Wealth Relationship Manager | Min Diploma | Entry Level 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 from the Alexandra location.

This role follows a 5.5-day workweek with morning to evening hours and occasional Saturday duties based on client appointments. Starting salary ranges from SGD 2,000 to SGD 5,000 per month, depending on experience and qualifications, with opportunities to develop financial strategies and client relationships through tailored investment and insurance

Qualifications

• Min Polytechnic Diploma.
• Entry level welcome.

Responsibilities

• Understand customer needs (individuals and businesses).
• Analyze and tailor financial solutions to client needs.
• Provide periodic investment and insurance portfolio reviews.
• Acquire and service new and existing customers.
• Attend relevant certification courses.
• Develop and implement financial strategies for individuals and small businesses.
• Manage client accounts and update life events.

Skills

Customer service

Sales

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.