Wealth Manager - EH03

Wealth Manager

Working Days: 5.5 Days (Mon - Fri: 9am-6pm Sat is 9am till 1pm or depends to client appointment timing.
Working Location: Alexandra (450 Alexandra Road #03-01 S119960)
Starting Salary: $2k - $5k (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 Polytechnic Diploma.
• Entry level is welcome.

✅Interested personnel kindly send your CV to WhatsApp: https://wa.me/65 88567364(Ethan)

Han Meng Zhuo | Reg No: R25138931

The Supreme HR Advisory Pte Ltd | EA No: 14C7279