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