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Wealth Manager ( Career Change is Welcome ) | 1618

Wealth Manager ( Career Change is Welcome ) | 1618

THE SUPREME HR ADVISORY PTE. LTD.Singapore
14 days ago
Job description

Wealth Manager

Working Days : 5.5 Days (Mon - Fri : 9am-6pm; Sat is 9am till 1pm)

Working Location : Alexandra

Starting Salary : From $2,400 (Depends on experience & qualifications)

Requirements :

  • Min full A level & Local Polytechnic Diploma.
  • Entry level with relevant background welcome.

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.

    • Chin Wai Loon Reg No : R24121618

    The Supreme Hr Advisory Pte Ltd EA No : 14C7279

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    Wealth Manager • Singapore