Wealth 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
Investment strategies
Microsoft excel
The Wealth Associate position at Ascend Advisory Group Pte involves client services, investment strategies, and legal estate planning. The role emphasizes training in various financial services and requires proactive engagement with clients to develop tailored financial solutions

Job Summary

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

Matching Summary

Match Score: 85

The Wealth Associate position at Ascend Advisory Group Pte involves client services, investment strategies, and legal estate planning. The role emphasizes training in various financial services and requires proactive engagement with clients to develop tailored financial solutions.

Salary

SGD 3,000 - 4,000 / Monthly

Skills & Requirements

Must-have

  • Sales
  • Investment Strategies
  • Microsoft Excel
  • Administrative Work
  • Investment Analysis

Nice-to-have

  • Investments
  • Investment Management
  • B2B
  • Client Service
  • Product Management
  • 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