Wealth Manager - EH03

THE SUPREME HR ADVISORY PTE. LTD.

Singapore

On-site

SGD 22,000 - 56,000

Full time

14 days+

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Job summary

The Supreme HR Advisory Pte Ltd is seeking a Wealth Manager to advise individuals and businesses from our Alexandra office in Singapore. The role involves analyzing client needs and tailoring financial solutions, with a focus on portfolio reviews and ongoing service.

Starting salary ranges from S$2,000 to S$5,000 per month, depending on experience and qualifications; 5.5-day work week applies, with Saturdays on appointment timing. Entry-level candidates are welcome to apply.

Qualifications

Min Polytechnic Diploma.
Entry level is 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

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 (450 Alexandra Road #03-01 S119960)
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: