Wealth Manager - Investment/Insurance | Entry Level is Welcome - Geylang
The Supreme HR Advisory Geylang Full-time
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.
The Supreme HR Advisory Pte Ltd EA No: 14C7279
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