Wealth Manager (Entry Level is Welcome) [5.5 DAYS / ALEXANDRA] (KCKC)
About this job
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.
Kelly Chong Reg No:R26161160
The Supreme HR Advisory Pte Ltd EA No: 14C7279
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The employer lists 2 000 – 5 000 $ for this role at THE SUPREME HR ADVISORY PTE. LTD. in Singapore. For comparison, the local market median is about 6 085 $ based on 26 065 similar offers.
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