Toa Payoh - Wealth Manager [Entry level with relevant background welcome | Alexandra | Starting from $2400] - SM09
THE SUPREME HR ADVISORY PTE. LTD. Toa Payoh Permanent
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:
- Min full A level & Local Polytechnic Diploma.
- Entry level with relevant background welcome.
WhatsApp: https://wa.me/6591044149 (Shermaine)
Siah Sze Ming Reg No: R24125414The Supreme HR Advisory Pte Ltd EA No: 14C7279
THE SUPREME HR ADVISORY PTE. LTD.Geylang, 4 km from Toa Payoh
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...
Toa Payoh
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Job Purpose
• Responsible to Grow, manage and preserve clients' wealth through optimization of the risk, return and liquidity and work to ensure clients' financial and investment objectives are met.
• Provide unbiased advice in managing and growing...