6723 - Wealth Manager [Entry Level is Welcome | Finance | Bukit Merah]

THE SUPREME HR ADVISORY PTE. LTD.; Singapore; On-site; SGD 60,000 - 80,000; Full time

Job summary

A financial services firm in Singapore is seeking a Wealth Manager. The role involves understanding client needs, tailoring financial solutions, and managing investment portfolios. Candidates should have at least a full A level or a Local Polytechnic Diploma, with entry-level applicants encouraged to apply. Competitive starting salary from $2,400 based on experience.

Qualifications

• Minimum full A level or Local Polytechnic Diploma required.
• Entry-level candidates with a relevant background are welcome.

Responsibilities

• Understand customer needs for individuals and companies.
• Analyze and tailor solutions for clients.
• Periodically review investment portfolios and insurance.

Skills

Customer needs analysis

Financial strategy development

Account management

Education

Full A level

Local Polytechnic Diploma

Job description

Overview

Wealth Manager

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

Working Location: Bukit Merah

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

Responsibilities

• 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.

Qualifications

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

Contact

WhatsApp: [phone] (Han)

Email: [e-mail]

Chaw Chiaw Han, Reg No：R22106723

The Supreme HR Advisory Pte Ltd, EA No：14c7279