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Financial Wealth Advisor [5.5-Day Week | Alexandra | Salary From $2.4K Uncapped] – EH03
Job summary
A financial advisory firm in Singapore is seeking a Wealth Manager to understand client needs and develop tailored financial strategies. This position involves managing client accounts and reviewing investment portfolios. Candidates should have at least a full A level or Local Polytechnic Diploma. Entry-level candidates are welcome. The starting salary is from $2,400, depending on experience and qualifications.
Qualifications
- Understanding customer needs and providing tailored solutions.
- Entry level with relevant background welcome.
- Ability to manage client accounts.
Responsibilities
- Analyse and tailor solutions to meet customer needs.
- Develop financial strategies for individuals and small businesses.
- Manage and update client accounts based on life events.
Skills
Education
Position: Wealth Manager
Working Days: 5.5 Days (Mon – Fri: 9am-6pm; Sat: 9am-1pm)
Working Location: Alexandra
Starting Salary: From $2,400 (Depends on experience & qualifications)
- 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.
- Min full A level & Local Polytechnic Diploma.
- Entry level with relevant background welcome.
Interested personnel kindly send your CV to WhatsApp: https://wa.me/65 88567364(Ethan)
Han Meng Zhuo | Reg No: R25138931
The Supreme HR Advisory Pte Ltd | EA No: 14C7279
* The salary benchmark is based on the target salaries of market leaders in their relevant sectors. It is intended to serve as a guide to help Premium Members assess open positions and to help in salary negotiations. The salary benchmark is not provided directly by the company, which could be significantly higher or lower.
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