Wealth Manager - EH03

THE SUPREME HR ADVISORY PTE. LTD.

Date: 5 hours ago
City: Singapore, Singapore
Salary: SGD 2,000 - SGD 5,000 / mo
Contract type: Full time

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 (450 Alexandra Road #03-01 S119960)

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.

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

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