Wealth Manager | Starting from $2.4K | 5.5 Days | Alexandra - 0310

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

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)
• Min Local Polytechnic Diploma.
• Training provided

Interested applicants can also send your resume to Liwenpoh741#gmail.com and allow our consultant to match you with our clients. No Charges will be incurred by Candidates for any service rendered.

WA ME 9735 4019 for more Wealth Manager role

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.

POH LI WEN REG NO: R25136683

THE SUPREMEHR ADVISORY PTE LTDEANO:14C7279