Ascension Consultancy – Wealth Strategist

Company
Ascension Consultancy
ascension-consultancy.net
Designation
Wealth Strategist
Date Listed
29 Nov 2018
Job Type
Entry Level / Junior Executive
Full/Perm
Job Period
Immediate Start, For At Least 3 Months
Profession
Consulting
Industry
Consultancy
Location Name
Tanjong Pagar
Allowance / Remuneration
$2,500 - 4,000 monthly
Company Profile

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


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


Our firm adopts a one-stop solution philosophy that specializes in three different areas:
(1) Wills & Trusts for Asset Distribution
(2) Mortgage Financing & Refinancing
(3) Investment Solution Services


Job Description

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

Requirements

  • Degree from a recognized local or private university or Diploma from a local polytechnic
  • Due to the nature of the job requirements, English and Mandarin speaker is preferred
  • Only Singaporeans may apply
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