从我接触这领域，开始有意识 & 深入了解财务规划后，我发现原来有太多太多的人没有这方面的意识。这让我激发起了一个信念, 希望能以我微小的力量帮助更多的人。很多人在我的帮助下避免了财务损失&家庭经济危机，也非常的感激我。我心底真的很开心因为从中间接地帮助到他们和感到非常地感动客户会感激我的付出&帮助，在内心深处相信我有着这个使命感要不断地这样继续帮助更多的人。同时因为我的真诚，坦诚, 良好态度&专业的服务，收获了不少好评 & 口传介绍。一份小小的感激，一连串的好评 & 介绍让我有了更大的动力去更好的服务我的客户。我的客户从陌生人变成信任的好友，一起分享生活 & 一直支持我。由此我非常地热爱这个行业，这也将会是我最后的职业。我会以最真诚的态度给予你专业的知识 & 服务。小女子会一直不断地进步，希望更好地服务你。因为我想要你知道，感谢你相信我，我也不会辜负你所望。
Since I come into contact in this field, starting realize and have known more in-depth about financial planning, I found that there were too many people who didn’t have this kind of awareness. It also inspired me a belief that I hope I could help more and more people with my little power. Many people also avoided financial losses and household financial crises under my help and are very grateful to me. I really very happy as I help them indirectly and was touched that the customer appreciate my effort & help. In the depth of my heart believe that I have this sense of mission to help more people continuously. At the same time, due to my sincere, frank, good attitude, & professional service, I received a lot of compliments & oral referrals. A little gratitude, a series of favourable comments and referrals, lets me have a greater motivation to better serve my clients. My clients from a stranger to trusted friends, share life with each other and always support me. Therefore, I have a great passion in this industry, and it will be my last career. I will provide you professional knowledge & service with the most sincere attitude. I will keep improving and hope to serve you better. As I want you to know that thank you to believe in me, and I will live up to your expectations.
根据你的现况 & 需求 客制化 最适合你的建议
Before giving you any suggestions and plans, I will go through a comprehensive financial check-up from a professional point of view.
Analyze your current financial situation, what state you are in, and whether you are on the right track.
> Understand Needs
What are the short-term and long-term goals? How to plan specifically? What can the budget be and so on?
Customize suggestions for you according to your current situation & needs.
Assist you in solving problems, protecting & growing your wealth via various financial instruments.
– 从中学至大学读书期间兼职服务业，服务了数不尽的客户。真诚，良好态度 收获上级&客户的好评
– 一年电子销售经验。与客户保持联络， 更新最新资讯给客户，让客户知道最新的讯息如何匹配到他们的需求
– 从事银行业房贷顾问 @Maybank 1年。从客户对我的信任提交资料给我，批了贷款，分析优势对比其他银行，到不断更新通知最新状态让客户知道，再与事务律师合作去处理客户的后续文件合约，和 售后的服务，包括回答客户不了解的疑惑
– 从事个人财务规划服务长达1年 身边亲朋好友都非常相信&满意我的服务，同时介绍了很多身边友人让我服务
– From secondary school to university college, I worked part-time in the servicing industry and served countless customers. Sincerity and a good attitude win the praise of superiors & customers.
– 1 year experience in telemarketing industry. Keep in touch with customers, update the latest information to customers, and let customers know how the latest information matches their needs.
– Engaged in Banking mortgage consultant @ Maybank for 1 year. From the customer’s trust in me to submit their personal documents , approving the loan, analyzing the advantages of the loan comparing with other banks, to constantly updating the latest status to the customer, and then cooperating with a solicitor to deal with the customer’s follow-up documents and agreement, and after-sales service, including answering customers’ doubts.
– Involved in personal financial planning service for 1 year. My friends and relatives surrounding me trusted me & satisfied with my service, and at the same time introduced their friends to me to serve.
早几年前在别的公司安排了医药卡和一些人寿，但其实不清楚是什么保障。认识了Joyce后，看到Joyce有在帮着客户做财务检查。好奇心下，我也要求Joyce帮我做个。由此，我才真正了解，我安排的保单是什么作用，几时能claim，等待期，等等很多的细节。Joyce都很仔细有耐心地解释给我知道，非常专业。他也帮助我怎么去更好地做规划&安排。在Joyce的安排下我对未来的未知很有安全感。也知道有事发生时，Joyce一定有责任心&专业度去解决我的疑惑 & 处理索赔等。
A few years ago, I bought a medical card and some life insurance at another company, but actually I am not clear what my insurance plan cover for. After getting to know Joyce, I saw that Joyce was helping customers with financial check-up. Out of curiosity, I asked Joyce to do one for me. After this, I only understand the protection purpose of my insurance policy, including when I can claim, waiting period, and many other details. Joyce explained to me carefully and patiently, very professional. He also helped me to make better arrangements & planning. Under Joyce's arrangement, I feel safe about the unknown in the future. I also know that Joyce must have a sense of responsibility & professionalism to solve my doubts & handle claims and so on when something happens.
我很庆幸遇到的是Joyce，真诚、真实、细心 & 有责任心的经纪人。她非常用心地了解我的需求，再给我建议如何去规划&安排，而不是贸贸然地销售我。我觉得她在这方面是非常专业的，也解释得很仔细，问的问题都能给到我答复。跟他相处地很舒服。听到朋友说他们的agent态度不好 不负责任，真的很庆幸我遇到的agent是joyce。非常推荐Joyce !
I'm glad I met Joyce, such a sincere, true, careful and responsible agent. She understands my needs very attentively, and then gives me advice on how to plan & arrange, instead of selling me rashly. She is very professional in this field. She explains everything very carefully & is able to answer all my questions and doubts professionally. It's comfortable to get along with her. I have heard other friends saying their agent has a bad attitude and is irresponsible. Luckily & glad that I met Joyce. Highly recommended Joyce!
Office Number : 03-4149 8292
Hunting Line : 012-219 2923
Email Address : firstname.lastname@example.org