Ascend Advisory Grp Pte · Finance & Accounting · Suntec Tower 2 · $3000–$4000/month
Position of Financial & Estate Analyst Associate 1. Client Services / Sales & Business Development 2. Investment & Strategies 3. Legal & Estate Planning 1. Receives training and performs duties revolving client services, sales and development, investments, legal and estate planning 2. Client Services / Sales / Business Development a. Receive training and exposure in client servicing role – individual & corporations (B2B & B2C) b. Set performance goals and objectives with upper management c. Travel to different offices/locations d. Observe experienced workers to acquire knowledge of procedures, and standards required for relevant duties e. Participate in meetings, seminars, and other learning opportunities f. Review individual’s financial portfolio and provide financial solutions g. Review and analyze corporate strategies h. Manage presentations on individual basis, and corporate basis i. Business development strategies for both individual & corporate 3. Investment Operations a. Understand the investment market/economic outlook b. Receive training on the various investment strategies and tools c. Review investment trends, and market ratios d. Provide analysis on investment decisions 4. Legal & Estate Planning a. Conduct c