Company Description
Ascend Ace Group is a professional agency representing Manulife (Singapore) Pte Ltd, with over a decade of expertise in financial advisory. We specialize in providing holistic financial planning and tailored solutions to address the unique needs of every individual. Our partnerships with various insurers and banks allow us to deliver comprehensive solutions without being limited to a single provider.
Role Description
This is a role based in Singapore. You will be responsible for providing clients with financial solutions tailored to their personal needs. Day-to-day tasks will include client consultations, financial product analysis, portfolio management, and assisting clients in achieving their financial goals. Building and maintaining long-term relationships with clients will be a critical part of this role.
Qualifications
- Excellent Communication skills
- Ability to build strong client relationships and trust
- Relevant certifications in financial advisory or planning are advantageous
- Proactive, detail-oriented, and goal-driven mindset
- Proficiency in understanding and analyzing financial products
- Diploma
