Our experienced staffs, combined with our global network, allows us to provide the support you need -- wherever you need it, at home and abroad, whatever the size of your organisation. Our specialists are trained to provide you with comprehensive, integrated solutions to the banking & securities, insurance, and investment management sectors.
In light of the increased competition, market volatility and demands for transparency, today’s global asset managers need to rethink their business models. As the world grows more complex, we recognize that organizations are looking to find new ways of innovating and collaborating. Our team is constantly seeking better ways to help our clients solve their complex industry issues and capitalize on opportunities to grow, optimize and protect their businesses.
We are a licensed, independent financial service providers that offer professional advice and solutions that suit our clients’ unique requirements. We build professional, lasting relationships with our clients and listen to their needs, before we advise them on suitable financial plans and solutions. We also make sure the cost to implement a plan is always competitive and well-priced.
About Us:
As one of the leading institution in the financial services industry, we strive to deliver the explicit needs of our clients. We adhere to the 'clients-first' philosophy in offering tailor-made solutions to build their portfolio, and to deliver professional advice that exceeds clients' 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
You may wish to find out more about us and our company culture at:_ www.ascension-consultancy.com.
Job Responsibilities of a Wealth Strategist
- First hand exposure to investment vehicles
- Communication with retail & institutional partners in respective market segments
- Processing of ad-hoc requests from retail & institutional clients
- Providing advise to relevant financial instruments
- Sales role in expanding business development and new client acquisitions platforms
Who We're Looking For:
- 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 / pr may apply
- Training will be provided
Job Type: Full-time
Salary: $3,000.00 to $3,500.00 /month
Related Job Searches:
- Company:
Ascension Consultancy - Designation:
Wealth Strategist - Profession:
Banking / Finance - Industry:
Finance - Location:
Tanjong Pagar