Financial Service Lead Investment
4 hours ago
- 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:
- Support and report to Group Director, handle recruitment, supervise Wealth Manager and ensure the unit comply with all policies and regulations.
- Establish an agency through quality recruitment and selection of Wealth Manager.
- Build and develop through supervision, training and coaching activities.
- Adhere to the Training and Competency requirements set out in the T&C Plan. The activities include conducting coaching sessions, joint field work and meetings for their Wealth Manager.
- Prepare for coaching and meeting sessions.
- Establish goals for the unit.
- Attend Branch meetings, company events and training.
- Pursue professional competence courses.
- Ensure Wealth Manager is competent to perform the roles and responsibilities.
- Identify and develop potential Wealth Manager to assume future leadership roles.
- Assist Group Director in the development of the Branch.
Requirements:
- Min full A level & Local Polytechnic Diploma.
- At least 1 year of wealth management or investment experience.
WhatsApp: (Shermaine)
Siah Sze Ming Reg No: R
The Supreme HR Advisory Pte Ltd EA No: 14C7279
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