LEE LAI SIANG JOSEPH
GT GROUP
A graduate of the Singapore Management University with a Bachelor in Business Management majoring in Finance, I have been a financial consultant for 4 years after making the decision to leave the banking industry as a fixed income analyst and business analyst at major banks. While my decision was met with resistance from family, I was sure of this path after witnessing a close friend struggle to pay off hospital bills for her elderly father, who was diagnosed with cancer.
Keep your head up high.
I think it is important for a financial consultant to be positive and disciplined. One is bound to face rejection in this occupation, and if you allow yourself to be demotivated, this would affect your morale a lot. Keeping a positive mindset also keeps one going when the going gets tough. Being a financial consultant is like running your own business, which many are not aware of. Without discipline, you will not manage your time well and grow your business.
Building a good life for everybody.
I hope to be financially independent in 10 years’ time and provide a comfortable life for my family. During this process, I hope to simultaneously impact the lives of my clients positively and establish positive friendships.
Abide by your principles.
I would recommend all financial consultants pen down a set of values that will help to shape and guide them along their journey. For me, I strongly believe that you should be seen as a person of integrity, and build genuine relationships with your colleagues and clients. These values are what will keep your clients satisfied, and have you serving them in their best interests.
Accolades
AIA High Net Worth Prestige Club (Personal Wealth Manager) 2024 and 2023
AIA FA Prestige Club (Platinum) 2021 and 2020
AIA High Net Worth Prestige Club (Senior Personal Wealth Manager) 2021
AIA Centurion Club 2019
AIA Superstar Club Gold 2018
Bachelor of Business Management (Finance)
TESTIMONIALS
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