Wealth Manager: Craft Tailored Financial Strategies

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 join our team at Alexandra. Working Days: 5.5 Days (Mon – Fri: 9am-6pm; Sat is 9am till 1pm or depends to client appointment timing).

Starting Salary: $2k - $5k (Depends on experience & qualifications) The ideal candidate will understand clients' needs, tailor financial solutions, and manage investment portfolios and insurance summaries.

Qualifications

• Minimum Polytechnic Diploma.
• Entry level candidates welcome.

Responsibilities

• 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.

Education

Polytechnic Diploma

Job description

The Supreme HR Advisory Pte Ltd in Singapore is seeking a Wealth Manager to join our team at Alexandra. Working Days: 5.5 Days (Mon – Fri: 9am-6pm; Sat is 9am till 1pm or depends to client appointment timing).

Starting Salary: $2k - $5k (Depends on experience & qualifications) The ideal candidate will understand clients' needs, tailor financial solutions, and manage investment portfolios and insurance summaries.