Financial Team Lead @Alexandra [Wealth Advisory] - SM09

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

Job summary

A human resources advisory firm in Singapore is seeking an Associate Wealth Director to support the Group Director. This role involves recruiting and supervising Wealth Managers while ensuring compliance with policies. Candidates should have wealth management experience and relevant educational qualifications. The company offers a starting salary from $2,400, depending on experience and qualifications.

Qualifications

• At least 1 year of wealth management or investment experience.

Responsibilities

• Support and report to Group Director.
• Handle recruitment and supervise Wealth Managers.
• Establish an agency through quality recruitment.
• Conduct coaching sessions and joint field work.
• Attend Branch meetings and company events.

Skills

Wealth management

Recruitment

Supervision

Coaching

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)