Wealth Manager - From $2.4K | Training Provided @ Bukit Merah - YZ11

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

Job summary

A financial advisory firm is looking for a Wealth Manager to join their team. The role involves understanding clients' needs, analyzing financial strategies, and managing client accounts. Candidates should possess a minimum of a local Polytechnic Diploma or full A levels, with entry-level applicants welcome. Competitive starting salary offered based on experience.

Qualifications

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

Responsibilities

• Understanding the needs of the customers (individual & company).
• Analyse & tailor-made solution for clients' needs.
• Develop and implement financial strategies for clients.

Skills

Customer Service

Financial Analysis

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: Bukit Merah
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 applicants, WA your resume to [phone] or email your resume to [e-mail].

TAN YEN ZHEN (CHEN YANZHEN) REG NO: R25138932

THE SUPREMEHR ADVISORY PTE LTD EA NO: 14C7279