Financial & Estate Analyst Associate

Ascend Advisory Grp Pte; Singapore; On-site; SGD 60,000 - 90,000; Full time

Job summary

Ascend Advisory Grp Pte in Singapore is seeking a Financial & Estate Analyst Associate to support client services, sales, and business development, while gaining exposure to investments, legal, and estate planning.

You will review portfolios, analyze market trends, and help develop wealth-transfer strategies, working with tax, legal and financial professionals to tailor solutions for individuals and corporate clients.

Qualifications

• Training provided across client services, sales and development.
• Exposure to investment strategies and market analysis.
• Experience in coordinating with tax, legal and financial professionals.

Responsibilities

• Assist in client interviews and assess assets, family dynamics and goals.
• Develop customized estate plans including wills and trusts.
• Coordinate with tax, legal and financial professionals to optimize outcomes.
• Review investment trends and provide analysis to support decisions.
• Prepare and present wealth transfer and succession strategies.

Skills

Client services

Sales

Business development

Investment analysis

Estate planning

Job description

Position of Financial & Estate Analyst Associate

1. Client Services / Sales & Business Development

2. Investment & Strategies

3. Legal & Estate Planning

1. Receives training and performs duties revolving client services, sales and development, investments, legal and estate planning

2. Client Services / Sales / Business Development

• a. Receive training and exposure in client servicing role – individual & corporations (B2B & B2C)
• b. Set performance goals and objectives with upper management
• c. Travel to different offices/locations
• d. Observe experienced workers to acquire knowledge of procedures, and standards required for relevant duties
• e. Participate in meetings, seminars, and other learning opportunities
• f. Review individual’s financial portfolio and provide financial solutions
• g. Review and analyze corporate strategies
• h. Manage presentations on individual basis, and corporate basis
• i. Business development strategies for both individual & corporate

3. Investment Operations

• a. Understand the investment market/economic outlook
• b. Receive training on the various investment strategies and tools
• c. Review investment trends, and market ratios
• d. Provide analysis on investment decisions

4. Legal & Estate Planning

• a. Conduct client interviews to assess assets, family dynamics, tax situation and goals
• b. Develop customized estate plans (wills, revocable/irrevocable trusts, life insurance trusts, charitable vehicles)
• c. Coordinate with tax, legal and financial professionals to optimize estate, gift and inheritance tax outcomes
• d. Recommend and implement wealth-transfer strategies (lifetime gifting, trust funding, marital trusts, generation-skipping)
• e. Advise on succession planning for business owners, including buy-sell agreements and family governance
• f. Maintain accurate client records and ensure confidentiality and regulatory compliance