Wealth Manager [Entry level with relevant background welcome | Alexandra | Starting from $2400] - SM09 - Geylang

apartmentTHE SUPREME HR ADVISORY PTE. LTD. placeGeylang descriptionPermanent calendar_month 

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: R24125414

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