Wealth Relationship Manager | Min Diploma | Entry Level hkhdv

Position Title: 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
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 applicants can also send your resume to WA:+65 88141540 (Dominic) and allow our Consultant to match you with our Clients. There are more related or other job to match as well.

No Charges will be incurred by Candidates for any service rendered.

Ho Kay Heng Dominic Reg No: R26162365 | The Supreme HR Advisory Pte Ltd EA No: 14C7279