Ascend Advisory Grp Pte · Finance & Accounting · Suntec Tower 2 · $3000–$4000/month
Position of Management 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. Office/site visits d. Observe experienced workers to acquire knowledge of procedures, and standards required for relevant duties e. Attend meetings and training sessions 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 outloo