Wealth Manager

• Working Days: 5.5 Days (Mon - Fri: 9am-6pm; Sat is 9am till 1pm)
• Working Location: Alexandra
• Starting Salary: From $2,400 (Depends on experience & qualifications)
• Min Local Polytechnic Diploma.
• Training provided

Interested applicants can also send your resume to (Liwenpoh741#gmail.com) and allow our consultant to match you with our clients. No Charges will be incurred by Candidates for any service rendered.

WA ME 9735 4019 for more Wealth Manager role

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.

POH LI WEN REG NO: R25136683

THE SUPREMEHR ADVISORY PTE LTD EA NO: 14C7279