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Financial Services Team Lead Wealth Advisory Leadership Role Salary depends at Greenfix Property Care
Singapore, , Singapore -
Full Time

Start Date

Immediate

Expiry Date

18 Feb, 26

Salary

0.0

Posted On

20 Nov, 25

Experience

0 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

No

Skills

Coaching, Wealth Management, Leadership, Investment Strategies, Financial Planning, Interpersonal Skills, Compliance, Estate Planning, Financial Advisory, Business Development, Field Work, Financial Services

Industry

Household Services

Description
Roles & Responsibilities Associate Wealth Director Working Days: 5.5 Days (Mon - Fri: 9am-6pm; Sat is 9am till 1pm) Working Location: Alexandra Starting Salary: From $2,400 (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 & Local Polytechnic Diploma. At least 1 year of wealth management or investment experience. WhatsApp: (Shermaine) Siah Sze Ming Reg No: R The Supreme HR Advisory Pte Ltd EA No: 14C7279 Tell employers what skills you have Coaching Wealth Management Leadership Investment Strategies Financial Planning Interpersonal Skills Wealth Accounting Compliance Estate Planning Financial Advisory Business Development Field Work Financial Services
Responsibilities
The role involves supporting the Group Director, handling recruitment, supervising Wealth Managers, and ensuring compliance with policies and regulations. Additionally, it includes establishing goals for the unit and conducting training and coaching activities.