Wealth Manager - EH03

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

Job summary

A leading HR advisory firm in Singapore is seeking a Wealth Manager to understand customer needs and develop tailored financial strategies. This role involves client account management and requires at least a full A level or local polytechnic diploma. Ideal candidates are encouraged to apply. Competitive starting salary from $2,400.

Qualifications

• Understanding customer needs, both individual and corporate.
• Entry level candidates with relevant backgrounds are welcome.

Responsibilities

• Analyze and tailor solutions to meet customer needs.
• Acquiring and servicing new and existing customers.
• Develop and implement financial strategies.
• Manage clients’ accounts based on their life events.

Skills

Customer needs analysis

Financial strategy development

Client account management

Education

Min 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

Starting Salary: From $2,400 (Depends on experience & qualifications)

Overview

Job Description:

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.

Qualifications

• Min full A level & Local Polytechnic Diploma.
• Entry level with relevant background welcome.

Interested personnel kindly send your CV to WhatsApp: https://wa.me/65%2088567364(Ethan)

Han Meng Zhuo | Reg No: R25138931

The Supreme HR Advisory Pte Ltd | EA No: 14C7279