(Alexandra) Wealth Manager {hkhdv}

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 understand client needs and tailor financial solutions for individuals and small businesses in Singapore.

The role involves portfolio reviews, client servicing, and pursuing professional certifications. Starting salary ranges from SGD 2k to SGD 5k depending on experience and qualifications, with work located at Alexandra.

Qualifications

• Minimum Polytechnic Diploma required.
• Entry level candidates welcome.

Responsibilities

• Understand customer needs (individual & corporate).
• Analyse and tailor-made solutions to meet needs and concerns.
• Periodic investment portfolio/insurance reviews.
• Acquire and service new and existing customers.
• Attend professional certification courses.
• Develop and implement financial strategies for individuals and small businesses.
• Manage clients' accounts and update them according to life events.

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
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.

No Charges will be incurred by Candidates for any service rendered.