AB03 - Wealth Manager

THE SUPREME HR ADVISORY PTE. LTD.; Singapore; On-site; SGD 22,000 - 56,000; Full time

Job summary

THE SUPREME HR ADVISORY PTE. LTD. is seeking a Wealth Manager to build and manage financial portfolios for individuals and small businesses. You will assess client needs, design tailored investment and insurance solutions, and review portfolios regularly to ensure goals are met.

The role requires a Polytechnic Diploma or higher, and entry-level candidates are welcome. Working at Alexandra, 5.5-day week with salary up to SGD 5,000 monthly.

Qualifications

• Understanding the needs of 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.

Responsibilities

• Understand 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.

Skills

Portfolio analysis

Customer service

Financial planning

Sales

Education

Polytechnic Diploma

Job description

Position Title: Wealth Manager

Working Days: 5.5 Days (Mon – Fri: 9am-6pm; Sat is 9am till 1pm or depends to client appointment timing.
Working Location: Alexandra (450 Alexandra Road S119960)
Starting Salary: $2k - $5k (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 Polytechnic Diploma.
• Entry level is welcome.