Wealth Manager: Growth-Driven Client Solutions

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

Job summary

A financial advisory firm in Singapore is looking for a Wealth Manager to understand and meet customer financial needs. The role involves tailoring solutions, managing investment portfolios, and developing financial strategies for clients. Candidates need a local Polytechnic diploma, and training is provided. The position comes with a starting salary from $2,400, working 5.5 days a week at Alexandra. Interested applicants can send their resumes to the provided email.

Qualifications

• Minimum local Polytechnic Diploma required.
• Training will be provided for successful candidates.

Responsibilities

• Understand the needs of individual and company customers.
• Analyze and create customized financial solutions.
• Conduct periodic reviews of clients' investment portfolios.
• Acquire and service new and existing customers.
• Attend professional certification classes.
• Implement financial strategies for clients.

Skills

Understanding customer needs

Tailoring financial solutions

Investment portfolio management

Client relationship management

Education

Diploma from a local Polytechnic

Job description

A financial advisory firm in Singapore is looking for a Wealth Manager to understand and meet customer financial needs. The role involves tailoring solutions, managing investment portfolios, and developing financial strategies for clients. Candidates need a local Polytechnic diploma, and training is provided. The position comes with a starting salary from $2,400, working 5.5 days a week at Alexandra. Interested applicants can send their resumes to the provided email.