Financial Advisor

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

Job summary

A leading financial advisory firm in Singapore is seeking a Wealth Manager. This role involves understanding customer needs, creating tailored financial solutions, and managing client accounts. Candidates with a minimum of a full A level or Local Polytechnic Diploma are encouraged to apply, including entry-level applicants. This position offers a starting salary from $2,400, dependent on experience and qualifications, with a supportive environment for professional development.

Qualifications

• Understanding customer needs, both for individuals and businesses.
• Ability to analyze and create tailored financial solutions.
• Entry-level candidates with relevant background are welcome.

Responsibilities

• Analyze investment portfolios and provide insurance summaries.
• Acquire and service new and existing customers.
• Develop financial strategies for small businesses and individuals.

Skills

Customer needs assessment

Financial strategy development

Client account management

Education

Full A level or Local Polytechnic Diploma

Job description

Wealth Manager

Working Days: 5.5 Days (Mon – Fri: 9am-6pm; Sat is 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 & 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.

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