LIM JIA HUI ZANN
ADVISORS ALLIANCE GROUP
I was first exposed to the financial advisory industry in 2017 as a sophomore undergraduate at the National University of Singapore. My internship programme back then had widened my perspectives on financial planning, and made me realise how the scope of a financial consultant doesn’t end with the transactions made, but rather the continuous pursuit of value-adding to my clients and growing with them. The mere process of planning for the betterment of my clients’ personal finances gave me quite a bit of fulfilment in the career aspect of my life, along with the many conversations exchanged with a vast group of individuals which made it all the more enjoyable. I’ve also been able to reconnect with friends whom I haven’t met for ages, and made some new ones too!
Inertia is the biggest challenge.
It’s always nice to see the industry expanding as it means that there are more people who can share the responsibilities of walking clients through their life journeys. New blood in the industry also means new ideas for more fun and holistic approach to financial planning. The biggest challenge that people might face would be the inertia to take a leap of faith toward the path less travelled. It is rare for someone to be particularly interested in sales as a dream career, not to mention that of an insurance company’s products. I guess the missing piece of this puzzle would ironically be the first-hand experience, which will actually reveal how a financial consultant’s role stretches much wider than depicted.
Discipline is key.
Discipline easily fires all other traits. Being disciplined as a financial consultant ensures that we can remain diligent in continuously seeking self-improvement to achieve higher standards of competency. Responsibility also stems from discipline, and that’s the basis of it all — to be responsible for our clients who have entrusted their lives with us.
Be that resourceful friend.
I would like to think that I’ve simply been playing the role of a resourceful friend with a listening ear to my clients! I enjoy updating my friends and clients about finance-related insights or news, and even “lobangs” or good deals that I happen to come across. The interesting thing about being a financial consultant is also the fact that it’s somehow all-encompassing, involving many other aspects of life that may not be directly related to the field. I guess my role here is to not only provide financial solutions for them but also offer friendly advice in times of trouble as well as to share the joy in their happiest moments in life.
Accolades
6th Runner-up, Top Financial Consultant 2022
AIA High Net Worth Prestige Club (Senior Personal Wealth Manager) 2024
AIA High Net Worth Prestige Club (Personal Wealth Manager) 2023
AIA FA Prestige Club (Platinum) 2022 and 2021
International Dragon Award – Bronze Dragon Award (Agent Category) 2024, 2023, 2022 and 2021
100 IDA Team Award 2024, 2023, 2022 and 2021
Million Dollar Round Table 2022 and 2021
Bachelor of Arts in Sociology, Minor in Economics
Chartered Financial Consultant (ChFC®️/S)
Associate Estate Planning Practitioner (AEPP®️)
TESTIMONIALS
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:
connect@aiafa.com
Phone
1800 248 8000
To learn more about us, visit