Wealth Manager ( Financial Planning ) | Bukit MerahYZ11 - D01 Cecil, Marina, People’s Park, Raffles Place, SG

Roles & Responsibilities

Wealth Manager

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

Working Location : Bukit Merah

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 :

Interested applicants, WA your resume to ‪‪‪+65 9136 9792‬‬‬ or email your resume to supreme.yentan@gmail.com.

TAN YEN ZHEN (CHEN YANZHEN) REG NO : R25138932

THE SUPREMEHR ADVISORY PTE LTD EA NO : 14C7279

Tell employers what skills you have

Wealth Management

Financial Planning

Arranging

Investments

Wealth

Financial Acumen

Investment Management

Presentation Skills

Financial Advisory

Financial Services