Wealth Manager (Investment & Insurance)

Titans Private Wealth is looking for talented and adaptable professionals to join our expanding wealth management team. If you thrive in the collaborative environment and are eager to excel in the field of finance, we encourage you to explore opportunities with us.

Role Description

As a Wealth Manager with Titans Private Wealth, you will partner clients in securing their financial future in a range of areas, including but not limited to:

• Wealth management

• Investments and insurance

• Estate and legacy planning

Key Responsibilities

1. Client Acquisition and Relationship Management

• Proactively identify, engage & onboard new clients to achieve sales goals

• Actively strengthen and deepen relationships with existing clients both onshore & offshore to build a strong foundation for sustained customer growth

2. Deliver Personalised Wealth Advisory

• Deliver regular market updates to clients and gain a deep understanding of their financial goals to offer tailored wealth management solutions

• Offer customised financial planning and advisory services aligned to each client'sunique financial needs and investment preferences

3. Expertise in Wealth Management and Ensure Compliance

• Proficient in advising clients on a wide range of investment and insurance products and services through a network of investment platforms and insurance providers

• Keep up to date with the latest financial products and services, ensuring that you are well-versed in industry developments

• Ensure strict adherence to KYC/AML and other compliance requirements

Your expertise in these areas will be crucial in helping clients make informed decisions that will shape their financial future.

Requirements

To excel in this role, you should possess the following qualifications and skills:

• Minimum 1 year of work experience
• Recognised Polytechnic Diploma or University Degree in any field
• Results-oriented and numbers driven with a strong sense of focus to consistently meet and exceed sales quotas and revenue targets
• Outgoing disposition, demonstrate excellent interpersonal skills and have the ability to cultivate and maintain strong relationships
• Singapore Citizens and Permanent Residents only

Elevate your wealth management career with Titans Private Wealth today.

Why Join Titans Private Wealth:

• Competitive compensation package

• Onshore & offshore prospects assignment

• Extensive training and development programs

• Opportunities for professional growth and career advancement

• Supportive and collaborative work environment

• Access to top financial institutions and a comprehensive range of financial solutions

• Make a significant impact on our clients financial well-being

• Join a team of experienced and dedicated professionals who share your commitment to excellence

Company Description

Titans Private Wealth is a leading financial advisory firm committed to delivering exceptional financial services and provide expert guidance for our clients.

We partner with top financial institutions to provide a comprehensive range of financial solutions. Our wealth management approach emphasizes objectivity and transparency to empower our clients to build, grow, and protect their wealth with confidence.

At Titans Private Wealth, we believe in fostering a supportive and collaborative work environment, where you can build a fulfilling and rewarding career. We will provide you with the necessary tools and resources for you to excel. Our comprehensive training programs are specifically designed to equip you with the knowledge and expertise necessary to thrive in the industry.

We are committed to delivering exceptional service and provide expert guidance for our clients. You will be working alongside a group of experienced and highly proficient professionals who share your dedication to excellence. There are unlimited opportunities for you to succeed and strive for the recognition you deserve.