Associate Wealth Director (Financial Advisory) - Alexandra/ $5k [0580]
Summary
Oversee a team of Wealth Managers, recruit and train advisors, and ensure compliance with financial regulations in a wealth management agency.
- Working Days: 5.5 Days (Mon – Fri: 9am-6pm; Sat is 9am till 1pm)
- Working Location: Alexandra
- Starting Salary: $2k - 5k (Depends on experience & qualifications)
Job Description:
- Support and report to Group Director, handle recruitment, supervise Wealth Manager and ensure the unit comply with all policies and regulations.
- Establish an agency through quality recruitment and selection of Wealth Manager.
- Build and develop through supervision, training and coaching activities.
- Adhere to the Training and Competency requirements set out in the T&C Plan. The activities include conducting coaching sessions, joint field work and meetings for their Wealth Manager.
- Prepare for coaching and meeting sessions.
- Establish goals for the unit.
- Attend Branch meetings, company events and training.
- Pursue professional competence courses.
- Ensure Wealth Manager is competent to perform the roles and responsibilities.
- Identify and develop potential Wealth Manager to assume future leadership roles.
- Assist Group Director in the development of the Branch.
Requirements:
- Min full A level & Polytechnic Diploma.
- At least 1 year of wealth management or investment experience.
The Supreme HR Advisory Pte. Ltd || 14C7279
Chua Jie Ying (Cai Jie Ying), Evelynn || EA Personnel License R24120580