impact others’ lives when I help them.

Accolades

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