CHAN XIAOYAN RACHEL

KAREN LEE-GABRIEL TAN ORGANISATION
GT GROUP

I joined the financial advisory industry immediately upon graduation. Initially, my family did not encourage me to enter this industry but the last 18 years have proven to be an amazing and rewarding journey. My accolades include being a member of the Prestige Club and achieving the Million Dollar Round Table (MDRT) award.

Humility and sincerity are key.

New financial consultants should learn to be humble and show their sincerity to people they meet. This is crucial as they build their careers in this industry. Being persistent and remaining optimistic is also something that is very important to be able to sustain in this industry.

Evolving and embracing technology.

As we move into the future, financial consultants need to evolve and embrace the efficiency that technology offers. When I first joined the industry, I used to have to print loads of documents whenever I met with a client. Now, I merely need to bring along my iPad with me. This has greatly reduced the preparation time before an appointment. Perhaps one day in future, the role of a financial consultant may be replaced by Artificial Intelligence (A.I) though I believe that is unlikely as AI can never replace the important personal touch and sense of humanity required to be successful in this role by having clients place their faith and trust in you.

Accolades

AIA FA Prestige Club (Platinum) 2024

AIA High Net Worth Prestige Club (Senior Personal Wealth Manager) 2024 AND 2021

AIA FA Prestige Club (Titanium) 2023, 2022, 2021 and 2020

AIA High Net Worth Prestige Club (Personal Wealth Manager) 2023 and 2022

AIA Million Dollar Club Gold 2019, 2017, 2016 & 2012

AIA Superstar Platinum 2018

AIA Million Dollar Club Platinum 2015 & 2013

AIA Superstar Gold Club 2014

Million Dollar Round Table 2024, 2023, 2022, 2021 and 2018

Degree in BA (Economics)

TESTIMONIALS

YOU HUI, CLIENT

Rachel is a very responsive and professional agent. Having demonstrated good understanding of the products, she is able to provide sound advice catering to the financial needs of me and my family. On top of that, she is very patient to always answer my repeated queries every year.

XIN RU, CLIENT

Rachel has been a great help throughout the different stages of my working life. You can count on her for professional advice during your insurance review. She is a dedicated advisor and always provides excellent, prompt follow ups for all my claims and queries. I am confident and comfortable with her handling my insurance portfolio and highly recommend her services to anyone who wants a reliable and professional advisor.

ANNETHA, CLIENT

Rachel is an excellent and efficient communicator. She goes the extra mile and makes time for me even when she is busy. She clears all doubts and guides me through all necessary processes. She is always willing to help even if I ask the same thing multiple times! She reassures me when I’m in doubt and provides what I need. I’ve known her for many years and she has been a great support to me and my husband. I would recommend her anytime!

Get in Touch

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

This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.

For general enquiries:

Email

connect@aiafa.com

Phone

1800 248 8000

To learn more about us, visit