Caroline has been with IO for over 7 years, with vast experience in estate planning relating to multi-nation assets, trust management, family with young children and/or single parent and special needs community. Over the years, she also garnered extensive knowledge in wealth management which allows her to build a strong and lasting relationship with her clients.

 

Find out why Caroline went from Marketing Management to embarking on Wealth Management.  

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What led you to make this move? 

It all started in my teenage years where I read an article that women should be empowered to take charge of their own finances which kick start my financial literacy journey. But after my graduation, I decided to pursue my other passion - marketing.  The turning point happened when my health took a toll while I was in my corporate job and I needed a change of environment. I thought to myself 'what is my passion' and wealth management came into the picture. 

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Why did you choose IO? 

I knew that my learning curve to embark on wealth management mid-career is extremely steep and that was why I chose IO. I wanted to be in an organisation that is forward-thinking and challenges the traditions. Started off as just an insurance agency, IO is a pioneer to see beyond offering traditional financial services and its ambition to evolve to be a wealth management group was what set it apart from others. I was offered dedicated trainings focusing on both technical aspect of wealth management and interpersonal competencies. Subsequently I decided to specialise in estate planning. 

 

How has the move helped your career?

The environment of IO allows me to grow to my full potential with the support of the leaders who are constantly ensuring individual development, both career and personal wellbeing. In return, it gave me the confidence to brave uncharted water and reach for the sky. 

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Do you have any tips on making a career switch? 

It is never too late to do so because change is the only thing that is constant. By embracing change as constance, it becomes the new comfort zone, and you will be amazed by how much more you can achieve.