Wealth Manager (New to industry / Career transition)

placeToa Payoh scheduleFull-time calendar_month5/7/25

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

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

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

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.

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