Alvin Peh, Cfp® Aepp® Email & Phone Number

Hi, I am Alvin Peh and a multi award winning Agency Leader and multi-MDRT and COT developer.2023 marks my 25th year in the finance industry. My career in financial services began after graduation and I have dedicated myself to it ever since. My accomplishments include Million Dollar Round Table qualifications and top managerial awards – company and industry wide.My passion lies in 3 areas:Investment: To research and identify trends for efficient portfolio management using various market tools.Estate Planning: To facilitate the transfer of wealth of on-shore and offshore HNW individuals and their families.Mentoring and Coaching: To mentor and coach like-minded individuals who aspire to excel in the financial planning profession. I have helped mentor and groom many award-winning consultants who have qualified for MDRTs and COTs.My team and I help professionals, HNW individuals and families to SECURE WEALTH, GROW WEALTH and TRANSFER WEALTH.To get my mind off work, I exercise daily. Usually weekdays, I will be in the gym and weekends, you can find me running along ECP.https://manulifefa.com.sg/rep-disclaimer.html

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  Avp

  Manulife Financial Advisers Pte Ltd

  Sep 2019 - Present - Singapore

  Strategic Planning: As a member of the agency’s core management, I am responsible in developing and implementing the agency's overall strategic plan. This includes identifying market trends, exploring growth opportunities, and determining the appropriate strategies to achieve the agency’s and Financial Sales Consultants’ growth.Performance Management: As a team leader, I am in charge for supervising the sales activities of the Financial Sales Consultants, which includes setting performance targets and goals, developing and implementing performance strategies, and ensuring that our Financial Sales Consultants are trained and competent to advise our clients professionally.Client Investment Relationship Management: Regular updates on market outlook and clients’ portfolio is critical to the on-going trust built by the advisers. My role is to provide investment updates and strategies for my advisers to keep their clients abreast on market changes so that the clients’ financial goals are on track.Career Management: As a Career Coach of my Consultants’ career, the career development path of my consultant is of paramount importance. Using a proprietary Career Optimisation Program, identifying the Consultants’ key strength to guide them to explore different target markets helps the Consultant to uncover new passion This process may lead them to working in the High Net Worth/Off-shore space or the Agency Management career path.