Senior Investment Advisor @ Alexandra [Salary depends on experience & qualifications] - SM09

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 an Associate Wealth Director to support the Group Director in recruitment and supervision of Wealth Managers. This role requires at least 1 year of wealth management experience and a Full A level & Local Polytechnic Diploma. You will lead coaching sessions, set unit goals, and ensure compliance with company policies. Competitive starting salary from $2,400 based on experience.

Qualifications

• Minimum 1 year of wealth management or investment experience.
• Experience in recruitment and supervision preferred.

Responsibilities

• Support and report to Group Director.
• Handle recruitment and supervise Wealth Manager.
• Conduct coaching sessions and joint field work.
• Attend Branch meetings and company events.

Skills

Wealth management

Recruitment

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)