Wealth Growth Advisor

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

Job summary

THE SUPREME HR ADVISORY PTE. LTD. is seeking a Wealth Manager to understand client needs, tailor financial solutions, and manage portfolios for individuals and small businesses.

The role is based at Alexandra with a 5.5-day work week and a starting salary of SGD 2k–5k depending on experience and qualifications. Responsibilities include servicing clients, attending certification courses, and implementing financial strategies while updating accounts through life events.

Qualifications

• Diploma required or equivalent.
• Entry level welcomed.

Responsibilities

• Understand clients' needs (individuals & companies).
• Analyse and tailor solutions to meet client needs.
• Provide periodic investment portfolio and insurance reviews.
• Acquire and service new and existing customers.
• Attend professional certification classes and courses.

Education

Polytechnic Diploma

Job description

THE SUPREME HR ADVISORY PTE. LTD. is seeking a Wealth Manager to understand client needs, tailor financial solutions, and manage portfolios for individuals and small businesses.

The role is based at Alexandra with a 5.5-day work week and a starting salary of SGD 2k–5k depending on experience and qualifications. Responsibilities include servicing clients, attending certification courses, and implementing financial strategies while updating accounts through life events.