Wealth Manager [Alexandra | 5.5 days | from $2400] - LCYL

THE SUPREME HR ADVISORY PTE. LTD.; Singapore; On-site; SGD 60,000 - 80,000; Full time

Job summary

A financial services company in Singapore is seeking a Wealth Manager to understand and meet customer needs. You will analyze portfolios, acquire clients, and develop financial strategies. The ideal candidate should have at least A levels or a Polytechnic Diploma. Competitive starting salary from $2,400, depending on experience.

Qualifications

• Understanding the needs of customers (individual & company).
• Analyze & tailor-made solution to meet their needs.
• Manage clients’ accounts and update them according to life events.

Responsibilities

• Acquire and service new and existing customers.
• Attend professional certification classes and courses.
• Develop and implement financial strategies for individuals and small businesses.

Skills

Customer needs understanding

Solution analysis

Investment and insurance review

Client account management

Financial strategy implementation

Education

Full A level & Local Polytechnic Diploma

Job description

Wealth Manager

Working Days: 5.5 Days (Mon – Fri: 9am-6pm; Sat is 9am till 1pm)
Working Location: Alexandra (450 Alexandra Road #03-01 S119960)
Starting Salary: From $2,400 (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 full A level & Local Polytechnic Diploma.
• Entry level with relevant background welcome.

Cheong Yeat Long | R25145358

The Supreme HR Advisory Pte Ltd | EA 14C7279