CHAI POH ZHENG
ADVISORS ALLIANCE GROUP
I am currently a second-year student at Singapore Management University, pursuing a double degree programme in business and economics. After serving my national service, I was seeking opportunities to improve myself before matriculating into university
After exploring several places and trying different things, I was introduced to this career by a friend of mine. I had my reservations initially, but after speaking to many people in AAG, I decided it was the best place to spend my youth at.
Find someone to look up to.
One of my greatest inspirations so far has been David Goggins, and he inspires me to keep working hard to achieve my goals. As a student, I wanted to do more than my peers and be ahead of the cohort. Being a financial consultant can give me the flexibility to be working while I complete my studies, and it is also possible to earn a full-time income while getting to know people. Knowing that I am a hardworking individual, I decided that this was the best path for me.
Put yourselves in your clients’ shoes.
Having spoken to many individuals of different backgrounds, I believe I can not only apply my own experiences, but also their experiences when giving financial advice. Most importantly, when applying my experiences, I stand in my clients’ shoes to make sure that I am giving them advice only after considering their feelings and situation.
Empower your clients.
I think financial consultants should be able to provide their clients with a sense of direction. When discussing financial planning, clients will often share their short-term and long-term goals. Good financial consultants are able to empower their clients to dream big and realise that their ideal life is attainable.
If you are considering this profession, give it your best shot and you will not regret it!
Accolades
AIA FA Prestige Titanium Club 2021
International Dragon Award 2021 – Bronze Dragon Award (Agent Category)
Financial Needs Analysis and Plan Construction (Cert FPC)
TESTIMONIALS
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