Wealth Manager

ASCEND ADVISORY GRP PTE.

D01 Cecil, Singapore
Sgd 3,000 - 4,000 / monthly pm
On-site
Client servicing for individuals and corporations
Investment market and economic outlook analysis
Legal and estate planning expertise
ASCEND ADVISORY GRP PTE. is seeking a Wealth Manager to engage in client services, sales, investment strategies, and legal estate planning in a training-focused role. The position requires collaboration with clients and professionals while developing customized financial solutions and strategies

Job Summary

  • The Wealth Manager role involves training and performing duties in client services, sales, investments, and legal estate planning.
  • The position requires managing financial portfolios, analyzing corporate strategies, and developing customized estate plans.
  • The role includes coordinating with professionals to optimize tax outcomes and advising on succession planning for business owners.

Matching Summary

Match Score: 85

ASCEND ADVISORY GRP PTE. is seeking a Wealth Manager to engage in client services, sales, investment strategies, and legal estate planning in a training-focused role. The position requires collaboration with clients and professionals while developing customized financial solutions and strategies.

Salary

SGD 3,000 - 4,000 / Monthly

Skills & Requirements

Must-have

  • Client servicing for individuals and corporations
  • Investment market and economic outlook analysis
  • Legal and estate planning expertise
  • Business development strategies
  • Financial portfolio review and solutions
  • Succession and wealth-transfer planning

Nice-to-have

  • Participation in meetings and seminars
  • Travel to different offices and locations
  • Coordination with tax, legal, and financial professionals

Key Requirements

  • Training in client servicing and investment strategies
  • Knowledge of estate planning and wealth-transfer strategies
  • Ability to maintain confidentiality and regulatory compliance

Work Rights

Not specified

Tailored Resume

Cover Letter