Wealth Associate

ASCEND ADVISORY GRP PTE.; Singapore; On-site; SGD 40,000 - 70,000; Full time

Job summary

ASCEND ADVISORY GRP PTE. seeks a Wealth Associate / Financial & Estate Analyst Associate to support client services, sales and business development. The role covers investments, legal and estate planning, with training across corporate and individual clients.

The position involves learning investment strategies, portfolio review, and wealth-transfer planning while coordinating with tax, legal and financial professionals to optimize outcomes.

Responsibilities

• Receive training in client servicing for individuals and corporate clients (B2B & B2C).
• Set performance goals with upper management.
• Travel to different offices/locations.
• Observe experienced staff to learn procedures and standards.
• Participate in meetings and training seminars.
• Review clients' portfolios and provide financial solutions.
• Review and analyze corporate strategies.
• Prepare and present materials for individuals and corporates.
• Develop business strategies for individuals and corporates.
• Understand market/economic outlook for investments.
• Receive training on investment strategies and tools.
• Review investment trends and market ratios.
• Provide analysis on investment decisions.
• Interview clients to assess assets, family dynamics, taxes and goals.
• Develop customized estate plans (wills, trusts, life insurance trusts, charitable vehicles).
• Coordinate with tax/legal/financial professionals to optimize taxes.
• Recommend wealth-transfer strategies (gifting, trusts, generation-skipping).
• Advise on succession planning and buy-sell agreements.
• Maintain client records and confidentiality.

Job description

Wealth Associate / Financial & Estate Analyst Associate

Client Services / Sales & Business Development

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

• 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 to /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

Investment & Strategies

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

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 compliments