Mary Joy Lou

She has diverse experience in financial services, insurance, pharmaceuticals and vaccines, client support, and business development.

She is experienced in supporting Financial Advisers serving high-net-worth (HNW) clients through paraplanning and administrative assistance, including preparing compliant financial planning documentation, coordinating client servicing, and ensuring a seamless client journey. Prior to relocating to the UAE, she spent almost nine years in the Philippines as a Medical Representative and Insurance Advisor, where she built strong expertise in customer service, sales, relationship management, and business development. She has since spent nearly 10 years in the UAE and GCC supporting financial services, business development, and commercial projects.

She has a solid understanding of financial planning processes, regulatory requirements, client servicing standards, and the regional business environment. Her experience includes preparing financial and insurance documentation, supporting advisers with investment and protection solutions, and coordinating with clients, providers, and financial institutions to ensure efficient and compliant service delivery. She is organized, detail-oriented, and dependable, with a strong focus on accuracy, compliance, and delivering high-quality support.