Date/Time: 13 January 2026, 9.30am to 1.30pm via Zoom
Generic Competency: Communication
4 hours under Self-Directed Learning (SDL) will be awarded upon completion.
Course Fee
SEAA Member: $60.00
Non-Member: $90.00
Note: For SEAA members, please login to your account to enjoy member rate. UserID is your CEA registration number
Mastering Value and Trust: A Strategic Acquisition Success for Real Estate Professionals (MVT)
Generic Category: Customer Orientation (4 hours under Self-Directed Learning (SDL) awarded, subject to KEO’s approval)
Course Duration: 4 hours
Funding available: Nil
Course Synopsis:
In the competitive real estate market, standing out requires more than just knowledge of properties—it demands a clear value proposition, intentional trust-building, and a systematic approach to sales. This course is designed for real estate agents looking to elevate their sales performance by mastering key strategies such as crafting unique value propositions, fostering client trust, and implementing a proven 7-step sales framework. Participants will leave with a customized real estate sales strategy and actionable plan to drive results and build lasting client relationships.
Learning Outcomes:
By the end of this course, participants will be able to:
- Differentiate themselves and their services by effectively leveraging Unique Selling Propositions (USPs) and Unique Value Propositions (UVPs) in the real estate context.
- Create a compelling Personal Value Proposition (PVP) that resonates with property buyers and sellers.
- Build trust intentionally with clients through tailored communication and consistent actions.
- Apply a 7-step sales framework to manage the real estate sales process from lead generation to closing.
- Develop a targeted sales strategy and plan that aligns with their unique market and audience.
Course Outline:
- Introduction: The keys to success in real estate sales.
- USP vs. UVP: Crafting your unique real estate edge.
- Personal Value Proposition: Positioning yourself as the go-to agent.
- Building Trust: Strategies to earn and maintain client confidence.
- 7 Steps Sales Framework: From prospecting to closing deals.
- Sales Strategy & Plan: Developing a customized plan for your market.
Conclusion: Integrating strategies and next steps for growth.
Trainer Profile
Mr Bernard Soo has over 18 years of experience in the Banking and Wealth Management industry, including 7 years as a private banker for High-Net-Worth Individuals and over 10 years in senior management roles such as Head of Wealth Proposition and Online Equities in Standard Chartered Bank and Head of Digital Wealth Proposition in UOB. In his management capacity, he designed and implemented bank-level acquisition strategies across the region to enable the Singapore bankers’ prospecting activities to help them achieve their acquisition goals.
Through his organisation, momenta Group, he currently trains and coach Private Bankers in the Private Banks in Singapore on Sales (Prospecting, Relationship Management and Negotiation), Wealth Management as well as Fintech.
Bernard previously served as the Board Member of the Singapore Fintech Association representing the Fintech community in Singapore. He is also co-founded CitaDAO, a DeFi Property Tokenising platform, where he assists UHNW individuals and Family Offices globally to tokenise their real estate.