AVP, Private Client Solutions - Hybrid (Singapore)

Ascendant Globalcredit Group

Singapore

Hybrid

SGD 180,000 - 320,000

Full time

25 hours ago
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Job summary

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.

Qualifications

  • 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.

Responsibilities

  • 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.

Skills

Business relationship management
Account management
Sales experience
Analytical skills
Project management
Communication skills
Presentation skills
Cross-functional collaboration
Regulatory compliance
Ethical standards

Education

Bachelor’s degree in Finance/Business/Economics
CFP/CFA or similar certifications (advantage)

Job description

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.

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