A licensed financial advisor harnesses his expertise to tailor personalised financial plans to help people achieve their goals. Not only is he responsible for executing investments according to your risk appetite, the financial advisor also manages your tax strategies, budget, savings as well as insurance and real estate plans.

Being a financial advisor, there is a need to be knowledgeable and trustworthy. Whether customers are planning to get married, buy a house or looking for an expert to manage their portfolio, the financial advisor will provide professional guidance at every stage of their lives to help them make the best decisions.

The job scope of a financial advisor is therefore not only confined to maximising the clients’ profits, but more of a long term planning partner who sincerely cares about enriching his clients’ lives by giving sound professional advice on e.g. the most appropriate insurance plans, understanding complex financial instruments, budgeting and tax matters etc.

On the corporate front, your role is even more meaningful. Not only can you protect businesses against their commercial risks, with ever increasing health care costs and changing needs of employees, you can provide them with not only health care benefits, but also preventive care and wellness solutions to create a healthier and productive workplace.

Hence, it is such a rewarding mid-career switch as your job allows you to cultivate meaningful long term relationships based on mutual trust.