Titans Private Wealth Hiring! Full Time Wealth Manager in - Ricebowl

Company Description

Titans Private Wealth, a leading branch under Manulife Financial Advisers, specializes in delivering tailor-made wealth management solutions. Partnering with top-tier financial institutions, we provide a comprehensive range of services aligned with our clients' unique needs. Our approach prioritizes transparency and objectivity, building trust as we help clients accumulate, grow, and safeguard their wealth. By offering honest and expertly crafted advice, we empower our clients to achieve their financial goals with confidence.

Role Description

This is a full-time hybrid role as a Wealth Manager based in Singapore, with flexibility for some remote work. The Wealth Manager will be responsible for advising clients on financial planning, investment management, and insurance solutions. Key responsibilities include conducting financial assessments, developing tailored financial strategies, managing client portfolios, and regularly reviewing and adjusting investment plans to meet clients' evolving needs.

Qualifications

• Proficiency in Financial Planning and Finance principles
• Experience in Investment Management and Investments
• Knowledge of Insurance solutions and strategies
• Strong interpersonal, communication, and relationship management skills
• Analytical mindset with the ability to make data-driven recommendations
• Relevant certifications such as Certified Financial Planner (CFP) or Chartered Financial Analyst (CFA) are advantageous
• Prior experience in the wealth management industry and familiarity with Singapore's financial regulatory environment are a plus