Wealth Strategist 

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  • Date Listed04/10/2019
  • Job TypeFull-Time
  • Company Websitehttps://www.ascension-consultancy.com/
  • Company NameAscension Consultancy

About Us:

As 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 Strategist

  • First hand exposure to investment vehicles
  • Communication with retail & institutional partners in respective market segments
  • Processing of ad-hoc requests from retail & institutional clients
  • Providing advise to relevant financial instruments
  • Sales role in expanding business development and new client acquisitions platforms

Who We're Looking For:

  • Degree from a recognized local or private university or Diploma from a local polytechnic
  • Due to the nature of the job requirements, English and Mandarinspeaker is preferred
  • Training will be provided

Job Type: Full-time

Salary: $3,000.00 to $3,500.00 /month

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