The Sky is the Limit

That has always been her mantra. As a naturally meticulous planner boosted by the finance expertise she has accumulated, Ellie has been making steady inroads in her own personal wealth management journey. She noticed that peers who embarked on a similar career track were significantly less well-off 10 years later in spite of a similar starting salary. The difference was actively converting one’s hard-earned salary into an asset that can generate more wealth. The ability to manage one’s finances well is a vital life skill few possess.

Convinced that she can make a difference to others’ financial health, Ellie was determined to leverage her finance background and personal success in her next career move. As someone who managed to retire comfortably from corporate life with proper planning and the right investments, she has the unique first-hand advantage to demonstrate the power of proper financial planning.

Ellie set to work. Initially, she considered a career in an insurance agency, a private bank and a stock brokerage. But it quickly became obvious that being an financial consultant gave her the most leeway to give financial advice in a holistic manner.

After surveying the field, she chose to join IPP because of a people-centric supportive team culture that celebrates the success of all Financial Consultant which in turn, motivates them to provide the best financial solutions for their clients

Ellie applied herself to studying the wide range of insurance products, investment tools and other wealth creation strategies. Admittedly, it was hard work especially keeping up with the constant updates, but she persevered for the good of her clients.

Most of whom are Korean expatriates and professionals including corporate leaders, fund managers, bank traders, business consultants, university lecturers, lawyers and doctors.

“I believe they are way smarter than me. I am sure they can be very good at managing their finances if they chose to do so. However, as professionals themselves, my clients understand the value of professional opinion. Since the return on their job is much higher, they choose to outsource the financial decisions to someone trustworthy. That way, they can unlock the value of their time to focus on their professions, loved ones or recharging themselves.”

Ellie is so vested in her clients’ long-term financial security, she spends much time understanding their personal circumstances. So much so that her husband often jokes that she has morphed into an Agony Aunt.

“Money is not just a simple number. It is entwined with career, relationships, and above all, one’s aspirations. Getting to know my clients well helps me guide them to make more suitable financial decisions. This is how I add value to their lives.

“My clients entrust their substantial assets under my care because they value my extensive money markets experience, and the ongoing support in the relationship that has often evolved into friendship.”

Success only comes with hard work. Fortunately for Ellie, she is blessed with the trait of being curious, which drives her to keep abreast of new products and market trends. She is an advocate for lifelong learning. Curiosity also helps get her out there to meet new people.

Through relentless drive, Ellie made it to the exclusive Producers Club by the second year of joining IPP. More impressively, she has remained in that club which recognises top producers who clock a certain amount of new business per annum, every year since. That has motivated her to continue building a base of clients who values professional advice and is keen to embark on a customised wealth building journey.

As a profession, being an Financial Consultant can be very rewarding not only in monetary terms. A disciplined Financial Consultant who has mastered time management enjoys a highly flexible lifestyle. Ellie has earned the freedom to buy any handbag that catches her fancy. And to be by her children’s side when they need her. But the ultimate satisfaction to her at this stage of her career is the power to make a positive difference in her clients’ lives.

Contact Ellie Kim at:

Corporate E-mail:
Elliekim@ippfa.com