Wealth & Estate Strategy Associate

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

Job summary

ASCEND ADVISORY GRP PTE. is seeking a Financial & Estate Analyst Associate to train in client servicing, sales & business development, investments, and estate planning.

You will engage with individuals and corporations, set performance goals with management, and travel to multiple offices to learn procedures and standards. You will review portfolios, analyze corporate strategies, and develop wealth-transfer plans, while coordinating with tax and legal professionals to optimize outcomes.

Responsibilities

• Receive training and exposure in client servicing role – individual & corporations (B2B & B2C)
• Set performance goals and objectives with upper management
• Travel to different offices / locations
• Observe experienced workers to acquire knowledge of procedures and standards
• Participate in meetings, seminars, and other learning opportunities
• Review individual’s financial portfolio and provide financial solutions
• Review and analyze corporate strategies
• Manage presentations on individual basis, and corporate basis
• Business development strategies for both individual & corporate
• Understand the investment market/economic outlook
• Receive training on the various investment strategies and tools
• Review investment trends, and market ratios
• Provide analysis on investment decisions
• Conduct client interviews to assess assets, family dynamics, tax situation and goals
• Develop customized estate plans (wills, revocable/irrevocable trusts, life insurance trusts, charitable vehicles)
• Coordinate with tax, legal and financial professionals to optimize estate, gift and inheritance tax outcomes
• Recommend and implement wealth-transfer strategies (lifetime gifting, trust funding, marital trusts, generation-skipping)
• Advise on succession planning for business owners, including buy-sell agreements and family governance
• Maintain accurate client records and ensure confidentiality and regulatory compliments

Job description

ASCEND ADVISORY GRP PTE. is seeking a Financial & Estate Analyst Associate to train in client servicing, sales & business development, investments, and estate planning.

You will engage with individuals and corporations, set performance goals with management, and travel to multiple offices to learn procedures and standards. You will review portfolios, analyze corporate strategies, and develop wealth-transfer plans, while coordinating with tax and legal professionals to optimize outcomes.