Agency Development Manager Full-time Job3 months ago - Financial Services - Singapore - 140 views
Founded in 2017, with agroup of 40+ between the ages of 21 - 28. We are a vibrant community with astrong core emphasis of knowledge to bridge the gap between our vision andtough competition.
We believe in groomingnext generation of leaders to be more adept in using financialknowledge to better people's lives. Well versed in core competencies in Funds, weaim to help our clients achieve their targeted financial goals with knowledgeof financial concepts which has been successful in helping our clientachieve their intended financial objective with proven track records.
We had been actively launching campaigns & initiativescollaborating with their business partners to enhance client’s portfoliotargeting specific channels like Medical, Health & Fitness, Education,Lifestyle.
If you’re analytical, meticulous and customer/results-oriented,we’d like to meet you.
How are we different?
There is NO roadshow
There is NO door to door knocking
There is NO on street canvassing forsurvey
There is NO need to approach yourwarm market
With multiple business collaboration to create opportunities.
The organisationhadsuccessfully been generating leads for their people, hence there is no need forsuch prospecting activities.
The Takeaway & Whatyou will learn?
·CMFAS 6 Papers Certification (By AXA)
·Personal Wealth Management (Risk management &Investments)
·Wealth Protection Strategy (Risk Management)
·Wealth Distribution & Wealth Accumulation Strategies
·Companies Employee Benefits
·Corporate Business Retention Strategy (Boostcompany productivity)
·Hand-on portfolio management, valuation andreturns analysis to support investment decisions
·Neuro-linguistic Programme (NPL) skills
·Leadership training and development
·Lookout for New Business Opportunity
·Innovateideas for Marketing Strategies
·Analyseclients’ financial statuses (e.g. income, expenses and liabilities)
·Maintainand enforce structure while optimizing organisational
·Developstrategic and execute the business plan
·Examineand suggest financial opportunities (e.g. investments, property)
·Developsound plans and budgets for clients
·Customizefinancial plans according to clients’ changing needs
·Helpclients implement their plans and carry out transactions
·Maintainupdated knowledge of regulations, practices and financial products
·Candidate with CMFAS papers or CFA are preferred | Undergraduatesare welcome to apply
·Candidate must possessat least a GCE 'A' Level / Local Diploma / Degree qualification or equivalent
·Ability to analysefinancial information and comply with regulations
·Strong ethics, with acustomer-oriented attitude
·Good working andlearning attitude and willing to step out of comfort zone
·Ability to perform understress and tight deadlines
The Experience &Benefits
·First-hand experience to meet and work with stakeholders
·Rotation to various job scope to widen the exposure in possiblearea
·Attractive remuneration package: Monthly basic allowance (up to$5000) + high commission and bonuses.
·Professional development through a comprehensive training anddevelopment program will be provided.
·1 to 1 Mentorship programme