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Relationship Manager - Wealth Planning (0580)


THE SUPREME HR ADVISORY PTE. LTD.
3 days ago
Posted date
3 days ago
N/A
Minimum level
N/A
OtherJob category
Other
  • 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
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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)