Wealth Manager: Client Solutions & Estate Planning

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

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.