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.
Qualifications - Min Local Polytechnic Diploma.
- Entry level is welcome.
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