First Affiliation Management Group was founded on the belief that for the team to grow, a holistic system must be in place where individuals support one another. And indeed, over the course of a few years, we have refined said system that enabled us to grow tenfold in strength, and many times more in the values we bring to our clients and partners alike.
Outside the scope of our work, we take time out regularly to give back to society through various Corporate Social Responsibility (CSR) initiatives. It helps us to stay grounded in our purpose and values. It also reminds us that our work is far from over and there is so much more needed to be done.
Only through prudent financial advice and delicate financial planning, placing the interest of our clients and partners before our own, can we continue to touch lives, one at a time. Only through constant improvement in each facet of our well-being can we magnify our positive impact on our surroundings.
Only through attracting and involving like-minded partners on this journey with us can we strive to become more.
Duties:
- Developing financial plans to help clients achieve their long-term and short-term financial goals.
- Advising clients on taxes, retirement planning, investments, and insurance decisions, depending on their financial goals.
- Assessing how certain life changes and financial status changes affect clients’ financial plans and adjusting such plans accordingly.
- Traveling to clients’ homes and places of business to consult with them.
- Monitoring financial markets and economic conditions.
- Soliciting new clients through cold-calling, emailing, advertising, and seminar-hosting.
- Communicating with accountants, real estate agents, attorneys, and other professionals to verify the information.
- Researching suitable investment opportunities for clients.
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