(Attractive Salary Package) Wealth Manager hkhdv

the supreme hr advisory pte. ltd.

Singapore

On-site

SGD 22,000 - 56,000

Full time

9 days ago

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Job summary

The Supreme HR Advisory Pte Ltd in Singapore is seeking a Wealth Manager to join our team at Alexandra. Working Days: 5.5 Days (Mon – Fri: 9am-6pm; Sat is 9am till 1pm or depends to client appointment timing).

Starting Salary: $2k - $5k (Depends on experience & qualifications) The ideal candidate will understand clients' needs, tailor financial solutions, and manage investment portfolios and insurance summaries.

Qualifications

Minimum Polytechnic Diploma.
Entry level candidates welcome.

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.

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: