Thank you for entrusting your financial planning needs to me and I will continue to commit my very best effort to refine your financial goals according to your life plan.
Prior to working in the insurance industry, I was working as a Relationship Manager in a bank for 4 years. The experience fuelled my interest and passion to help others on their financial journey and I was ambitious to achieve more. I believed that with my expertise, I could accomplish beyond what I was able to do in the banking industry. So I ventured into the Insurance industry as a Financial Advisor.
To me, a good Financial Advisor should be armed with these qualities: Great networking skills, strong drive and determination, and also being able to prioritize clients interest. Vision Advisory’s support is really crucial throughout my years as a Financial Advisor as they have given me the support system and training I need to achieve my career goals.
This is a definitely a rewarding career where you equate the amount of effort and results, or maybe even more, compared to the banking industry.
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