Wealth Advisor: Build Tailored Financial Plans

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

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.