From Engineer to Professional Financial Advisor, Here’s How This M’sian Turned His Career Around!

Leon Foong, is an engineer turned financial professional who has achieved remarkable success in the capital markets. With his career spanning over 13 years, his financial literacy and knowledge have made him a highly regarded figure in the financial industry. He holds the prestigious Certified Financial Planner (CFP) recognition after successfully completing the certification and assessment modules under the Financial Planning Association of Malaysia (FPAM).

Thereafter, Leon, with his unwavering spirit, moved up to another level of achievement by completing the utmost criteria for the Fund Manager requirement under the Securities Commission (SC).

Under Philip Capital, Leon proved his capabilities, even though he came from a humble beginning in an entirely different industry, by amassing an impressive portfolio of over RM40 million worth of assets under his stewardship in less than five years.

The key to Leon’s success lies in his concerted effort and passion as well as continuous persistence. These esteemed qualities have propelled him to achieve extraordinary results in a short period of time. At the pinnacle of his career, Leon consistently won numerous awards for six consecutive years.

In one of the years, he bagged three titles in the same year, demonstrating his exceptional performance and dedication to his beloved clients. His reputation for excellence drew hundreds of satisfied clients each year, and he continually challenged himself to reach greater heights, distinguishing himself among his peers in the financial industry.

Beyond his professional achievements, Leon also served as a senior financial coach to younger generations, newbies, rookies as well as senior advisors in the industry. He consistently encourages them to push their limits, not only in terms of academic qualifications but also in personal business revenue. Leon’s role as a mentor and coach exemplifies his commitment to empowering others and inspiring them to overcome obstacles.

Leon shares his few simple rules to reach and stay at the top:

• Don’t give up spirit

Despite continuous rejection from clients, we must keep on striving for betterment by identifying the client’s needs and fulfilling their objectives with integrity. With this ‘never give up’ spirit, we will be able to soar to greater heights and strive for excellence!

• Equip yourself with the right knowledge

It is of utmost importance to always stay abreast with the financial industry and to be well-equipped with the right financial knowledge. With the current volatile market condition, it is necessary for senior advisors to stay afloat with the current global market outlook, especially with the rising number of scammers daily. As professional financial advisors, it is vital to stay cautious at all times in order to educate our clients with sufficient real-time information.

• Love what you do even if the road is not smooth-sailing

Always love what you do, no matter how tough the challenges may be or how upset you get due to continuous rejections. You can only feel accomplished and fulfilled when you are doing something you’re passionate about. Therefore, stay focused and love what you do no matter how rough the road is. Let’s strive together for excellence and meet at the top!

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