9866 - Wealth Manager [ Alexandra ]

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

Job summary

A leading HR advisory firm in Singapore is seeking a Wealth Manager to understand customer needs and develop tailored financial strategies. The ideal candidate should have at least A level and a local Polytechnic Diploma. This role involves acquiring new customers, servicing existing clients, and providing periodic investment portfolio reviews. Competitive salary starting from $2,400, depending on experience and qualifications.

Qualifications

• Understanding the needs of customers (individual & company).
• Entry level with relevant background welcome.

Responsibilities

• Analyse & tailor solutions to meet customer needs.
• Periodic investment portfolio and insurance summary & review.
• Acquiring and servicing new and existing customers.

Skills

Customer needs assessment

Financial strategy development

Account management

Education

Min full 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.

Karen Lee Kai En Reg No: R22108159

The Supreme Hr Advisory Pte Ltd EA No: 14C7279