momenta Group

14/05/2026

Seven steps. Widely acknowledged. Rarely followed in full.

The steps most professionals omit are not the complex ones. They are the foundational ones — prospecting architecture, conversation calibration, trust before product. The mechanics that determine whether expertise becomes a client relationship or a polite no.

Swipe through. Each slide covers one step that consistently separates those who hit their NNM from those who nearly do.

Learn More : https://momenta.biz/wealth-advisory-program-winning-new-client/

12/05/2026

The gap between your knowledge and your NNM is not a product problem.

It is a conversation problem.

The most technically capable advisors in Singapore are often the ones most frustrated by their numbers. Not because they lack expertise. Because expertise, on its own, does not open accounts.

What converts a prospect into a client is something altogether different — and teachable.

22/04/2026

Compliance is no longer just about avoiding risk. It's how top advisors build trust — and win clients.
What would you do if a client's story didn't quite add up?

Integrity in Action: Mastering Compliance & Ethics in Private Banking (RRCE) puts you in real-world scenarios — KYC, AML, CFT, data privacy, cybersecurity — so you respond with confidence, not guesswork.
IBF-STS Core FAA/SFA | 4 CPD Hours | Self-Paced Online

Designed for Private Bankers and Relationship Managers to strengthen credibility, enhance client confidence, and deliver clear, compliant advice in today’s evolving regulatory environment.

Up to 70% IBF funding | 10% early bird discount available

Find out more and secure your seat: https://momenta.biz/compliance-ethics-private-banking/

07/04/2026

Winning new clients isn’t about working harder — it’s about working smarter with the right approach.

If you’re looking to strengthen your client conversations and convert more effectively, this program is built for you.

We’re getting closer to the session date 22 May 2026 — secure your spot today!

Register now / See details in the post below.

Win More Clients: Proven Strategies for Client-Facing Professionals
Wealth Advisory Program 3.0: Winning New Clients
IBF-STS Accredited | 8 CPD Hours

In today’s competitive market, winning clients requires more than connections — it demands a clear strategy.

This IBF-STS accredited program equips professionals with practical tools to strengthen prospecting, enhance client conversations, and convert prospects into long-term advisory relationships.

The program focuses on practical tools that can be applied immediately in real client situations, including:
▪️ Structured frameworks for client engagement
▪️ Realistic wealth advisory scenarios
▪️ Practical tools to convert prospects into clients

Secure your seat here:
https://lnkd.in/gejhKC-X

Program Details:
▪️ IBF-STS Accredited | 8 CPD Hours
▪️ 22 May 2026 | 1-Day Public Program

27/03/2026

Build High-Performing Teams That Deliver Real Business Results
Wealth Advisory Program 3.0 - Building a High-Performance Team to Drive Business Results
IBF-STS Accredited | 7.5 CPD Hours

In today’s performance-driven environment, strong individual talent is not enough—consistent results depend on how effectively teams are led.

This program equips Team Leaders with practical tools to enhance Relationship Managers’ performance, improve productivity, and drive stronger client outcomes.

Key focus areas include:
▪️ Structured frameworks for performance management
▪️ Practical strategies to improve RM productivity and consistency
▪️ Real-world applications to strengthen team and client outcomes

Ready to elevate your team’s performance?
Find out more and secure your spot: https://momenta.biz/high-performance-team-leadership-training/

19/03/2026

Win More Clients: Proven Strategies for Client-Facing Professionals
Wealth Advisory Program 3.0: Winning New Clients
IBF-STS Accredited | 8 CPD Hours

In today’s competitive market, winning clients requires more than connections — it demands a clear strategy.

This IBF-STS accredited program equips professionals with practical tools to strengthen prospecting, enhance client conversations, and convert prospects into long-term advisory relationships.

The program focuses on practical tools that can be applied immediately in real client situations, including:
▪️ Structured frameworks for client engagement
▪️ Realistic wealth advisory scenarios
▪️ Practical tools to convert prospects into clients

Secure your seat here:
https://lnkd.in/gejhKC-X

Program Details:
▪️ IBF-STS Accredited | 8 CPD Hours
▪️ 22 May 2026 | 1-Day Public Program

18/03/2026

Complete Your CPD Hours — Stay Ahead of the Next Financial Shift
Quantum Computing in Finance: Transforming the Future of Financial Services

📌 PUBLIC PROGRAM / WORKSHOP CONFIRMED | 5 May 2026

As quantum computing begins to influence financial decision-making, finance professionals need clear, practical insight into what this technology means for risk analysis, portfolio optimization, and advisory conversations.

This FTS-accredited workshop is designed for finance professionals who want a structured, finance-focused understanding of quantum computing — with no technical or coding background required.
✅ Practical, finance-focused insights
✅ Real-world use cases in financial services
✅ Clear implications for advisory conversations

Program Details
FTS Accredited | 4 CPD Hours
5 May 2026 | ½-Day Workshop

Seats are available — register early to secure your place.
https://lnkd.in/gnrQ7GUf

17/03/2026

March–June 2026
Public CPD Programs — Register Now!

A curated lineup of IBF-STS and FTS-accredited programs for finance professionals — earn CPD hours while building both technical expertise and essential soft skills, from advisory and compliance to leadership, sales, and client engagement — stay future-ready.

Early Bird Discount available - register early to secure your seat via link below
https://lnkd.in/gk4A9DjV

17/03/2022

Are you detail-oriented and have a knack for planning? Do you enjoy communicating with people and assisting those in need? If both of your answers are yes, you are perfect for this role in our Malaysia Team!

Apply now to be our Program Executive!
https://indeedhi.re/3JiNtlS

17/03/2022

Are you an expert in using media and design tools like Photoshop, Illustrator & InDesign? Do you have a passion for creating engaging training materials for learners? If that sounds like you, our Malaysia team needs you!

Apply now to be our Graphic Designer/ Instructional Designer!
https://indeedhi.re/36s3lDN