Financial Services Team Lead [Wealth Advisory | Leadership Role | Salary depends on experience [...]

THE SUPREME HR ADVISORY PTE. LTD.; Singapore; On-site; SGD 80,000 - 100,000; Full time

Job summary

A prominent HR advisory firm in Singapore is seeking an Associate Wealth Director to support the Group Director and supervise Wealth Managers. The ideal candidate should have at least 1 year of experience in wealth management and possess full A levels & a Local Polytechnic Diploma. Responsibilities include recruitment, establishing unit goals, and ensuring compliance with policies and regulations. Starting salary is from $2,400 depending on experience and qualifications.

Qualifications

• Minimum 1 year of wealth management or investment experience.
• Strong understanding of training and competency requirements.

Responsibilities

• Support and report to Group Director.
• Handle recruitment and supervise Wealth Managers.
• Establish goals for the unit.

Skills

Wealth management

Recruitment

Supervision

Education

Full A level & Local Polytechnic Diploma

Job description

Associate Wealth Director

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:

• Support and report to Group Director, handle recruitment, supervise Wealth Manager and ensure the unit comply with all policies and regulations.
• Establish an agency through quality recruitment and selection of Wealth Manager.
• Build and develop through supervision, training and coaching activities.
• Adhere to the Training and Competency requirements set out in the T&C Plan. The activities include conducting coaching sessions, joint field work and meetings for their Wealth Manager.
• Prepare for coaching and meeting sessions.
• Establish goals for the unit.
• Attend Branch meetings, company events and training.
• Pursue professional competence courses.
• Ensure Wealth Manager is competent to perform the roles and responsibilities.
• Identify and develop potential Wealth Manager to assume future leadership roles.
• Assist Group Director in the development of the Branch.

Requirements:

• Min full A level & Local Polytechnic Diploma.
• At least 1 year of wealth management or investment experience.

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