Wealth Manager {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. is seeking a Wealth Manager to understand client needs, tailor financial solutions, and manage portfolios for individuals and small businesses.

The role is based at Alexandra with a 5.5-day work week and a starting salary of SGD 2k–5k depending on experience and qualifications. Responsibilities include servicing clients, attending certification courses, and implementing financial strategies while updating accounts through life events.

Qualifications

• Diploma required or equivalent.
• Entry level welcomed.

Responsibilities

• Understand clients' needs (individuals & companies).
• Analyse and tailor solutions to meet client needs.
• Provide periodic investment portfolio and insurance reviews.
• Acquire and service new and existing customers.
• Attend professional certification classes and 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.

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