Arvin Kumar, Afp
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Arvin Kumar, Afp Email & Phone Number

Ex-Banker | Tax-Efficient Investments for NRIs & Expats | Wealth Management šŸ“ˆ| Ranked top 3% in šŸŒ Financial Adviser | Education & Retirement Planning Specialist | COT | MDRT at Manulife Financial Advisers Pte Ltd
Location: Singapore 11 work roles 3 schools
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Role
Ex-Banker | Tax-Efficient Investments for NRIs & Expats | Wealth Management šŸ“ˆ| Ranked top 3% in šŸŒ Financial Adviser | Education & Retirement Planning Specialist | COT | MDRT
Location
Singapore
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Arvin Kumar, Afp is listed as Ex-Banker | Tax-Efficient Investments for NRIs & Expats | Wealth Management šŸ“ˆ| Ranked top 3% in šŸŒ Financial Adviser | Education & Retirement Planning Specialist | COT | MDRT at Manulife Financial Advisers Pte Ltd, a with 938 employees, based in Singapore. AeroLeads shows a matched LinkedIn profile for Arvin Kumar, Afp.

Arvin Kumar, Afp previously worked as Associate Director, Financial Services at Manulife Financial Advisers Pte Ltd and Associate Director at Summit Planners Pte Ltd. Arvin Kumar, Afp holds Bachelor Of Science (Bsc), Finance And Financial Management Services from Singapore University Of Social Sciences (Suss).

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Manulife Financial Advisers Pte Ltd

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About Arvin Kumar, Afp

Arvin is a Ex-Banker who was dealing with High Net Worth individuals, he turned into a Financial Adviser for client centric advice & long term relationship with his clients rather than transactional relationship. He didn’t want to be part of the banks revenue driven & profit focus business model which subjected him to be under sales pressure from senior management and subject to bias advice to his clients.Arvin being a successful individual due to his prudent nature & being knowledgeable in financial markets he decided to carry on his career in a financial advisory firm where he provides holistic wealth planning services to people living, working or owning businesses in Singapore. He specializes in investment advisory in particular to the Expat community & NRIs who are very cost sensitive investors.Arvin being a Ex-Banker he has vast experience in various investment products such as insurance endowments, Mutual funds, ETFs, Structured Notes(options), Bonds & Dual Currency Investments (Forex). In his banking career he has achieved numerous awards & recognition from the banks he worked, for his excellent performance and achievements. Additionally, Arvin believes in honing his skills & craft through continually upgrading his knowledge. He holds a Bachelor in Finance which waived requirements for the Certified Financial Planner (CFP) program, and is required only to take a challenge test for full certification. The curriculum also conforms to Parts 1 and 2 of the Certified Financial Analyst (CFA) Programme. He is also a certified Associate Financial Planner by Financial Planning Association of Singapore (FPAS). He never stops learning and keeping his knowledge up-to-date, because he believes his breadth and depth of knowledge is the bedrock which enables him to provide top-quality financial & investment advice suited to the circumstances of his clients. Advice which they can rely on. Arvin is passionate about helping his clients to conceive, implement and review their financial goals which enables them to have a clear picture and empowers them to live their lives with a peace of mind. ā€œSavers can't beat inflation, but investors can!ā€ ā€œRock-bottom bank interest rates are a loss-making proposition for common folks and pensioners.ā€"How many millionaires do you know who have become wealthy by investing in savings accounts? I rest my case." - Robert G. AllenSo, is there a way to make your money work harder while you are working for the money?

Listed skills include Alternative Investments, Leadership, Powerpoint, Social Media, and 31 others.

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Manulife Financial Advisers Pte Ltd
Manulife Financial Advisers Pte Ltd
Ex-Banker | Tax-Efficient Investments for NRIs & Expats | Wealth Management šŸ“ˆ| Ranked top 3% in šŸŒ Financial Adviser | Education & Retirement Planning Specialist | COT | MDRT
Singapore
Employees
938
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11 roles

Arvin Kumar, Afp work experience

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Associate Director, Financial Services

