Assistant Vice President – Private Client Solutions

Ascendant Globalcredit Group; Singapore; Hybrid; SGD 180.000 - 320.000; Vollzeit

Zusammenfassung

Ascendant Globalcredit Group is seeking an Assistant Vice President – Private Client Solutions in Singapore. This full-time, hybrid role focuses on managing and expanding relationships with private clients, coordinating tailored solutions with internal and external partners, and ensuring high standards of client service and compliance.

You will lead client meetings, review proposals, monitor portfolios, and work with product and operations teams to drive pipeline growth.

Qualifikationen

• Strong Business Relationship Management and Account Management skills with ability to build trust and maintain long-term client relationships.
• Proven Sales experience in private client or wealth management environment.
• Advanced Analytical Skills to assess client needs and support solution recommendations.
• Effective Project Management capabilities to coordinate multiple client engagements and cross-functional teams.
• Excellent communication and presentation skills to explain complex financial concepts clearly.
• Knowledge of financial products and services relevant to private clients; wealth management experience is advantageous.
• Bachelor’s degree in Finance, Business, Economics, or related field; CFP/CFA or similar certifications are an advantage.

Aufgaben

• Manage and expand relationships with private clients, understanding financial objectives and coordinating tailored solutions with partners.
• Conduct client meetings, prepare and review proposals, monitor portfolios, and ensure timely follow-up on inquiries.
• Collaborate with product and operations teams; track pipeline and performance metrics.
• Support strategic initiatives to grow the private client segment while maintaining high compliance standards.

Kenntnisse

Business relationship management

Account management

Sales experience

Analytical skills

Project management

Communication skills

Presentation skills

Cross-functional collaboration

Regulatory compliance

Ethical standards

Ausbildung

Bachelor’s degree in Finance/Business/Economics

CFP/CFA or similar certifications (advantage)

Jobbeschreibung

Company Description

Ascendant Globalcredit Group is a financial services introducer specializing in a broad range of financial solutions for private clients. The organization focuses on building direct, sincere, and long-term relationships, ensuring each client’s unique goals and challenges are thoroughly understood. This personalized approach allows the team to deliver tailored strategies that support clients’ financial journeys and long-term success. Potential team members join a client-centric environment that values integrity, trust, and high-quality advisory support.

Role Description

The Assistant Vice President – Private Client Solutions is a full-time, hybrid role based in Singapore, with the flexibility to work from home part of the time. This role is responsible for managing and expanding relationships with private clients, understanding their financial objectives, and coordinating tailored solutions with internal and external partners. Day-to-day activities include conducting client meetings, preparing and reviewing proposals, monitoring portfolios, and ensuring timely follow-up on client inquiries. The role also involves collaborating with product and operations teams, tracking pipeline and performance metrics, and supporting strategic initiatives to grow the private client segment. The AVP is expected to maintain high standards of compliance, documentation, and client service, while contributing to continuous improvement of processes and client experience.

Qualifications

• Strong Business Relationship Management and Account Management skills, with the ability to build trust and maintain long-term client relationships.
• Proven Sales experience, including identifying opportunities, developing proposals, and closing deals in a private client or wealth management environment.
• Advanced Analytical Skills to assess client needs, analyze financial information, and support suitable solution recommendations.
• Effective Project Management capabilities to coordinate multiple client engagements, manage timelines, and work with cross-functional teams.
• Excellent communication and presentation skills, with the ability to explain complex financial concepts clearly and professionally.
• Knowledge of financial products and services relevant to private clients; prior experience in wealth management, banking, or financial advisory is beneficial.
• Bachelor’s degree in Finance, Business, Economics, or a related field; relevant professional certifications (e.g., CFP, CFA, or similar) are an advantage.
• High level of integrity, attention to detail, and commitment to regulatory compliance and ethical standards.