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AB03 - Wealth Manager

2000 - 5000 SGD
Full-time

The Supreme HR Advisory Pte. Ltd.

Position Title: Wealth Manager

Working Days: 5.5 Days (Mon – Fri: 9am-6pm; Sat is 9am till 1pm or depends to client appointment timing. 
Working Location: Alexandra (450 Alexandra Road S119960)
Starting Salary: $2k - $5k (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:

  • Min Polytechnic Diploma.
  • Entry level is welcome.

If you are keen to apply, please send me your resume and job applied for on WhatsApp at View phone number on mycareersfuture.gov.sg or email me at View email address on mycareersfuture.gov.sg (˶ᵔ ᵕ ᵔ˶)

❄️Anabel Boon Xue Qi | Recruitment Consultant (R25159272) | The Supreme HR Advisory EA No: 14C7279

Vacancy posted 3 days ago
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