Wealth Manager (New to industry / Career transition)

Titans Private Wealth; Santo Niño 1st; Vor Ort; PHP 2.451.000 - 4.412.000; Vollzeit

Zusammenfassung

Titans Private Wealth in Singapore is seeking an Associate Director of Sales to begin a career in wealth management. This role welcomes fresh graduates and career switchers, with training across wealth management products and mentoring from experienced managers.

You will drive client acquisition, provide personalized financial guidance, and ensure compliance with KYC/AML while building long-term client relationships across onshore and offshore platforms.

Qualifikationen

• Recognised Polytechnic Diploma or University Degree in any field.
• Outgoing disposition with excellent interpersonal skills and ability to cultivate relationships.
• Results-focused with a strong drive to meet sales/revenue targets.

Aufgaben

• Drive client acquisition and nurture long-term relationships.
• Provide personalised financial guidance and wealth management solutions.
• Ensure compliance with KYC/AML and other regulatory requirements.

Kenntnisse

Interpersonal skills

Relationship building

Sales oriented

Ausbildung

Diploma or degree

Jobbeschreibung

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. Fresh graduates are also welcomed.

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.