CELESTE OH

To all my precious clients who trusted me to be their personal financial consultant, thank you and I look forward to a lot more exciting things that are going to happen to us each year.

ABOUT ME

I have been working in the industry for almost 5 years before I decided to join Manulife in early 2018. Prior to Manulife, I was working in a branch-based environment and attended mainly to walk-in clients with regards to their financial queries. I enjoyed the process of helping others a lot and realized I wanted to provide more in-depth financial advisory services for my clients.

I met Jeremy , who later became my manager, and I decided to join Vision Advisory Management after speaking to him. Because of the excellent platform that VA provides for the Financial Services Consultants, it took me less than a month to get used to the culture and get things running smoothly.

There were plenty of trainings and activities provided for us to gain more insights and knowledge and through all of that, I managed to acquire a lot of new skills and good experiences. I’m really grateful towards my manager, Jeremy, for always being there for his team when we needed any guidance and support. Most importantly, I believe that it is very crucial to have a good team and support system when it comes to a Financial Advisor’s success.

To anyone who is looking for an exciting switch to a Financial Advisory career, feel free to contact me and I’ll definitely try my best to help like how Jeremy did for me!

AWARDS & ACHIEVEMENTS

Top 3 FSC of the year (MLS Production Weighted)

Top 3 producer of the year (MLS Case Count)

Titans Club 4 Stars Qualification

Million Dollar Round Table 2018