WEALTH MANAGER

ascend advisory grp pte.; Singapore; On-site; SGD 60,000 - 120,000; Full time

Job summary

ascend advisory grp pte. is seeking a Wealth Manager to support client services, sales and business development, investments, and legal and estate planning.

You will receive training and will work across client servicing for individuals and corporations, with a focus on portfolio review, strategy development and coordination with tax, legal and financial professionals to optimize wealth outcomes.

Qualifications

• Training provided in client services, sales, investments and estate planning.
• Experience with client servicing for individuals and corporations (B2B & B2C).
• Ability to review portfolios and develop financial solutions.

Responsibilities

• Receive training and perform duties revolving client services, sales and development, investments, legal and estate planning.
• Client Services / Sales / Business Development responsibilities including servicing individuals and corporates.
• Investment Operations: understand market trends, provide analysis on investment decisions.
• Legal & Estate Planning: conduct client interviews, develop customized estate plans and coordinate with professionals to optimize outcomes.

Job description

Position of WEALTH MANAGER

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