YEO QI XUAN JERALYN

YEO QI XUAN JERALYN

RAY TAN ORGANISATION
ADVISORS ALLIANCE GROUP

I chanced upon my organisation’s internship programme while in university and it turned out to be an enriching and fulfilling experience for me. I have not looked back since.

Jack Ma once said, “When you are 20 to 30 years old, you should follow a good boss, join a good company to learn how to do things properly”. I am fortunate to have found both a good mentor and a good company here and I look forward to more opportunities for growth in this career.

A strong pillar of support
My family have been supportive of me since day one of entering the financial advisory industry, and I will always be thankful for that. Being in this business, the day to day life is that of an entrepreneur, and it comes with both good days and bad. My family has been my greatest pillar of support, and I wish to continue to do them proud.

A first-hand beneficiary
Having gone through a minor surgery back in secondary school, I myself was a beneficiary of insurance which helped cover the hefty hospital bills. Hence, I have always been an advocate for having a hospitalisation plan and a basic but comprehensive coverage for risk management.

Have self-determination and discipline
Being a financial consultant is never easy — it requires a lot of self-determination and discipline. One way to go about building this career is to think like an employer and work like an employee. Entrepreneurship is living a few years of life like most people won’t, so that you can spend the rest of your life like most people can’t. Be willing to challenge yourself now, and you will thank yourself later.

Accolades

AIA FA Prestige Titanium Club 2022

AIA High Net Worth Prestige Club (Senior Personal Wealth Manager) 2022

Million Dollar Round Table 2022

International Dragon Award — Bronze Dragon Award (Agent Category) 2022

100 IDA Team Award 2022

Bachelor of Business and Management

Certificate in Financial Needs Analysis and Plan Construction (Cert FPC)

Get in Touch

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