Wealth Manager | Entry level | $2000-$5000 {hkhdv}

THE SUPREME HR ADVISORY PTE. LTD.; Singapore; On-site; SGD 22,000 - 56,000; Full time

Job summary

The Supreme HR Advisory Pte Ltd at Alexandra invites applications for a Wealth Manager. Working 5.5 days per week (Mon–Fri 9am-6pm; Sat 9am-1pm or as scheduled).

Starting salary SGD 2,000 to SGD 5,000 depending on experience and qualifications. You will understand customer needs, tailor financial solutions, review investment and insurance portfolios, acquire and service clients, pursue professional certifications, and develop strategic plans for individuals and small businesses, while managing

Qualifications

• Understand customer needs (individual & company).
• Analyze & tailor-made solutions to meet needs & concerns.
• Periodic investment portfolio / insurance summary & 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.

Responsibilities

• Understand 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.

Skills

Needs analysis

Portfolio & insurance review

Acquiring & servicing clients

Financial planning

Client relationship management

Certification courses

Education

Polytechnic Diploma

Job description

Position Title: 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
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:

• Min Polytechnic Diploma.
• Entry level is welcome.

Interested applicants can also send your resume to WA:[phone] (Dominic) and allow our Consultant to match you with our Clients. There are more related or other job to match as well.

No Charges will be incurred by Candidates for any service rendered.

Ho Kay Heng Dominic Reg No: R26162365 | The Supreme HR Advisory Pte Ltd EA No: 14C7279