Role Description
As a Financial Consultant with Titans Private Wealth, you'll play a pivotal role in helping clients achieve their financial goals.
Key Responsibilities
· Meeting with clients to understand their financial goals and conduct comprehensive financial needs analysis to assess their current financial situations.
· Developing personalized financial plans and recommending strategies for wealth preservation, investment, retirement planning and estate planning.
· Building and maintaining strong relationships with existing clients, while actively expanding your network to onboard new clients.
· Conducting regular review of your client’s financial portfolio and ensure they align with their changing needs and objectives.
· Staying updated on market outlook, regulatory changes, and internal operational requirements to engage in informed discussions with clients.
Training and Support
At Titans Private Wealth, we invest in your success with:
· A comprehensive and structured induction program tailored for new consultants to equip you with the product knowledge and skill sets needed to excel.
· An attractive compensation structure designed to build your passive income.
· The opportunity to work with a team of industry-leading professionals who will provide guidance and generously share their knowledge.
Requirements
· Recognised Polytechnic Diploma or University Degree in any field.
· Self-motivated and numbers driven, with a strong sense of focus to consistently out-perform individual targets.
· Excellent interpersonal skills and possess the ability to cultivate and maintain strong relationships.
· Confident with good communication and presentation skills.
· Singaporeans and Permanent Residents only.