Current

Singapore

Manulife Financial Advisers is a Singapore-based financial advisory firm known for its quality advice and professional services.At Manulife Financial Advisers, we are committed to putting our customers’ needs first. With years of experience and expertise, we are well-positioned to provide sound advice to help our customers achieve their financial goals. Our customers will enjoy access to a wide range of solutions from Manulife as well as other trusted partners to meet their insurance, investment and retirement needs.Being backed by Manulife Singapore, a leading Canadian-based financial services group with principal operations in Asia, Canada and the United States, we are well placed in a position to offer distinctive advantages with the flexibility of a Financial Advisory firm, as well as the strong governance and financial backing of an international financial services group.Manulife Financial Advisers is licensed and regulated by the Monetary Authority of Singapore (MAS).Achievements:Titans Club 4 Star (Highest Stars possible)Court of the Table (COT 2022)2 X Million Dollar Round Table (MDRT2023)Titans Club 3 Star

Apr 2021 - Present

Associate Director

Current

Singapore, Singapore

Summit Planners APX Financial is a branch representing Manulife Financial Advisers Pte Ltd.

Apr 2021 - Present

Associate Director

Current

Singapore

Summit Planners APX Financial is a branch representing Manulife Financial Advisers Pte Ltd.

Apr 2021 - Present

Assistant Vice President, Relationship Manager

Uob

Singapore

United Overseas Bank Limited (UOB) is a leading bank in Asia with a global network of more than 500 branches and offices in 19 countries and territories in Asia Pacific, Europe and North America. In Asia, we operate through our head office in Singapore and banking subsidiaries in China, Indonesia, Malaysia and Thailand, as well as branches and offices.The Retail function provides Personal and Business Banking customers with financial solutions tailored to their needs. We help them manage their money wisely and meet their financial goals through an extensive range of products and services. These include deposit, insurance, secured and unsecured loans, investment and wealth advisory services.Wealth Banking, Personal Financial ServicesUOB design and provide products and services that empower our customers to enjoy greater banking convenience while they extract more value from their money. In particular, we are focused on promoting and developing healthy saving and investment practices across generations.Job ResponsibilitiesI was part of a team of seasoned financial professionals. As a Relationship Manager within the Wealth Banking business, I was responsible for rendering financial advisory to UOB's mass-affluent customers. I was expected to achieve individual sales target while ensuring accurate and timely completion of the entire sales and compliance process.I provided prudent financial advisory and investment solutions to meet the financial planning needs and requirements of UOB’s clients.Develop and deepen relationships with clients who were assigned to meEnsure proper advisory procedures and documentation while adhering to the Bank’s internal policies, business processes and regulatory requirements (i.e. FAA and other related statutory Acts)

Apr 2020 - Mar 2021

Associate, Senior Wealth Planning Manager (Is)

Singapore

1)Brilliant Star Award (Emerging Star) 2018 H22)Elite Award Manulife December 20183)Top Revenue Manager December 20184)Excellence Award Silver December 20185)Top Revenue Manager Q2 20186)Excellence Award Silver August 20187)Rookie Award Silver July 20188)Top Revenue Manager June 20189)Excellence Award Silver June 201810)Top Revenue Manager May 201811)Excellence Award Gold May 201812)Top Revenue Manager April 201813)Excellence Award Silver April 201814)Rising Elite Award Manulife Q2 201815)Rookie Award Gold June 201816)Rookie Award Platinum May 201817)Rookie Award Gold April 201818)BSA Challenger Award Q3 201819)Excellence Award Silver June 201920)Brilliant Star Bronze Award Q1 2019

Mar 2019 - Jan 2020

Analyst, Senior Wealth Planning Manager (Is)

Feb 2019 - Mar 2019

Analyst, Wealth Planning Manager (Is)

Singapore

As a Wealth Planning Manager with Asia’s best bank, I am part of a award-winning network of some 280 branches across the region, servicing customers at a physical touch-point that remains very relevant in the digital age.Fulfilling and varied, a typical workday is:* Provide financial advice to clients through offering wealth management solutions, such as insurance, structured deposits, loans and mutual funds.* Play an active part in planning campaigns across the bank or within the branch.* Develop and strengthen long-term relationships with clients

