about the company
Our client is a leading financial advisory firm in Singapore!
about the job
Our client is looking for a Wealth Specialist to join their team! This role would require you to foster relationships with current clients and provide after-sales services, as well as establish new relationship through marketing initiatives and campaigns. Other scope includes telecalls, reviewing of portfolios, providing updates to enhance current client portfolio, as well as habdling customer inquries.
...
wealth advisor (insurance).
- singapore
- posted 8 november 2023
- closes 6 january 2024
skills
wealth management, financial planning, relationship managementqualifications
Diploma/Degreeeducation
Associate Degree/Diploma
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