Financial Growth Advisor - Alexandra (Entry Level)

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

Job summary

THE SUPREME HR ADVISORY PTE. LTD. is seeking a Wealth Manager to understand client needs and tailor financial solutions for individuals and small businesses in Singapore.

The role involves portfolio reviews, client servicing, and pursuing professional certifications. Starting salary ranges from SGD 2k to SGD 5k depending on experience and qualifications, with work located at Alexandra.

Qualifications

• Minimum Polytechnic Diploma required.
• Entry level candidates welcome.

Responsibilities

• Understand customer needs (individual & corporate).
• Analyse and tailor-made solutions to meet needs and concerns.
• Periodic investment portfolio/insurance reviews.
• Acquire and service new and existing customers.
• Attend professional certification courses.
• Develop and implement financial strategies for individuals and small businesses.
• Manage clients' accounts and update them according to life events.

Education

Polytechnic Diploma

Job description

THE SUPREME HR ADVISORY PTE. LTD. is seeking a Wealth Manager to understand client needs and tailor financial solutions for individuals and small businesses in Singapore.

The role involves portfolio reviews, client servicing, and pursuing professional certifications. Starting salary ranges from SGD 2k to SGD 5k depending on experience and qualifications, with work located at Alexandra.