Advisors Alliance - a member of the OCBC group which is Singapore’s strongest bank and provides an extensive array of financial planning solutions that cater to every facet of potential clients’ needs.
Being a member of the OCBC Group, our clients benefit from special tie-up facilities like bank loans, which further enhances the attractiveness of our holistic financial solutions.
A Graduate Management Associate is required to interact with clients for most part of his/her day and so good communication and presentation skills are a prerequisite for the job. As an associate, you can expect to dabble in business development in Singapore’s fast-growing financial service ecosystem. This position also requires thorough financial and sector knowledge in order to provide sound and reliable advice to clients. The major skills and competencies that employers look for are:
Excellent communication and listening skills
Confidence and Presentation skills
Understanding and interest in financial / banking products and markets
Ability to analyze and research information
Ability to explain complex information clearly and simply
Good sales and negotiation skills
As such, selected candidates will go through comprehensivetraining with proper 1 to 1 mentorship.
Training starts early, and this begins when potential candidates are selected to attend courses, Power Evolution Programmes, so as to gain an understanding of full range of products even before they arecontracted.
Following which, all new associates will go through a 90-days training programme conducted by Advisors Alliance. This course will enable them to cultivate a good habit of starting a fruitful day early and will provide them with a platform to discuss their daily activities with the managers that are coaching them. New candidates will share exciting ideas and experiences in prospecting for clients, as well as problems faced during appointments. During these 90 days, they will also go through coaching sessions and the Kick-Start programmes.
Kick-Start programmes further equip new associates with fun-loving essential skills, such as cold calling, prospecting, presentation, obtaining referrals, objections handling and after sales service. Coaching sessions are conducted by Charles Lim and other experience mentors and will be done as individual sessions or small group sessions. New associates must meet the minimum requirement of having eighty per cent attendance and specific sales targets during the 90 days before they can complete and 'graduate'. At graduation, they will be presented with a special tailored jersey to mark their milestone.
The training will expose the candidates to the financial services industry of Singapore.
On top of the above examination, candidates will be given training on the following
1) Financial Portfolio Analysis and Design
2) Corporate Risk Management
3) Client Acquisition and Client Servicing
4) Wealth and Asset ManagementUpon the successful completion of the training phase, thecandidates will move on to the consultancy phase. They will be required to worktogether with the consultants to come up with appropriate solutions to addressthe clients needs and concerns. This can include either wealth accumulation orpersonal risk management solutions. It can include advising SMEs on their business portfolios.
Candidates will also be required to do a weekly review of their learnings throughout their training stint and a final report upon the completion of the training.
What We OfferAt Advisors Alliance Group, we are keenly aware of the differences between a merely perfunctory employee and an outstanding financial advisor. Our goal is to provide each and every advisor under our wing with the superior support and resources needed to realize their full potential in the shortest possible timeframe.
Mediocrity is not part of our vocabulary, and our financial advisors expect and enjoy world-class resources, support and training.
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- Company:
Advisors Alliance - Designation:
Graduates Management Trainee - Profession:
Accounting / Auditing / Taxation - Industry:
Finance