Wealth Lead [Salary depends on experience and qualifications | Alexandra | Relevant experience needed] - SM09

Roles & Responsibilities

Associate Wealth Director

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 :

• 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 :

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