Advisors Alliance Group (AAG) is one of the forerunners in the financial services sector, constantly looking for new ways to push the boundaries and setting new standards.
Founded in 2000, our founder Tan Koon Chuan has grown AAG from a mere 30 people to a group size over with 800 consultants today. He is always forward-looking and emphasizes heavily on service. Be it to our family, peers, seniors or clients. Only by serving are we able to learn and reach the hearts of our fellowmen.
Our core values are Integrity, Compassion and Competence. And those are the driving forces that our consultants use to provide customised solutions to help busy individuals make smart financial decisions. These are values that can pass on generations, making AAG a place where your work can impact lives, always.
Advisors Alliance Group is an Authorised representative of AIA Financial Advisers Private Limited (Reg. No. 201715016G)
Providing financial planning advice based on clients' financial and protection needs.
Providing recommendation to clients on protection, savings, investments, retirement planning, child’s education planning, maternity planning, cash flow management, passive income strategy, asset allocation strategy, estate planning and legacy planning.
Job Responsibility:
Establish Client-Representative relationship: To build rapport and trust, actively listening to their concerns and demonstrating genuine interest in their needs.
Gather data including goals: Conduct thorough assessments during initial client interactions to gather relevant data, such as, clients’ financial needs and wants, ideal retirement age, and uncover short-term and long-term goals.
Analyse & evaluate financial status: Analyse key financial metrics such as revenue, expenses, net income, assets, liabilities, and equity to assess the overall financial health of the client.
Develop & present solutions: Combining data and financial status collected and develop financial plans that are suitable for client.
Implement solutions: Ensure true and accurate information in application forms submitted and the timely follow up if additional documents/information required.
Conduct annual review: Meeting up with clients to maintain client-representative relationship and identify any changes in life stages that require any financial planning review, such as, marriage, new mortgage loan, a new family member, and to keep updated on new industry practices.
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Advisors Alliance Group - Designation:
Financial Services Consultant - Profession:
Insurance - Industry:
Insurance