Financial Consultant

1 day ago

Downtown Core, Singapore Titans Private Wealth Full time $60,000 - $120,000 per year

About the role

Join our dynamic team as a Financial Consultant (New Consultants) at Titans Private Wealth. This is a full-time role based in the Downtown Core Central Region. As a Financial Consultant, you will play a crucial part in helping our clients achieve their financial goals through personalized wealth management strategies and solutions.

What you'll be doing

  1. Proactively engage with new and existing clients to understand their unique financial needs and objectives
  2. Conduct thorough financial assessments and propose tailored investment and insurance plans
  3. Educate clients on financial products and services, ensuring they make informed decisions
  4. Continuously monitor client portfolios and recommend adjustments to meet changing needs
  5. Collaborate with the broader Financial Services' team to provide holistic financial guidance
  6. Maintain up-to-date knowledge of financial regulations, market trends and new product offerings
  7. Contribute to the growth and development of the Financial Consultant team

What we're looking for

  1. Degree in Finance, Economics or a related field
  2. Minimum 1-2 years of experience in financial planning or advisory roles
  3. Strong communication and interpersonal skills to effectively engage with clients
  4. Analytical mindset with the ability to interpret financial data and provide meaningful insights
  5. Enthusiasm for continuously learning and keeping up with industry developments
  6. Commitment to upholding the highest standards of ethics and client service
  7. Relevant financial certifications or designations (e.g. CFP, CFA) would be an advantage

What we offer

At Titans Private Wealth, we are committed to supporting the growth and development of our employees. You can expect a competitive salary, comprehensive benefits package, and ongoing training and mentorship opportunities. Our flexible work arrangements and wellbeing initiatives help you achieve a healthy work-life balance. Join our team and embark on a rewarding career in financial planning.

About us

Titans Private Wealth is a leading provider of financial services and wealth management solutions. With a strong presence in the Banking & Financial Services industry, we have a reputation for delivering exceptional client experiences and driving innovative financial solutions. Our core values of integrity, collaboration and excellence guide us in everything we do.

Apply now and be a part of our dynamic team

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