Client-Focused Wealth Advisor & Portfolio Steward

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

Job summary

The Supreme HR Advisory Pte. Ltd. in Singapore seeks a Wealth Manager to understand clients' needs and provide tailored financial solutions.

You will review investment portfolios and insurance plans, service new and existing customers, and participate in professional certification courses. This role requires a polytechnic diploma; entry level welcome, with working location at Alexandra and a starting salary of SGD 2k–5k depending on experience.

Qualifications

• Politechnic diploma required.
• Entry level welcomed.
• Strong communication skills.

Responsibilities

• Understand customers' needs (individual & company).
• Analyse and tailor-made solutions to meet needs & concerns.
• Periodic investment portfolio/insurance review.
• Acquire and service 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 life events.

Skills

Client needs analysis

Education

Polytechnic Diploma

Job description

The Supreme HR Advisory Pte. Ltd. in Singapore seeks a Wealth Manager to understand clients' needs and provide tailored financial solutions.

You will review investment portfolios and insurance plans, service new and existing customers, and participate in professional certification courses. This role requires a polytechnic diploma; entry level welcome, with working location at Alexandra and a starting salary of SGD 2k–5k depending on experience.