
Wealth Manager
2 days ago
Wealth Manager
Working Days: 5.5 Days (Mon – Fri: 9am-6pm; Sat is 9am till 1pm)
Working Location: Bukit Merah
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.
Interested applicants, WA your resume to or email your resume to
TAN YEN ZHEN (CHEN YANZHEN) REG NO: R
THE SUPREMEHR ADVISORY PTE LTD EA NO: 14C7279
#J-18808-Ljbffr
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