Wealth Manager - EH03

The Supreme HR Advisory; City Of London; On-site; GBP 60,000 - 80,000; Full time

Job summary

A financial advisory firm in London is seeking a Wealth Manager to understand customer needs and develop financial strategies. The ideal candidate will have A level or a Local Polytechnic Diploma, with entry-level applicants welcome. Responsibilities include managing client accounts and providing tailored solutions. Competitive salary starting from $2,400 depending on experience and qualifications.

Qualifications

• Understanding the needs of the customers (individual & company).
• Manage clients' accounts and update them according to their life events.

Responsibilities

• Analyse & tailor-made solution to meet their needs & concerns.
• Acquiring and servicing new and existing customers.
• Develop and implement financial strategies for individuals and small businesses.

Skills

Customer needs analysis

Financial strategy development

Investment portfolio management

Education

A level

Local Polytechnic Diploma

Job description

Wealth Manager

Working Days: 5.5 Days (Mon - Fri: 9am-6pm; Sat is 9am till 1pm)

Working Location: Alexandra

Starting Salary: From $2,400 (Depends on experience & qualifications)

Job Description

• Understanding the needs of the customers (individual & company).
• Analyse & tailor-made solution to meet their needs & concern.
• Periodic Investment Portfolio / Insurance summary & review
• Acquiring and servicing new and existing customers
• Attend professional certification classes and courses.
• Develop and implement financial strategies for individuals and small businesses.
• Manage clients' accounts and update them according to their life events.

Requirements

• Min full A level & Local Polytechnic Diploma.
• Entry level with relevant background welcome.

✅Interested personnel kindly send your CV to WhatsApp: https://wa.me/65 88567364(Ethan)

Han Meng Zhuo | Reg No: R25138931

The Supreme HR Advisory Pte Ltd | EA No: 14C7279