Motto

If you grow because of someone, let someone else grow because of you.

Group

Trust Advisors Group

“Selecting a good mentor is very important to the self-employed. There may be a system to help you but a mentor, who is able and willing to spend time identifying the problems you are facing and help you overcome them, is key to your success.”

Qualifications

Diploma in Sport & Wellness Management, Nanyang Polytechnic

About

Ze Kai signed on as an army regular right after completing his National Service. During his army career, he observed that his self-employed peers worked fewer hours yet managed to earn a higher income. Searching for better work-life balance, he joined the real estate industry. However, he was unable to achieve any breakthrough. That was when he met his current boss, Mr Quek Quan Bao, who is the Senior Director of Trust Advisors Group (TAG) at SG Alliance.

Ze Kai shares his journey joining TAG, “Mr Quek explained the TAG culture which convinced me to make a second career switch in July 2017 to become a financial consultant. Under his guidance, I clinched the top rookie award for 2017 and was promoted to Senior Financial Consultant. I am grateful for the self-improvement opportunities that gave me the opportunity to learn all forms of prospecting including during events, doorknocking, roadshows, cold-calling and digital marketing. Through these lessons, I picked up valuable client management skills. The experience has transformed me into a better person with more empathy for people. I recently embarked on the road to become a manager. I have begun mentoring three young financial consultants. Contributing to the development of like-minded juniors and witnessing their progress is very rewarding.

Trust is the foundation of the financial advisory profession. Forging stronger relationships over time and reconnecting with long-lost friends who seek my advice to help manage their finances are all built on trust.

I am motivated to go doorknocking because it enables me to reach the underserved segments of society like the elderly and those who do not speak English, so they can also benefit from better financial planning.”

Personal Passions

Ze Kai was a competitive sprinter during his school days. His love for sports has carried over and now, he enjoys watching soccer, National Basketball Association (NBA) games and F1 racing. He finds the grit and perseverance of these athletes on and off field/track, inspiring. His new hobby is cycling. While he professes that he is not good at it yet, he is determined to kickstart a healthier lifestyle and has set his goal to cycle around Singapore.