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ASCEND ADVISORY GRP PTE. is seeking a Financial & Estate Analyst Associate in Singapore, focusing on client services, investment strategies, and legal estate planning. The role involves training and hands-on experience in client interactions, investment analysis, and developing customized estate plans.
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Job Summary
The role involves receiving training and performing duties across client services, sales, investments, and estate planning.
Candidates will develop customized estate plans including wills, trusts, and wealth-transfer strategies while coordinating with legal and tax professionals.
The position requires managing presentations on individual and corporate bases while reviewing financial portfolios to provide tailored solutions.
Matching Summary
Match Score: 75
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ASCEND ADVISORY GRP PTE. is seeking a Financial & Estate Analyst Associate in Singapore, focusing on client services, investment strategies, and legal estate planning. The role involves training and hands-on experience in client interactions, investment analysis, and developing customized estate plans.
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Skills & Requirements
Must-have
Client servicing for individuals and corporations
Investment market analysis and trends
Estate planning and tax optimization
Business development strategies
Portfolio review and financial solutions
Nice-to-have
Experience in legal and regulatory compliance
Strong presentation and communication skills
Ability to travel to different offices
Knowledge of family dynamics and succession planning
Key Requirements
Training in client servicing and investment strategies
Ability to conduct client interviews and assess assets