CHAN JIAMIN PRISCILLA

TERENCE LIM-CALEB TAN ORGANISATION
ADVISORS ALLIANCE GROUP

I began my journey with AIAFA as a financial consultant in June 2023, a path that unfolded through a connection with Terence Lim, introduced to me by my brother. Terence opened my eyes to the potential within this career, leading me to embark on this journey confidently.

My greatest goal as a newcomer to financial advisory is to master the art of providing comprehensive services to my clients, ensuring I can manage the entire process independently and seamlessly. This ambition drives me daily, guiding me towards becoming a proficient and reliable advisor.

One of the most valuable lessons I’ve learned early in my career is the importance of not taking things personally. In this profession, our primary aim is to assist others, and maintaining a pure intention is key. When we focus genuinely on helping, everything else falls into place naturally.

For those contemplating a career in financial advisory, my advice is simple: be open to trying. This career is not only rewarding in the financial sense but also rich in learning opportunities. It’s a journey that enhances your soft skills and exposes you to experiences you might not encounter in other industries. Embracing this path has allowed me to grow in ways I never anticipated, and I look forward to where it will lead me in the future.

Accolades

AIA Centurion Club 2024

AIA High Net Worth Prestige Club (Executive Personal Wealth Manager) 2024

Million Dollar Round Table 2024

Get in Touch

I look forward to your enquiries and appointment.
Please leave your contact details and message for me below.

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