Client Wealth Advisor - Holistic Financial Growth & Legacy

Titans Private Wealth; Singapore; On-site; SGD 60,000 - 100,000; Full time

Benefits offered by this job

Team learning sessions

Access to specialists

Conducive workspace

Mentorship and guidance

Career progression to Team Manager

Job summary

Titans Private Wealth is seeking a Client Advisor in Singapore to deliver holistic advisory solutions across wealth creation, preservation, risk management, and cashflow.

You will build a strong client network, work independently under pressure, and grow into leadership through mentorship and coaching.

The role emphasizes client centricity, ongoing learning, and collaboration with specialists to tailor wills, estate planning, and legacy strategies.

Qualifications

• Graduated with A-Level, Diploma or Degree in any field.
• Singaporean or Singapore Permanent Resident.
• Excellent interpersonal skills and ability to build a strong network.
• Ability to work independently and under pressure.
• Self-motivated with strong time management skills.
• Performance driven and customer centric.
• Wealth Management Sales experience in banks preferred, but not mandatory.

Responsibilities

• Deliver holistic advisory solutions tailored to clients' evolving financial needs and well-being.
• Advise clients in wealth creation, enhancement and preservation.
• Manage risk and cashflow for business owners.
• Provide personal finance and risk management advice.
• Assist with will and trust planning.
• Support estate and legacy planning.

Skills

Interpersonal skills

Independent work

Time management

Customer centric

Networking ability

Education

A-Level / Diploma / Degree

Job description

Titans Private Wealth is seeking a Client Advisor in Singapore to deliver holistic advisory solutions across wealth creation, preservation, risk management, and cashflow.

You will build a strong client network, work independently under pressure, and grow into leadership through mentorship and coaching.

The role emphasizes client centricity, ongoing learning, and collaboration with specialists to tailor wills, estate planning, and legacy strategies.