Being a financial consultant at Manulife has helped me to understand the needs and dreams of people from different backgrounds. Helping my clients to take a step closer towards their ideal lifestyle keeps me inspired to do what I do. I believe that each client needs a tailored financial solution ...
We strive to deliver value-added financial advice and solutions in the areas of insurance, investments, retirement and wealth management to meet the needs of our clients, individuals and entities, with the aim to create a secure and sustainable financial future for them across various stages of their lives or businesses. We are confident of achieving this goal as we are able to provide a diverse range of financial instruments/products across different insurers and investment platforms.
We aspire to be a premier agency of choice in the financial industry, recognised for improving the lives of our clients and our community. We value our people and our clients. We place great emphasis on them as we believe they are our invaluable assets. We believe in the importance of promoting compassion in society and believe that developing and spreading compassion makes a greater impact on society than money does. This belief is aptly reflected in our agency philosophy: “Much as we believe in helping our valued Clients to achieve Financial Stability, we believe as strongly in ensuring that our Associates attain Economic Independence. As committed we are in the Total Wellbeing of our Clients, equally committed are we in the Healthy Growth of our Associates”.
To achieve this, we always encourage our people to actively contribute their time and effort to helping the underprivileged, and empower them to follow their aspirations by tapping into their talents and resources for the good of the society, company and themselves. We undertake to do our best to ensure the continuous success of this Agency and will work diligently in pursuit of our common ideals. For others to see us as a truly professional yet compassionate organization, we must see ourselves as the Affable People with Benevolent beliefs and Conscientious Commitments.
Welcome to learn more about a financial advisor pathway with DTA!
[What we do for our clients]
- Provide financial planning and investment advisory services.
- Research and present investment strategies.
- Develop and execute retirement planning.
- Implement risk management and tax planning strategies.
- Coordinate estate planning.
[What you need to strive for]
- Manage client relationships.
- Identify and cultivate new clients.
- Develop and grow a book of business.
- Open, transfer, and manage client accounts.
- Prepare financial policy and procedure documentation.
- Identify financial process improvement.
- Generate and process paper and electronic documents.
[To be successful in this role, you must possess]
- Extensive people management skills,
- Great customer service skills and the desire to continuously strive to exceed your client’s expectations.
- Leveraging on our platform with unlimited growth potential.
- Provided with industry-leading training which offers you an in-depth insight into our mass affluent and high net-worth clients.
- Receive unparalleled career development opportunities with exclusive holistic training from the very best talent within the industry.
- Rewarded with overseas retreat and conferences based on performance, along with monthly and quarterly bonuses.
- Performance packages may be offered to experienced Financial Services Consultants, Financial Agency Leaders and Bankers.
If you’re someone who enjoys creating innovative ways to reach ambitious goals, and who likes personal growth and development, this career is a unique career that enables you to provide individuals and families the opportunity to transform their dreams into realities.
The value you bring to your clients underpins the success you can achieve in this career, through which you too will attain your career progression goals.
Are you a customer-orientated, self-motivated person with a keen determination to learn and improve on your sales technique in a hands-on approach?
Are you ready to take ownership of your business, develop and lead teams, foster client relationships, and come up with strategies to drive strong sales results?
Do you have the commitment to ensure the highest level of client service is delivered as you will be responsible for providing financial insights and expertise in relation to client needs?
If you answered yes above, click "I'm Interested" and meet us today!