Wealth Strategy & Estate Planner
ASCEND ADVISORY GRP PTE.
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Job summary
Ascend Advisory Group Pte. Ltd. is seeking a Wealth Manager to join our team in Singapore.
The role involves client services, sales and business development, investments, and estate planning, with training provided to build expertise across product lines and regulatory requirements. You will review portfolios, develop financial strategies, and coordinate with tax and legal professionals. Travel to different offices, participate in meetings, and help clients achieve their wealth goals through
Qualifications
- Experience in wealth management or financial services preferred.
- Ability to develop client-focused financial solutions.
- Strong communication and presentation skills.
Responsibilities
- Provide client services and sales support to individuals and corporates.
- Review portfolios and offer tailored financial solutions.
- Develop and implement wealth-transfer strategies and estate plans.
- Coordinate with tax, legal, and financial professionals.
- Travel to different offices for meetings and client visits.
- Present at meetings and seminars to support business development.
- Analyze corporate strategies and manage presentations.
- Support business development strategies for individuals and corporate clients.
Skills
Job description
Ascend Advisory Group Pte. Ltd. is seeking a Wealth Manager to join our team in Singapore.
The role involves client services, sales and business development, investments, and estate planning, with training provided to build expertise across product lines and regulatory requirements. You will review portfolios, develop financial strategies, and coordinate with tax and legal professionals. Travel to different offices, participate in meetings, and help clients achieve their wealth goals through
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