My journey in the financial advisory world began in 1997, bright-eyed and eager, in a Tied Agency. I learned the ropes, celebrated early wins, but soon, a nagging feeling grew. I saw clients, bless their hearts, sometimes buying policies out of loyalty, even if it wasn’t the perfect fit. It felt like a betrayal of their trust. I knew there had to be a better way, a way to truly serve their needs, not just sell a product.
Even with these challenges, it was during my time at the Tied Agency that I first discovered my passion for leadership, building my first team in 2002. It was fulfilling to guide and mentor others, but I yearned for a way to do it without the constraints I felt, to empower both my team and my clients.
That’s what led me to Financial Alliance in 2007. It was a liberation. Suddenly, I had a whole spectrum of options at my fingertips. I could tailor solutions, build portfolios that were as unique as the individuals they served. The relief I felt was immense, but it was nothing compared to the relief I saw in my clients’ eyes when I could finally offer them truly unbiased advice.
A few of my team members from the Tied Agency felt the same way, and they made the leap with me to FAPL. Their trust meant the world to me, and I’m incredibly grateful that they’re still with me to this day.
This wasn’t just a career move; it was a homecoming to my values.
With this newfound freedom, I continued to build my team. I’ve also realized that recruitment is much easier here at FAPL compared to my previous company, as people are now more aware of the importance of different platforms that benefit both clients and consultants.
But my vision remained the same, to not just build any team – but a family.
I believe in leading through trust, not control. I wanted to create a symphony where each member felt empowered to play their unique instrument, knowing that together, we could create something beautiful.
Recruiting for me is about finding hearts, not just resumes. I look for that spark – a hunger to learn, unwavering ethics, and a proactive spirit. I always tell potential recruits, “It’s okay to be slow at first, as long as you have the right attitude. We are not just building careers, we are building lives.”
I remember one team member who joined us, seeking a career that offered her more flexibility to care for her child.
She was initially shy, lacking in confidence. We worked closely, tackling case studies and engaging in role-playing sessions to hone her skills. I’ll never forget the day she told me about her first successful client presentation. She described how she confidently outlined the financial plan, addressing the client’s concerns with poise and expertise. I could hear the excitement in her voice, the pride in her accomplishment.
Though I wasn’t there in the room, I knew at that moment that she had found her stride. It was a testament to her hard work and our shared belief in her potential. Even till today, she has become a company award winner and is more confident, happier, and a successful professional who is excelling in her career while balancing her family life with grace.”
My long-term goal is simple: to create a space where my team can achieve not just financial success, but also a fulfilling life outside of work. If you’re considering a career switch, I’ll tell you this: it takes time, dedication, and a genuine passion for helping others. But with hard work, continuous learning, and the right support, you can build a career that is both rewarding and meaningful.
So, why choose my team? Because here, you’re not just an advisor; you’re family. We celebrate each other’s triumphs, big or small. We believe in growth, in learning, in supporting each other every step of the way. We believe that success is not just about achieving financial goals, but about living a fulfilling life, both inside and outside of work. If that resonates with you, then come, let’s write your next chapter together. We believe that together, we can go far.
Important: The information and opinions in this article are for general information purposes only. They should not be relied on as professional financial advice. Readers should seek independent financial advice that is customised to their specific financial objectives, situations & needs. This advertisement or publication has not been reviewed by the Monetary Authority of Singapore.
Jacqueline started her financial planning journey with as an agent with a Tied Agency in 1997. Over time, as the insurance industry became more competitive and clients’ needs evolved, she saw the importance of improving customer experience by offering more well-rounded advice and customised products that would appeal to her clients at a deeper level.
In 2007, she joined Financial Alliance as an Associate Director as she is aligned with their vision of providing a service that is both balanced and unbiased. In doing so, she created an autonomous and productive team of her own.
Under her leadership, Jacqueline’s team grew in size and business has thrived. Today, she has 19 Advisory Associates under her management.
Perhaps the reasons for her team’s prominence and for people taking the plunge to join her are because of her candor, affection, and the consideration she has for her team members and clients.
The insurance industry is one of the most dynamic and complex industries in Singapore, but Jacqueline has made her agency flourish by staying agile and flexible, and she has kept up with all the changes by staying abreast of emerging technologies and trends.
Jacqueline’s commitment is that she will always be unselfish with her own time and her own energy in order to support her team members. This is based on her belief in helping them discover financial success by trusting them and motivating them to do their best.
If Jacqueline’s nurturing way resonates with you, come and learn more about how you can be part of her team.
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根据《个人数据保护法》,鑫盟理财私人有限公司征求您的同意向您收集并使用您的个人信息。鑫盟理财将根据公司的个人数据保护政策所阐述的用途使用您的个人资料(例如姓名,证件号码,联系电话,邮寄地址,电邮地址和照片)。 该政策可在本公司网站上查寻,网址为 https://fa.com.sg/data-protection-policy/.
By submitting this form, you are deemed to have read and understood FAPL’s Personal Data Policy.
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By submitting this form, I confirm that
提交此表格,即表示
In compliance with the Personal Data Protection Act, Financial Alliance Pte Ltd (“FAPL”) seek your consent to collect and use your personal data (e.g. name, NRIC, contact numbers, mailing addresses, email addresses and photograph) for the purposes of and in accordance with FAPL’s Data Protection Policy, which can be found on FAPL’s website at https://fa.com.sg/data-protection-policy/.
根据《个人数据保护法》,鑫盟理财私人有限公司征求您的同意向您收集并使用您的个人信息。鑫盟理财将根据公司的个人数据保护政策所阐述的用途使用您的个人资料(例如姓名,证件号码,联系电话,邮寄地址,电邮地址和照片)。 该政策可在本公司网站上查寻,网址为 https://fa.com.sg/data-protection-policy/.
By submitting this form, you are deemed to have read and understood FAPL’s Personal Data Policy.
提交此表格,即表示您已阅读并理解鑫盟理财私人有限公司的个人数据政策