Ascension Consultancy – Wealth Strategist

Company
Ascension Consultancy
ascension-consultancy.net
Designation
Wealth Strategist
Date Listed
08 Nov 2018
Job Type
Entry Level / Junior Executive
Full/Perm
Job Period
Immediate Start, Permanent
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
  • 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
This position is already closed and no longer available.  You may like to view the other latest internships here.

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