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 analyze customer needs and develop tailored financial strategies. You will manage clients' accounts and provide investment portfolio reviews. This entry-level position requires a minimum of a full A level or local Polytechnic Diploma. Competitive salary starts from $2,400 based on experience.

Qualifications

• Understanding customer needs, both individual and corporate.
• Entry level with relevant background welcome.

Responsibilities

• Tailor solutions to meet customer needs.
• Review investment portfolios and insurance.
• Manage clients’ accounts and update according to life events.

Skills

Customer needs analysis

Financial strategy development

Client servicing

Education

Full A level or 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)

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.

✅Interested personnel kindly send your CV to WhatsApp: https://wa.me/65 88567364(Ethan)

Han Meng Zhuo | Reg No: R25138931

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