Ascension Consultancy – Wealth Strategist

Company
Ascension Consultancy
ascension-consultancy.net
Designation
Wealth Strategist
Date Listed
31 Jul 2017
Job Type
Entry Level / Junior Executive
Full/Perm
Job Period
Flexible Start, For At Least 2 Months
Profession
Accounting / Auditing / Taxation
Industry
Finance
Location Name
80 Anson Road #05-04 Fuji Xerox Towers
Allowance / Remuneration
$800 - 2,000 monthly
Company Profile

Being one of the leading institutions in the financial services industry, we strive to deliver the explicit needs of our customers by providing top-notch sales training academy.

We adhere the 'customers-first' philosophy in offering tailor-made solutions to build their portfolio, and to deliver professional advice that exceeds the customers' expectations.

Our firm adopts one-stop solution philosophy that specializes in three different areas:
(1) Wills & trusts for asset distribution
(2) Mortgage financing & refinancing
(3) Investment solution services

We aim to generate deeper insight of the ever-changing and dynamic nature of the finance industry for existing and potential clients to keep abreast of the market trends and latest development. In line with this, we identify the best practices, and develop skills through designing customized sales training - Rising Star Academy to provide first-class sales training for individuals in learning the ropes and close the deal‎.

Job Description


  • Undergoing training to have first hand exposure to investment vehicles
  • Communication with retail & institutional partners in respective market segments
  • Processing of ad hoc requests from retail & institutional clients
  • Sales opportunities in various markets
  • Providing advise to relevant financial instruments
  • Client engagement in exhibitions & trade shows to expand network to increase the productivity
  • Sales role in expanding business development and new client acquisitions platforms

Who we are looking for:

  • Degree Holders
  • Strong and effective communication skills will be preferred
  • Entry level candidates are encouraged to apply
  • Initiative and self-driven
This position is already closed and no longer available.  You may like to view the other latest internships here.

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