Wealth Manager [Entry level with relevant background welcome | Alexandra | Starting from $2400][...]

THE SUPREME HR ADVISORY PTE. LTD.; Town of Islip (NY); On-site; USD 2,000 - 80,000; Full time

Job summary

A leading finance advisory firm seeks a Wealth Manager to understand customer needs and develop tailored financial strategies. This role requires a minimum of a full A level and offers entry-level opportunities for those with relevant backgrounds. You will work closely with clients to manage their investment portfolios and insurance needs, with a competitive starting salary based on experience.

Qualifications

• Min A level and Local Polytechnic Diploma required.
• Willingness to attend professional certification classes.
• Entry level candidates with relevant background welcome.

Responsibilities

• Understand and analyze customer needs to provide tailored solutions.
• Develop and implement financial strategies for clients.
• Manage and update clients' accounts based on life events.

Skills

Customer analysis

Financial strategy development

Customer service

Education

A level

Local Polytechnic Diploma

Job description

Wealth Manager

• Working Days: Mon - Sat (Mon – Fri: 9am-6pm; Sat is 9am till 1pm)
• Working Location: Alexandra
• Starting Salary: From S$ 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.

WhatsApp: https://wa.me/6591044149 (Shermaine)

Siah Sze Ming Reg No: R24125414

The Supreme HR Advisory Pte Ltd EA No: 14C7279