KY11 - Wealth Manager [Training provided!]

Full-time Other-General

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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