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SEAH ROH TING
WINFINANCIAL GROUP
My transition to AIA Financial Advisers as a district in January 2023 marked a new chapter in my career. Now a Senior Financial Services Consultant and aspiring manager, my commitment to providing holistic financial planning with a personal touch has only deepened. Inspired by a senior from my school days, I saw the profound impact that attentive and personalized financial advice could have on individuals and families. This inspired me to make a difference in the lives of others by becoming a part of their journey through work, personal life, or family matters.
In my career spanning over a decade so far, one of my most rewarding experiences has been managing accounts for families spanning up to four generations. These families have not only entrusted me with their financial planning but have also welcomed me as one of their own. The depth of these relationships was highlighted when members from these families supported me during my father’s wake last year.
What keeps me motivated is the beauty of building these meaningful relationships and being an integral part of my clients’ lives. The privilege of sharing in their real-life experiences has accelerated my personal growth and development, enriching my life in ways I had never anticipated.
In my view, the most crucial trait for a financial consultant is empathy, coupled with a genuine care for people. Our business thrives on the quality of the relationships we build, making it essential to approach each interaction with heart and understanding.
For those considering a career in this profession, my advice is to find the right mentor and team; ones who share your values and are committed to your growth. The mentorship and community you choose can significantly influence your career trajectory in this business.
When recruiting new financial consultants, I look for individuals who exhibit a willingness to learn and grow. This industry is constantly evolving, and a proactive attitude towards personal and professional development is key to thriving in this rewarding career.
Accolades
AIA High Net Worth Prestige Club (Executive Personal Wealth Manager) 2024
Certified Financial Planner (CFP®️)
Associate Estate Planning Practitioner (AEPP®️)
TESTIMONIALS
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