Relationship Manager - Wealth Planning (0580)

THE SUPREME HR ADVISORY PTE. LTD.
- Working Days: Mon - Sat (Mon - Fri: 9am-6pm; Sat is 9am till 1pm)
- Working Location: Alexandra
- Starting Salary: $2,400 (Depends on experience)
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 full A level & Local Polytechnic Diploma.
- Training Provided
The Supreme HR Advisory Pte. Ltd || 14C7279
Chua Jie Ying (Cai Jie Ying), Evelynn || EA Personnel License R24120580
JOB SUMMARY
Relationship Manager - Wealth Planning (0580)

THE SUPREME HR ADVISORY PTE. LTD.
Singapore
3 days ago
N/A
Full-time
Relationship Manager - Wealth Planning (0580)