Wealth Manager: Build Custom Portfolios & 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. in Singapore is seeking a Wealth Manager to understand client needs and tailor financial solutions for individuals and small businesses.

You will analyze portfolios, review investments and insurance, acquire and service clients, and participate in professional certification courses. This role requires at least a Polytechnic Diploma, with entry level welcome, and offers a starting salary of SGD 2k–5k per month, together with opportunities to develop a

Qualifications

• Min Polytechnic Diploma.
• Entry level is welcome.

Responsibilities

• Understand customer needs (individual & company).
• Analyse and tailor-made solutions to meet needs.
• Periodic investment portfolio / insurance review.
• 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.

Skills

Customer needs analysis

Financial advisory

Portfolio review

Education

Polytechnic Diploma

Job description

The Supreme HR Advisory Pte. Ltd. in Singapore is seeking a Wealth Manager to understand client needs and tailor financial solutions for individuals and small businesses.

You will analyze portfolios, review investments and insurance, acquire and service clients, and participate in professional certification courses. This role requires at least a Polytechnic Diploma, with entry level welcome, and offers a starting salary of SGD 2k–5k per month, together with opportunities to develop a