AB03 - Wealth Manager

THE SUPREME HR ADVISORY PTE. LTD.

Alexandra, Singapore
Base: $2k - $5k (depends on experience & qualifica...
Understand customer needs for individuals and companies
Tailor-made financial solutions
Periodic investment portfolio review
The role involves understanding the needs of individual and company customers to tailor financial solutions

Job Summary

  • The role involves understanding the needs of individual and company customers to tailor financial solutions.
  • Responsibilities include acquiring new clients, servicing existing accounts, and conducting periodic investment portfolio reviews.
  • Candidates are expected to develop financial strategies for individuals and small businesses while managing client accounts.

Matching Summary

Match Score: 75

The role involves understanding the needs of individual and company customers to tailor financial solutions.

Salary

Base: $2k - $5k (Depends on experience & qualifications); Bonus/Equity: Not specified; Benefits: Not specified

Skills & Requirements

Must-have

  • Understand customer needs for individuals and companies
  • Tailor-made financial solutions
  • Periodic investment portfolio review

Nice-to-have

  • Client appointment flexibility
  • Professional certification interest
  • Life event account management

Key Requirements

  • Min Local Polytechnic Diploma
  • Entry level welcome

Work Rights

Not specified

Tailored Resume

Cover Letter