Seeking a meaningful career that allows me to help people, I challenged myself to a career change and stepped into the insurance industry as a financial consultant with Manulife.
Being the planner in my friend groups since I was young, I can now transfer my skills to help my clients. I believe that every client, no matter their geographic location or net worth, deserves committed service and personalised planning. With the experience of helping thousands of clients with their financial planning, I learned that no clients are the same; it is important to customise my recommendations to suit my clients’ needs and goals.
I consider wealth planning my best area of expertise, having received many testimonies from my clients. In my 7 years as a financial consultant, I earned the title of Million Dollar Round Table producer 6 times, 4 of which are the Count of the Table Award.
Charlie
Manulife Financial Advisers Pte. Ltd.
