Ascension Consultancy – Wealth Management Associate

Company
Ascension Consultancy
ascension-consultancy.net
Designation
Wealth Management Associate
Date Listed
25 Jun 2018
Job Type
Entry Level / Junior Executive
Full/Perm
Job Period
Flexible Start, Permanent
Profession
Accounting / Auditing / Taxation
Industry
Finance
Location Name
Tanjong Pagar
Allowance / Remuneration
$2,000 - 3,000 monthly
Company Profile

Being one of the leading institutions in the financial services industry, we strive to deliver the explicit needs of our customers by providing top-notch sales training academy.


We adhere to the 'customer-first' philosophy in offering tailor-made solutions to build their portfolio and deliver professional advice that exceeds customers' expectations.


Our firm adopts one-stop solution philosophy that specializes in three different areas:
(1) Wills & trusts for asset distribution
(2) Mortgage financing & refinancing
(3) Investment solution services


We aim to generate deeper insights of the ever-changing and dynamic nature of the finance industry for existing and potential clients to keep abreast of the market trends and latest development. In line with this, we identify the best practices and develop skills through designing customized sales training - Rising Star Academy - to provide first-class sales training for individuals in learning the ropes and close deals‎.

Job Description



  • Managing portfolio management for clients ranging from affluent to high net worth profile
  • Required to attend seminars & workshops hosted by Fund Managers from renowned asset management organizations
  • Client engagement in exhibitions & trade shows to expand network to increase the productivity
  • Sales role in expanding business development and new client acquisitions platforms

Who we are looking for:


  • Degree Holders
  • Strong and effective communication skills will be preferred
  • Entry level candidates are encouraged to apply (fresh grads are welcome)
  • Initiative and self-driven
This position is already closed and no longer available.  You may like to view the other latest internships here.

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