Financial Wealth Advisor [5.5-Day Week | Alexandra | Salary From $2.4K Uncapped] – EH03

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

Job summary

A financial advisory firm in Singapore is seeking a Wealth Manager to understand client needs and develop tailored financial strategies. This position involves managing client accounts and reviewing investment portfolios. Candidates should have at least a full A level or Local Polytechnic Diploma. Entry-level candidates are welcome. The starting salary is from $2,400, depending on experience and qualifications.

Qualifications

• Understanding customer needs and providing tailored solutions.
• Entry level with relevant background welcome.
• Ability to manage client accounts.

Responsibilities

• Analyse and tailor solutions to meet customer needs.
• Develop financial strategies for individuals and small businesses.
• Manage and update client accounts based on life events.

Skills

Customer needs understanding

Analytical skills

Financial strategy development

Education

Min full A level & Local Polytechnic Diploma

Job description

Overview

Position: Wealth Manager

Working Days: 5.5 Days (Mon – Fri: 9am-6pm; Sat: 9am-1pm)

Working Location: Alexandra

Starting Salary: From $2,400 (Depends on experience & qualifications)

Responsibilities

• 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.

Qualifications

• Min full A level & Local Polytechnic Diploma.
• Entry level with relevant background welcome.

How to Apply

Interested personnel kindly send your CV to WhatsApp: https://wa.me/65 88567364(Ethan)

Han Meng Zhuo | Reg No: R25138931

The Supreme HR Advisory Pte Ltd | EA No: 14C7279