Wealth Manager [Entry level with relevant background welcome | Alexandra | Starting from $2400] - SM09

Roles & Responsibilities

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)

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 :

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

Wealth Management

Investment Strategies

Financial Planning

Interpersonal Skills

Wealth

Accounting

Compliance

Estate Planning

Financial Advisory

Business Development

Financial Services