Wealth Associate: Client Solutions & Estate Planning

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

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.