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. in Singapore is seeking a Wealth Manager to serve individuals and small businesses, based in Alexandra. Working five and a half days with 9am–6pm hours. Starting salary ranges from SGD 2,000 to SGD 5,000 depending on experience and qualifications.

You will analyze client needs, tailor financial solutions, and manage portfolios while pursuing professional certification and ongoing client servicing.

Qualifications

• Min Polytechnic Diploma.
• Entry level is welcome.

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

Customer needs analysis

Portfolio tailoring

Client acquisition

Financial literacy

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.

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