Wealth Manager

15 hours ago

Singapore Titans Private Wealth Full time

Wealth Manager (New to industry / Career transition)
Are you ready to start a career in wealth management?
Titans Private Wealth
is expanding our wealth management team and we are searching for candidates who do not have experience in this field or looking for a switch in their career to join us as a
Wealth Manager .
You will be provided with training across the various wealth management products / services and mentoring from experienced wealth managers.
At
Titans Private Wealth , we believe that every member develops their career at his / her own pace. You will be given the right support for you to succeed in your career.
Role Description
As an
Associate Director of Sales
with Titans Private Wealth, you will
partner clients in securing their financial future
in a range of areas, including but not limited to:
Wealth creation, enhancement and preservation
Risk and cashflow management
Personal finance and risk management
Estate and legacy planning
Key Responsibilities
1. Drive Client Acquisition and Foster Long-term Relationships
Proactively prospect and acquire new clients while nurturing lasting relationships
Actively strengthen and deepen relationships with existing clients both onshore & offshore to build a strong foundation for sustained customer growth
2. Provide Personalised Financial Guidance
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's unique 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
Requirements
To excel in this role, you should possess the following qualifications and skills:
Recognised Polytechnic Diploma or University Degree in any field
Outgoing disposition, demonstrate excellent interpersonal skills and have the ability to cultivate and maintain strong relationships
Results- oriented and numbers driven with a strong sense of focus to meet desired sales / revenue targets
Singapore Citizens and Singapore Permanent Residents only.
#J-18808-Ljbffr

  • Wealth Manager

    2 weeks ago

    Singapore VASTUS WEALTH PTE. LTD. Full time

    Are you a self-driven professional that finds high satisfaction in addressing clients’ financial planning needs? Are you a disciplined and determined team player, who capitalizes on sales processes and seeks win-win solutions to maximize client relations? If so, then we want YOU! Vastus Wealth is a new start-up Financial Advisory and part of 8VI Holdings...

  • Wealth Management Specialist

    18 hours ago

    Singapore WEALTH ASIA LLP Full time

    **Do you have a passion for helping affluent clients achieve their financial goals? Are you detail-oriented and enjoy working collaboratively to deliver exceptional service? If so, then a career as a Wealth Management Specialist specializing in Affluent Client Services could be a perfect fit for you! In this exciting role, you will play a vital role by...

  • Wealth Management Specialist

    2 days ago

    Singapore WEALTH ASIA LLP Full time

    Do you have a passion for helping affluent clients achieve their financial goals? Are you detail-oriented and enjoy working collaboratively to deliver exceptional service? If so, then a career as a Wealth Management Specialist specializing in Affluent Client Services could be a perfect fit for you In this exciting role, you will play a vital role by...

  • Wealth Manager

    5 days ago

    Singapore Vastus Wealth Pte Ltd Full time

    As **Wealth Manager **your role is to: - Maintain and manage internal leads/referrals coming from the community - Provide guidance to our community by identifying financial gaps in their current wealth or asset allocation and introducing suitable solutions - Maintain superior relationships by responding timely and accurately with our community to ensure a...

  • Wealth Manager

    2 weeks ago

    Singapore DH WEALTH MANAGEMENT PTE. LTD. Full time

    We are a Capital Market Services (CMS) licenced Fund Manager. As part of our expansion plan, we are looking for mid-level Private Bankers / Client Advisors / Relationship Managers focusing on bringing on board and servicing our first few Private Wealth Management (PWM) clients and to also be able to take charge of growing our External Asset Management (EAM)...

  • Wealth Manager

    2 weeks ago

    Singapore DH Wealth Management Pte Ltd Full time

    We are a Capital Market Services (CMS) licenced Fund Manager. As part of our expansion plan, we are looking for mid-level Private Bankers / Client Advisors / Relationship Managers focusing on bringing on board and servicing our first few Private Wealth Management (PWM) clients and to also be able to take charge of growing our External Asset Management (EAM)...

  • wealth planner

    2 weeks ago

    Singapore Alpha Wealth Financial Advisers Full time

    1 day ago Be among the first 25 applicants Get AI-powered advice on this job and more exclusive features. Alpha Wealth Financial Advisers is committed to providing personalized financial planning and investment management services to help our clients achieve their financial goals. We prioritize understanding our clients' goals, values, and aspirations to...

  • Part Time Wealth Manager

    3 weeks ago

    Singapore WEALTH ASIA LLP Part time

    Roles & ResponsibilitiesYou will participate in wealth management, sales and marketing activities, and receiving training on wealth management techniques in the financial services sector. Your job requires you to maintain good communication with customers and providing excellent customer service. You will contribute to the overall sales team efforts and help...

  • Wealth Manager

    2 weeks ago

    Singapore iHarvest Wealth Management Pte Ltd Full time

    **About us**: iHarvest Wealth Management (“iHarvest”) is a licensed financial advisory firm specialising in a wide range of financial solutions for both individual and corporate clients. We are dedicated to forge a lifelong partnership with our clients and help to build the better life that they desire. From wealth management to lifestyle events,...

  • Apex Wealth Management Internship

    1 day ago

    Singapore APEX WEALTH MANAGEMENT LLP Full time

    Roles & ResponsibilitiesLooking for a rewarding student life and get ahead of your peers in qualifications and experience?We have internship programs specially catered for students in financial services and agency management:• Industry-recognised certifications in the financial services industry• Full training in financial services and management•...