Entry-Level Wealth Advisor for Individuals & SMBs

Company: The Supreme HR Advisory
Apply for the Entry-Level Wealth Advisor for Individuals & SMBs
Location: London
Job Description:

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 (450 Alexandra Road S119960)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.

Requirements:

  • Min Local Polytechnic Diploma.
  • Entry level is welcome.

If you are keen to apply, please send me your resume and job applied for on WhatsApp at 9789 3505 or email me at anabel.thesupreme@gmail.com (˶ᵔ ᵕ ᵔ˶)

❄️Anabel Boon Xue Qi | Recruitment Consultant (R25159272) | The Supreme HR Advisory EANo:14C7279

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Posted: June 1st, 2026