Investment Advisor #ENTRY LEVEL WELCOME! - SM09

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

Job summary

A financial services company based in Singapore is looking for a Wealth Manager to understand clients' needs and provide tailored financial solutions. Responsibilities include managing client accounts, developing financial strategies, and maintaining customer relationships. The ideal candidate has a minimum of A level or Polytechnic Diploma and is eager to learn in a dynamic environment. Competitive starting salary from $2,400 based on experience.

Qualifications

• Understanding customer needs and tailoring solutions.
• Analysing and reviewing investment portfolios.
• Acquiring and servicing customers.

Responsibilities

• Develop and implement financial strategies for clients.
• Manage client accounts based on life events.
• Attend professional certification classes.

Skills

Customer understanding

Analytical skills

Financial strategy development

Client management

Education

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: Alexandra
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.

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