Client Advisor

About the role

Join us as a Client Advisor and embark on a rewarding journey to deliver holistic advisory solutions tailored to your clients' evolving financial needs and well-being. Our Client Advisors and Managers are equipped to advise clients in the area of wealth creation, enhancement and preservation, risk and cashflow management for business owners, personal finance and risk management, will and trust planning, and estate and legacy planning.

Key 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

About you

• Graduated with either a full GCE "A" Level certificate with passes in at least three H2 subjects and two H1 subjects, Polytechnic Diploma, or Degree in any field
• Singaporeans and Singapore Permanent Residents
• Excellent interpersonal skills and ability to build and foster a strong network of relationships
• Ability to work independently and under pressure
• Self-motivated with strong time management skills
• Performance driven and customer centric individual
• Previous Wealth Management Sales experience in banks preferred, but not mandatory

About us

At Titans Private Wealth, we foster a strong, family-oriented workplace culture built on mutual respect, shared goals, and open communication. We believe in creating an environment where everyone is encouraged to learn, grow, collaborate, and support one another. As part of our team, you can look forward to learning from real-world experiences through team sharing sessions featuring real-life experiences and case studies, access to specialist expertise from experienced specialists who share their knowledge and industry insights, a conducive work environment with office facilities designed to support efficient work, and personalised support and guidance with tailored assistance, advice, and mentorship.

Benefits

• Learn from real-world experiences through team sharing sessions featuring real-life experiences and case studies
• Access to specialist expertise from experienced specialists
• Conducive work environment with office facilities designed to support efficient work
• Personalised support and guidance with tailored assistance, advice, and mentorship
• Opportunity to progress into a Team Manager role where you can recruit, coach, and inspire your team