Total 7 job vacancies by Ace Ascentia Pte. Ltd.

Sales Associate

* Assist clients & customers warmly and assist them in finding products or services that meet individual financial requirements & needs.

* Actively engage with customers to identify opportunities for financial products or services that align with their goals.

* Educate customers on the features, benefits, and terms of financial products, ensuring they make informed decisions.

* Monitor and review clients' investment portfolios regularly, making adjustments as needed to align with changing financial goals and market conditions.

* Proactively reach out to clients to provide updates on their portfolios, market insights, and opportunities for optimization.

* Build and maintain strong relationships with clients through regular communication, trust, and reliability.

* Collaborate with team members to promote products and services and create a positive customer experience.

* Stay informed about industry trends, regulatory requirements, and changes in financial products and services.

* Uphold compliance standards and adhere to all applicable regulations governing financial sales and customer interactions.

Requirements

* Singaporean or PR only

* • At least 21 years old

* • Polytechnic Diploma/Degree holders (Local Certifications)

* • Proven experience in strategic consulting or similar roles.

* • In-depth knowledge of financial industry dynamics, markets, and regulations.

* • Strong interpersonal and communication skills.

* • Relevant industry certifications are advantageous. Strong understanding of financial products, investment strategies, and industry regulations.

* Excellent communication and interpersonal skills, with the ability to build and maintain client relationships.

Job Responsibilities:
* Develop customized investment strategies tailored to individual clients' needs and goals.
* Conduct thorough assessments of clients' investment objectives, risk tolerance, and time horizon.
* Stay informed about market trends, economic indicators, and investment opportunities.
* Provide personalized advice on asset allocation, portfolio construction, and investment selection.
* Build and maintain strong relationships with clients, ensuring clear and transparent communication.
* Collaborate with a team of professionals to implement tailored investment plans.
* Monitor clients' investment portfolios and provide ongoing guidance and support.

Requirements:

Singaporean or PR only
• At least 21 years old
• Polytechnic Diploma/Degree holders (Local Certifications)
• Proven experience in strategic consulting or similar roles.
• In-depth knowledge of financial industry dynamics, markets, and regulations.
• Strong interpersonal and communication skills.
• Relevant industry certifications are advantageous.

Personal Portfolio Strategist

Job Responsibilities:

* Develop tailored portfolio strategies aligned with individual clients' investment objectives and risk profiles.

* Conduct thorough analyses of clients' financial circumstances, investment preferences, and time horizons.

* Stay abreast of market trends, economic indicators, and investment opportunities.

* Provide personalised advice on asset allocation, diversification, and investment selection.

* Cultivate and maintain strong client relationships, ensuring clear communication and trust.

* Collaborate with a team of professionals to implement and monitor portfolio strategies.

* Proactively review and adjust portfolios to optimize performance and align with clients' evolving financial needs.

Requirements:

Singaporean or PR only

• At least 21 years old

• Polytechnic Diploma/Degree holders (Local Certifications)

• Proven experience in strategic consulting or similar roles.

• In-depth knowledge of financial industry dynamics, markets, and regulations.

• Strong interpersonal and communication skills.

• Relevant industry certifications are advantageous. Commitment to integrity, professionalism, and confidentiality in client interactions.

Client Associate Consultant

Job Responsibilities:

* Provide comprehensive support to clients in their financial planning and investment management needs.

* Serve as the primary point of contact for clients, addressing inquiries, resolving issues, and facilitating communication.

* Collaborate with senior consultants to analyze clients' financial situations and develop personalized strategies to achieve their client’s goals.

* Assist in conducting portfolio reviews, investment analyses, and risk assessments for clients.

* Prepare financial reports, investment proposals, and presentations for client meetings.

* Monitor market trends, economic indicators, and investment opportunities to provide timely insights to clients.

* Maintain accurate records of client interactions, transactions, and portfolio updates.

Requirements:

* Singaporean or PR only

* • At least 21 years old

* • GCE 'A' Levels / Polytechnic Diploma/Degree holders (Local Certifications)

* • Proven experience in strategic consulting or similar roles.

* • In-depth knowledge of financial industry dynamics, markets, and regulations.

* • Strong interpersonal and communication skills.

* • Relevant industry certifications are advantageous. Strong understanding of financial products, investment strategies, and industry regulations.

* Excellent communication and interpersonal skills, with the ability to build and maintain client relationships.

* Proficiency in financial analysis, including portfolio management and risk assessment.

Personal Strategy Consultant

Job Description:

Step into the role of a Personal Strategy Consultant, where your expertise will contribute to clients’ financial objectives.

Key Responsibilities:

• Conducting detailed assessments to understand clients’ needs

• Developing and implementing personalized strategic plans aligned with client objectives.

• Providing advice on diverse solutions and emerging trends.

• Building client relationships through effective communication.

• Staying attuned to financial industry dynamics, regulations, and emerging opportunities.

Requirements:

• Singaporean or PR only

• At least 21 years old (regulatory requirement)

• Full certification in GCE 'A' Levels / Polytechnic Diploma/Degree holders (Local Certifications)

• Proven experience in strategic consulting or similar roles.

• In-depth knowledge of financial industry dynamics, markets, and regulations.

• Strong interpersonal and communication skills.

• Relevant industry certifications are advantageous.

Job Scope:

As a Personal Strategy Consultant, you’ll play a pivotal role in guiding individuals toward financial objectives. Your responsibilities include developing strategic plans, staying updated on industry dynamics, and building lasting client relationships.

Bespoke Solutions Specialist

Job Responsibilities:

• Design customized strategies for unique financial goals.

• Conduct individualized consultations to understand specific objectives.

• Monitor industry trends for strategic guidance.

• Provide advice on risk management and financial optimization.

• Cultivate relationships through clear and confidential communication.

• Collaborate with teams to create tailored financial solutions.

• Implement, oversee personalized plans and adapt strategies based on client’s needs.

Requirements:

• Singaporean or PR only

• At least 21 years old

• Full certification in GCE 'A' Levels / Polytechnic Diploma/Degree holders (Local Certifications)

• No working experience required

• Undergrads are welcome

• Proven success in strategic consulting or analogous roles.

• Strong analytical skills and attention to detail.

• Excellent interpersonal and communication skills with a commitment to confidentiality.

• In-depth knowledge of market dynamics.

• Adaptability to changing scenarios.

• High integrity and ethical standards.

Job Description:

Join us as a Solution Strategist, where your strategic thinking will guide clients towards effective financial solutions.

Key Responsibilities:

• Conducting comprehensive analyses to understand clients’ objectives.

• Developing and implementing strategic plans to be aligned with client’s goals.

• Providing expert advice on varied solutions and emerging trends.

• Cultivating and maintaining strong client connections through effective communication.

• Staying attuned to financial markets, news and emerging opportunities.

Requirements:

• Singaporean or PR only

• At least 21 years old (regulatory requirement)

• Full certification in GCE 'A' Levels / Polytechnic Diploma/Degree holders (Local Certifications)

• Demonstrated proficiency in strategic roles or similar positions.

• In-depth knowledge of industry dynamics, markets, and regulations.

• Exceptional interpersonal and communication skills.

• Relevant industry certifications are advantageous.

Job Scope:

• As a Solution Strategist, you’ll play a crucial role in shaping individuals’ success. Your responsibilities include crafting effective strategies, staying informed on industry dynamics, and building lasting client relationships.

• Commence your journey toward a fulfilling career by applying now and becoming an integral part of our dedicated team. Your impact on shaping effective solutions starts here.