(Up $5K) Wealth Manager | Entry-Level {hkhdv}

THE SUPREME HR ADVISORY PTE. LTD.; Singapore; On-site; SGD 22,000 - 56,000; Full time

Job summary

THE SUPREME HR ADVISORY PTE. LTD. invites applications for a Wealth Manager position based at Alexandra. Working days 5.5, 9am-6pm, with Saturday or scheduling depending on client appointments. Starting salary SGD 2k - 5k depending on experience and qualifications.

As a Wealth Manager you will understand clients’ needs, tailor financial solutions, review portfolios and insurance, acquire and service customers, and participate in professional certification classes to grow your expertise.

Qualifications

• Minimum polytechnic diploma required.
• Entry level candidates are welcome.

Responsibilities

• Understand the needs of customers (individual & company).
• Analyse and tailor-made solutions to meet needs and concerns.
• Periodic investment portfolio / insurance reviews.
• Acquire and service 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 life events.

Education

Polytechnic Diploma

Job description

Position Title: Wealth Manager

Working Days: 5.5 Days (Mon – Fri: 9am-6pm; Sat is 9am till 1pm or depends to client appointment timing.
Working Location: Alexandra
Starting Salary: $2k - $5k (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 Polytechnic Diploma.
• Entry level is welcome.

No Charges will be incurred by Candidates for any service rendered.