Financial Advisor #ENTRY LEVEL WELCOME - SM09

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

Job summary

A recruitment agency in Singapore is seeking a Wealth Manager to understand and analyze customer needs, acquire new clients, and develop financial strategies. The role involves account management and the ability to tailor strategies based on client life events. Candidates should have a minimum full A level and a Local Polytechnic Diploma. Entry-level candidates are welcome.

Qualifications

• Understanding customer needs (individual & company).
• Analyse & tailor-made solutions to meet needs & concerns.

Responsibilities

• Acquire and service new and existing customers.
• Develop and implement financial strategies for clients.
• Manage clients’ accounts and update according to life events.

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.

WhatsApp: https://wa.me/6591044149 (Shermaine)