Not specified (assumed hybrid based on industry standards).
Client servicing for individuals and corporations
Investment market analysis and strategy
Estate planning and tax optimization
The Wealth Associate position at Ascend Advisory Group Pte. in Singapore involves training in client services, investment strategies, and legal estate planning. The role requires participation in business development for both individual and corporate clients, with opportunities for hands-on learning and professional growth
Job Summary
The role involves comprehensive training in client services, sales, investment strategies, and legal estate planning.
Candidates will analyze investment trends, develop customized estate plans including trusts and insurance vehicles, and advise on succession planning.
The position requires managing presentations for both individual and corporate clients while ensuring accurate record-keeping and confidentiality.
Matching Summary
Match Score: 75
The Wealth Associate position at Ascend Advisory Group Pte. in Singapore involves training in client services, investment strategies, and legal estate planning. The role requires participation in business development for both individual and corporate clients, with opportunities for hands-on learning and professional growth.
Skills & Requirements
Must-have
Client servicing for individuals and corporations
Investment market analysis and strategy
Estate planning and tax optimization
Business development for B2B and B2C
Portfolio review and financial solutions
Nice-to-have
Experience with corporate strategies
Knowledge of family governance
Ability to coordinate with legal professionals
Strong presentation skills
Understanding of regulatory compliance
Key Requirements
Training in client servicing and business development
Knowledge of investment tools and economic outlook
Ability to conduct client interviews and assess assets