Financial Advisor / Wealth Manager (Individuals & SMEs) - YZ11

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

Job summary

A recruitment consultancy firm in Singapore is seeking a Wealth Manager to understand the needs of clients and develop financial strategies. This role is suited for individuals with a minimum of A level or local polytechnic diploma. The ideal candidate should be able to analyze customer needs and manage portfolios effectively. This opportunity offers a starting salary from $2,400 and primarily operates 5.5 days a week.

Qualifications

• Entry level with relevant background welcome.

Responsibilities

• Understanding the needs of the customers (individual & company).
• Analyse & tailor made solution to meet their needs & concerns.
• Periodic Investment Portfolio / Insurance summary & review.
• Acquiring and servicing new and existing customers.
• Develop and implement financial strategies for individuals and small businesses.
• Manage clients’ accounts and update them according to their life events.

Education

Min full A level & Local Polytechnic Diploma

Job description

Wealth Manager

Working Days: 5.5 Days (Mon – Fri: 9am-6pm; Sat 9am till 1pm)
Working Location: Bukit Merah
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 & concerns.
• 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.

Interested applicants, WA your resume to [phone] or email your resume to [e-mail].