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THE SUPREME HR ADVISORY PTE. LTD.

KY11 - Wealth Manager [With Comm | RES5, M9, M9A, HI]

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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 Local Polytechnic Diploma.
  • Entry level is welcome.

WhatsApp me your resume for quicker processing! ☺️
WhatsApp: https://wa.me/6596112291 (Kyra)
Voon Yih Boon Reg No: R22106724 | The Supreme HR Advisory Pte Ltd EA No: 14C7279

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