Roles & Responsibilities
Associate Wealth Director
Working Days : 5.5 Days (Mon – Fri : 9am-6pm; Sat is 9am till 1pm)
Working Location : Alexandra (450 Alexandra Road #03-01 S119960)
Starting Salary : From $2,400 (Depends on experience & qualifications)
Job Description :
- Support and report to Group Director, handle recruitment, supervise Wealth Manager and ensure the unit comply with all policies and regulations.
- Establish an agency through quality recruitment and selection of Wealth Manager.
- Build and develop through supervision, training and coaching activities.
- Adhere to the Training and Competency requirements set out in the T&C Plan. The activities include conducting coaching sessions, joint field work and meetings for their Wealth Manager.
- Prepare for coaching and meeting sessions.
- Establish goals for the unit.
- Attend Branch meetings, company events and training.
- Pursue professional competence courses.
- Ensure Wealth Manager is competent to perform the roles and responsibilities.
- Identify and develop potential Wealth Manager to assume future leadership roles.
- Assist Group Director in the development of the Branch.
Requirements :
Min full A level & Local Polytechnic Diploma.At least 1 year of wealth management or investment experience.WhatsApp : https : / / wa.me / 6591044149 (Shermaine)
Siah Sze Ming Reg No : R24125414
The Supreme HR Advisory Pte Ltd EA No : 14C7279
Tell employers what skills you have
Coaching
Wealth Management
Leadership
Investment Strategies
Financial Planning
Interpersonal Skills
Wealth
Accounting
Compliance
Estate Planning
Financial Advisory
Business Development
Field Work
Financial Services