Wealth Manager (Entry Level is Welcome) [5.5 DAYS / ALEXANDRA] (KCKC)

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