Wealth Manager - EH03

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 :

✅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

Tell employers what skills you have

Coaching

Wealth Management

Asset Management

Investment Strategies

Microsoft Excel

Financial Planning

Interpersonal Skills

Wealth Accumulation

Wealth

Investment Management

Retail Banking

Emotional Intelligence

Banking

Financial Advisory

Financial Services