Entry Level Welcome | Agency Development Manager

Reich Consultancy | Date Posted: 2-Sep-2018
EA Licence No: 17C8690 | EA Personal Registration No: R1770664
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Job Nature:
Permanent, Contract
Position Level:
Entry Level, Experienced
Qualification:
'A' Levels, Diploma, Bachelor's / Honours

Job Description


Agency Development Manager

Founded in 2017, with a group of 40 between the ages of 21 - 28. They are a vibrant community with a strong core emphasis of knowledge to bridge the gap between their vision and tough competition. 


The company believes in grooming next generation of leaders to be more adept in using financial knowledge to better people's lives. Well versed in core competencies in Funds, they aim to help their clients achieve their targeted financial goals with their in-house financial concepts which has been successful in helping their client achieve their intended financial objective with proven track records.


They have been actively launching campaigns & initiatives collaborating with their business partners to enhance client’s portfolio targeting specific channels like Medical, Health & Fitness, Education, Lifestyle.

If you’re analytical, meticulous and customer/results-oriented, they’d like to meet you.

How are they different?

There is NO roadshow
There is NO door to door knocking
There is NO on street canvassing for survey

There is NO need to approach your warm market

With multiple business collaboration to create opportunities.

The organisation had successfully been generating leads for their people, hence there is no need for such prospecting activities.

The Takeaway & What you will learn?

 CMFAS 6 Papers Certification (Fully Sponsored by Company)

 Personal Wealth Management (Risk management & Investments)

 Wealth Protection Strategy (Risk Management)

 Wealth Distribution & Wealth Accumulation Strategies

 Property Planning

 Investment Management

 Companies Employee Benefits

 Corporate Business Retention Strategy (Boost company productivity)

 Hand-on portfolio management, valuation and returns analysis to support investment decisions

 Neuro-linguistic Programme (NPL) skills

 Leadership training and development


Responsibilities

 Look out for New Business Opportunity

 Innovate ideas for Marketing Strategies

 Analyse clients’ financial statuses (e.g. income, expenses and liabilities)

 Maintain and enforce structure while optimizing organisational

 Develop strategic and execute the business plan

 Examine and suggest financial opportunities (e.g. investments, property)

 Develop sound plans and budgets for clients

 Customize financial plans according to clients’ changing needs

 Help clients implement their plans and carry out transactions

 Maintain updated knowledge of regulations, practices and financial products

Requirements

 Candidate with CMFAS papers or CFA are preferred | Undergraduates are welcome to apply

 Candidate must possess at least a GCE 'A' Level / Local Diploma / Degree qualification or equivalent

 Ability to analyse financial information and comply with regulations

 Strong ethics, with a customer-oriented attitude

 Good working and learning attitude and willing to step out of comfort zone

 Ability to perform under stress and tight deadlines


The Experience & Benefits

 Performance Recognition

 Rotation to various job scope to widen the exposure in possible area

 Attractive remuneration package: Monthly basic allowance (up to $5000) + high commission and bonuses.

 Professional development through a comprehensive training and development program will be provided.

 1 to 1 Mentorship programme

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Interested applicants, please write in with detailed resume in MS Words format.

EA License Number:17C8690

Please Provide:

1) Availability

2) Current/ Expected salary

3) Reasons for leaving previous employments

We regret that only shortlisted candidates will be notified.