IRENE LAI
ADVISORS ALLIANCE GROUP
I was an IT solutions sales manager for many years before I became a financial consultant. I have always been a strong believer in insurance, and when I learnt more about the full suite of services that a financial consultant can provide to clients, I was convinced that it’s a career that I would like to be in as it serves a greater purpose. I’m really glad I took that bold step to make a mid-career switch, as I definitely feel like I am impacting more lives than before.
A people’s business
I was brought into this industry as I have always been a people’s person. I truly enjoy talking to people, understanding and analysing their needs, and addressing their needs by proposing the right product/service. When clients are happy with my services, that’s when I find the greatest joy and satisfaction. As an active value momentum investor in the stock market and funds, I strive to help my clients achieve financial freedom as soon as they can.
A desire to serve
I keep myself going and motivated by providing good services to friends and clients who have placed their trust in me, and believe that I will continue value-adding to their lives. I strive to excel in this career so that I can continue to serve them to the best of my abilities. Every little gesture matters
The most rewarding moment of my career was when a client showed his appreciation by sending a thank you note, and a little treat after his complex claim was approved. I was honoured that my hard work was deeply appreciated, and every gesture reminds me of my purpose in this career.
Accolades
AIA FA Prestige Titanium Club 2022
AIA High Net Worth Prestige Club (Senior Personal Wealth Manager) 2022
AIA FA Prestige Gold Club 2021
Bachelor of Science in Computer Science
Diploma in Personal Financial Planning (DPFP)
Certified Estate Planner
Get in Touch
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Phone
1800 248 8000
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