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NIKI LEE LOEI WEN
ADVISORS ALLIANCE GROUP
I was introduced to the financial advisory industry when I was still an undergraduate at the National University of Singapore, where I stayed in Temasek Hall for 4 years. Reuben, my mentor, was my hallmate and a student advisor at the time, and I was always impressed by how hard he worked. One day, he invited me to his company’s career seminar and realised this ticked a lot of my requirements for an ideal career — being able to positively impact people, control my schedule and work in a dynamic environment with minimal corporate politics. I’ve never looked back since!
Paying it back to my family.
Another major reason why I joined the industry is after witnessing the rate at which my parents were ageing. I wanted to turn the tables around to take care of them instead, and I also wanted to be one less ‘bad egg’ in the industry and make sure that at the very least, my family and loved ones have proper financial planning. I already enjoy connecting with people, strangers and friends alike, and making it my career is a no-brainer.
Embrace challenges and grow.
This career, while challenging, has offered me growth in both emotional and professional aspects. In the grand scheme of things, I strive to perform well for my family and my lovely team. My agency and team leaders constantly come up with challenges and incentives that spur us on daily, and that is something I appreciate.
Coachability is Key.
Aside from being disciplined and passionate in your line of work, I believe that it’s important to be coachable and receptive to feedback, even if it’s negative. For me, I am proud to see my juniors grow and excel in their own right in this business — this not only stems from their hard work but also from their continued efforts to improve themselves after receiving feedback. At the end of the day, this is a fulfilling career where you get to nurture others so that they can make a better life for themselves and their family.
Accolades
AIA FA Prestige Club (Gold) 2024, 2020 and 2019
AIA FA Prestige Club (Platinum) 2022 and 2021
AIA High Net Worth Prestige Club (Personal Wealth Manager) 2022
Million Dollar Round Table 2022 and 2021
International Dragon Award – Bronze Dragon Award (Agent Category) 2022 and 2021
100 IDA Team Award 2022 and 2021
Bachelor of Science (Honours)
TESTIMONIALS
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