Financial & Estate Analyst Associate

ASCEND ADVISORY GRP PTE.

D01 Cecil, Marina, People’s Park, Raffles Place, 9 TEMASEK BOULEVARD SUNTEC TOWER TWO 038989
Sgd 3,000 - 4,000 / monthly pm
On-site
Sales
Microsoft office
Investment strategies
The Financial & Estate Analyst Associate position at Ascend Advisory Group PTE involves training in client services, investment operations, and legal estate planning. The role focuses on providing financial solutions and developing customized estate plans while collaborating with tax and legal professionals

Job Summary

  • Financial & Estate Analyst Associate 1
  • Client Services / Sales & Business Development 2
  • ⁠Investment & Strategies 3

Matching Summary

Match Score: 85

The Financial & Estate Analyst Associate position at Ascend Advisory Group PTE involves training in client services, investment operations, and legal estate planning. The role focuses on providing financial solutions and developing customized estate plans while collaborating with tax and legal professionals.

Salary

SGD 3,000 - 4,000 / Monthly

Skills & Requirements

Must-have

  • Sales
  • Microsoft Office
  • Investment Strategies
  • Microsoft Excel
  • Product Marketing

Nice-to-have

  • Administrative Work
  • Investment Analysis
  • Investments
  • Selling
  • Investment Management
  • Client Service
  • Estate Planning
  • Client Education
  • Sales And Business Development
  • Microsoft Word
  • Customer Service
  • Business Development
  • Performance Management
  • Able To Work Independently
  • Customer Service Experience

Work Rights

Tailored Resume

Cover Letter