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Wealth Management Associate

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  • Date Listed 04/01/2019
  • Job Type Full-Time
  • Company Website https://www.ascension-consultancy.com/
  • Company Name Ascension Consultancy

About Us:

Being one of the leading institution in the financial services industry, we strive to deliver the explicit needs of our clients. We adhere to the 'clients-first' philosophy in offering tailor-made solutions to build their portfolio, and to deliver professional advice that exceeds clients' expectations.

Our firm adopts a one-stop solution philosophy that specializes in three different areas:

(1) Wills & trusts for asset distribution

(2) Mortgage financing & refinancing

(3) Investment solution services

You may wish to find out more about us and our company culture at: www.ascension-consultancy.com.


Job Responsibilities of a Wealth Management Associate:

  • 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
  • Once you're on-board, you will obtain the 4 CMFAS certificates which will be required at financial-oriented companies. Training and examination fees will be covered on our side.

Who we are looking for:

  • Candidates with a recognized degree from a local or private university / local diploma holders
  • Great interpersonal skills, works well independently and as a team
  • Entry level candidates are encouraged to apply (fresh grads are welcome)
  • Initiative and self-driven
  • Due to the nature of the job requirements, English and Mandarin speakeris preferred
  • Only Singaporeansmay apply
  • Training will be provided

Job Type: Full-time

Salary: $2,500.00 to $4,000.00 /month

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