Being one of the leading institutions in the financial services industry, we strive to deliver the explicit needs of our customers by providing top-notch sales training academy.
We adhere the 'customers-first' philosophy in offering tailor-made solutions to build their portfolio, and to deliver professional advice that exceeds the customers' expectations.
Our firm adopts one-stop solution philosophy that specializes in three different areas:
(1) Wills & trusts for asset distribution
(2) Mortgage financing & refinancing
(3) Investment solution services
We aim to generate deeper insight of the ever-changing and dynamic nature of the finance industry for existing and potential clients to keep abreast of the market trends and latest development. In line with this, we identify the best practices, and develop skills through designing customized sales training - Rising Star Academy to provide first-class sales training for individuals in learning the ropes and close the deal.