KY11 - Wealth Manager [With Comm - RES5, M9, M9A, HI]
External
The Supreme Hr Advisory · SingaporePrepare for this interview
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Requirements
- Min Local Polytechnic Diploma.
- Entry level is welcome.
- WhatsApp me your resume for quicker processing! ☺️
- WhatsApp: https://wa.me/6596112291 (Kyra)
- Voon Yih Boon Reg No: R22106724 | The Supreme HR Advisory Pte Ltd EA No: 14C7279
Additional Information
Wealth Manager 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.
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