Wealth Manager

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

Job summary

A financial services firm in Singapore is seeking a Wealth Manager to address client needs through tailored financial strategies and account management. This role involves servicing existing accounts and acquiring new clients while potentially requiring attendance at professional courses for skill enhancement. Candidates with a full A level or Local Polytechnic Diploma are encouraged to apply, including entry-level applicants, with a starting salary of $2,400 depending on experience.

Qualifications

• Understanding client needs and concerns for tailored solutions.
• Entry-level position is welcome for those with a relevant background.

Responsibilities

• Analyze and create tailored financial solutions for customers.
• Manage and service new and existing client accounts.
• Attend professional certification courses for skill development.

Skills

Customer needs analysis

Client account management

Financial strategy development

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].