Jan 2018 - Feb 2019

Advisor & Founder

Singapore

Your Partner in Financial Growth

Aug 2016 - Jan 2018

Sales Director

Profit On Land Strategic Investments Pte Ltd

Singapore

Business Development Director in charge of building and growing the sales force to increase Asset Under Management.• Responsible for achieving the monthly sales targets and surpass previous targets• Sell a stable and non-speculative investment portfolio collaterised by hard physical assets such as land• Offer long-term growth strategies with Legally Binding Contracts• Source for new leads• Handle all telephone and email inquiries from clients in an effective and efficient manner• Ensure customer satisfaction as well as resolve customer queries/issues/ follow-ups made• Deliver personalised service to clients on company’s investment products• Understand clients’ needs and provide the most appropriate solutions and attentions• Solicit customers’ feedback regularly and identify problem trends for improvement actions• Comply with all mandatory regulations• Manage tasks given by the Team Leader this includes handling phone calls, scheduling for meetings and appointments and any other tasks given• Build a team of capable and producing consultants in my team by training them (product knowledge, sales pitch)• Interview, select, recruit and manage new team members• Top Sales person for May 2015• Top Sales person for June 2015• Top Sales person for July 2015• Achieved Top Unit Recognition for first half of 2015• Achieved Top Unit Recognition for Year 2015

May 2015 - Jun 2017

Allied Educator (Teaching & Learning)

Singapore

• Teaching / Tutoring• Provide teaching and learning support for students within and outside classroom• Provide specific and differentiated learning and remediation support for i individual or a group of students• Assist in lesson planning and administer tests and evaluate students • Assist in developing additional learning support programmes for students• Assist in building of teaching and learning resources• Provide pastoral and welfare support to students• Assist in the delivery of pastoral and welfare programme for students• Provide differentiated support for their individual needs and work closely with teachers and parents for the well-being of the students• Assist in the conduct of Co-curricular Programme and accompany students on visits, trips and out of school activities

Jul 2012 - May 2015
Team & coworkers

Colleagues at Manulife Financial Advisers Pte Ltd

Other employees you can reach at manulifefa.com.sg. View company contacts for 938 employees →

3 education records

Arvin Kumar, Afp education

Bachelor Of Science (Bsc), Finance And Financial Management Services

The programme is taught by faculty with globally recognised qualifications and extensive experience in academia and industry. As students.

Diploma, Quality Control And Safety Technologies/Technicians

The only course offered by a polytechnic in Singapore in the field of quality studies, the Diploma in Business Process & Quality.

FAQ

Frequently asked questions about Arvin Kumar, Afp

Quick answers generated from the profile data available on this page.

What company does Arvin Kumar, Afp work for?

Arvin Kumar, Afp works for Manulife Financial Advisers Pte Ltd.

What is Arvin Kumar, Afp's role at Manulife Financial Advisers Pte Ltd?

Arvin Kumar, Afp is listed as Ex-Banker | Tax-Efficient Investments for NRIs & Expats | Wealth Management šŸ“ˆ| Ranked top 3% in šŸŒ Financial Adviser | Education & Retirement Planning Specialist | COT | MDRT at Manulife Financial Advisers Pte Ltd.

Where is Arvin Kumar, Afp based?

Arvin Kumar, Afp is based in Singapore while working with Manulife Financial Advisers Pte Ltd.

What companies has Arvin Kumar, Afp worked for?

Arvin Kumar, Afp has worked for Manulife Financial Advisers Pte Ltd, Summit Planners Pte Ltd, Apx Financial, Uob, and Dbs Bank.

Who are Arvin Kumar, Afp's colleagues at Manulife Financial Advisers Pte Ltd?

Arvin Kumar, Afp's colleagues at Manulife Financial Advisers Pte Ltd include Jasmine Ang, Guoli Lin, Esther Yap, Zenden Lee, and Amy Song.

How can I contact Arvin Kumar, Afp?

You can use AeroLeads to view verified contact signals for Arvin Kumar, Afp at Manulife Financial Advisers Pte Ltd, including work email, phone, and LinkedIn data when available.

What schools did Arvin Kumar, Afp attend?

Arvin Kumar, Afp holds Bachelor Of Science (Bsc), Finance And Financial Management Services from Singapore University Of Social Sciences (Suss).

What skills is Arvin Kumar, Afp known for?

Arvin Kumar, Afp is listed with skills including Alternative Investments, Leadership, Powerpoint, Social Media, Financial Forecasting, Sales, Financial Planning, and Wealth Management Services.

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