Wealth Manager | $2000-$5000 | 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. is seeking a Wealth Manager to join our Alexandra-based team. You will assess clients’ needs, tailor investment and insurance solutions, and manage portfolios for individuals and small businesses.

This role offers 5.5 working days, 9am-6pm (Saturdays 9am–1pm or as per client timing). Starting salary ranges from SGD 2k to SGD 5k, depending on experience; entry-level candidates are welcome, with opportunities for professional development.

Qualifications

• Polytechnic Diploma minimum.
• Entry level candidates are welcome.

Responsibilities

• Understand the needs of customers (individual & company).
• Analyse and tailor-made solutions to meet clients' needs and concerns.
• Provide periodic investment portfolio and insurance reviews.
• Acquire and service new and existing customers.
• Attend professional certification classes and courses as needed.
• 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.