Wealth Relationship Manager Entry level welcome

2 weeks ago


Singapore THE SUPREME HR ADVISORY PTE. LTD. Full time
Wealth Manager
Working Days: 5.5 Days (Mon - Fri: 9am-6pm; Sat is 9am till 1pm)
Working Location: Alexandra (450 Alexandra Road #03-01 S )
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: (Shermaine)
Siah Sze Ming Reg No: R
The Supreme HR Advisory Pte Ltd EA No: 14C7279

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