Wealth Manager [Entry level with relevant background welcome | Alexandra | Starting from $2400][...]

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 financial strategies. You will analyze investment portfolios, acquire new clients, and manage accounts. Candidates should have at least A levels and a local diploma. This entry-level role offers opportunities for professional development.

Qualifications

• Minimum A level and Local Polytechnic Diploma required.
• Entry level with relevant background welcome.

Responsibilities

• Understand customer needs and tailor-made solutions.
• Analyze and provide investment portfolio or insurance summary.
• Acquire and service new and existing customers.
• Attend professional certification classes.
• Develop and implement financial strategies.
• Manage clients’ accounts and update them.

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.

WhatsApp: https://wa.me/6591044149 (Shermaine)