Total 15 job vacancies by Ace Ascentia Pte. Ltd.

At Ascentia Ace, we provide corporate solutions to businesses, such as incorporation, accounting, taxation and more. We utilise efficient cloud solutions like Xero and Talenox to increase productivity

Roles & Responsibilities

• Provide administrative support
• Faciliate client onboarding process
• Data entry, tracking and record-keeping
• Coordinate with strategic partners within the Group
• Ad-hoc projects

Requirements

• Proficient with Microsoft Office, especially Excel and Teams
• Good team player
• Able to work indepedently
• Meticulous

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.

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.

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.

Ascentia Consulting Executives is a well-established agency branch representing Manulife (Singapore) Pte. Ltd., with a team consists of award-winning Financial Representatives, such as 5 Million Dollar Round Table (MDRT) Qualifiers and 1 Court of the Table Qualifier (COT) in 2024.

Taking root in 2020, Ascentia Consulting Executives offers one-stop integrated financial services to both corporations and individuals.

Through our unique platform with multiple insurance providers, we are able to provide our clients with holistic financial planning solutions, ranging from Investment Planning, Retirement Planning, Keyman Insurance Planning, Employees Benefit Planning, Education Planning and Estate Planning.

If you are a fun-loving team player who is seeking for growth, we welcome you to join ACE Internship!

Internship Highlights:

• Learn & apply wealth management & risk management concepts
• Cultivate entrepreneurship spirit & sharpen entrepreneurial skills
• Gain experience in the financial services industry
• Craft & manage creative social media campaigns

Benefits:

• Attractive monthly allowance package
• Fully sponsored CMFAS exams
• 1-1 personalized training and mentorship with successful industry practitioners

Requirements:

• Singaporean or PR only
• At least 21 years old (regulatory requirement)
• Full certification in GCE 'A' Levels / Polytechnic Diploma/Degree holders (Local Certifications)
• No working experience required as trainings will be provided
• Undergrads are welcome

Job Description & Requirements:

• Cold calling to schedule appointments with provided list.
• Maintain an organized calendar and coordinate appointment logistics.
• Follow up with potential customers to confirm appointments
• Develop and maintain a sales pitch and address customer objections.
• Sharing basic product information and services, answer basic inquiries, and gather contact information.
• Maintain accurate call records and update customer databases.

Requirements:

• Excellent communication skills and the ability to work effectively in a team.
• Committed and Driven individuals

Working hours & Salary:

• At least 2 days a week, 10am to 5pm
• $12 per hour

Responsibilities:

Cold call potential clients or businesses to schedule appointments with provided list.

Maintain an organized calendar and coordinate appointment logistics.

Follow up with prospects to confirm appointments and address any questions or concerns.

Develop and maintain a sales pitch and address customer objections.

Introduce products or services, answer basic inquiries, and gather contact information.

Maintain accurate call records and update customer databases.

Requirements:

Excellent communication skills and the ability to work effectively in a team.

Committed and Driven individuals

Working place:

Telok Ayer

Ascentia Consulting Executives is a well-established agency branch representing Manulife Singapore Pte Ltd, with a headcount strong of 32 which consists of award-winning advisors, such as Million Dollar Round Table Qualifiers, Court of the Table Qualifier and Top Rookie qualifier.

Taking root in 2020, Ascentia Consulting Executives is one of a few in Singapore to offer one-stop integrated financial services to both business owners and individuals.

Through our unique platform with multiple insurance providers, our advisers are able to provide our clients with a holistic financial planning solution, ranging from Debt Planning, Investment Planning, Retirement Planning, Risk Management Planning, Education Planning, Estate Planning, Cash Flow Planning and Tax Planning.

If you are a fun-loving team player who is seeking for growth, we welcome you to join ACE Internship!

Internship Highlights:

• Learn & apply wealth management & risk management concepts
• Cultivate entrepreneurship spirit & sharpen entreprenurial skills
• Gain experience in the financial services industry
• Craft & manage creative social media campaigns

Benefits:

• Attractive monthly allowance package
• Fully sponsored CMFAS exams
• 1-1 personalized training and mentorship with successful industry practitioners

Requirements:

• Singaporean or PR only
• At least 21 years old (regulatory requirement),
• Full certification in GCE 'A' Levels/Polytechnic Diploma/Degree holders (Local Certifications)
• No working experience required
• Undergrads are welcome

Job Responsibilities:

Provide full spectrum of secretarial support

Scheduling of appointments with clients

Conduct market research and organizational activities on behalf

Assist in business oriented matters

Perform vendor negotiation activities for business needs

Schedule internal/external conference meetings and company events

Any other ad-hoc tasks assigned

Requirements:

Polytechnic Diploma/Degree in any field

Possess good verbal & written communication skills

Detail-oriented with good organizational skills

Ability to work independently

Familiar with Microsoft Word/Excel/PowerPoint

Working hours & Salary:

At least 3 days a week, 10am to 4pm

$11 to $13 per hour

Ascentia Consulting Executives is a well-established agency branch representing Manulife Singapore Pte Ltd, with a headcount strong of 32 which consists of award-winning advisors, such as Million Dollar Round Table Qualifiers, Court of the Table Qualifier and Top Rookie qualifier.

Taking root in 2020, Ascentia Consulting Executives is one of a few in Singapore to offer one-stop integrated financial services to both business owners and individuals.

Through our unique platform with multiple insurance providers, our advisers are able to provide our clients with a holistic financial planning solution, ranging from Debt Planning, Investment Planning, Retirement Planning, Risk Management Planning, Education Planning, Estate Planning, Cash Flow Planning and Tax Planning.

If you are a fun-loving team player who is seeking for growth, we welcome you to join ACE Internship!

Internship Highlights:

• Learn & apply wealth management & risk management concepts
• Cultivate entrepreneurship spirit & sharpen entreprenurial skills
• Gain experience in the financial services industry
• Craft & manage creative social media campaigns

Benefits:

• Attractive monthly allowance package
• Fully sponsored CMFAS exams
• 1-1 personalized training and mentorship with successful industry practitioners

Requirements:

• Singaporean or PR only
• At least 21 years old (regulatory requirement),
• Full certification in GCE 'A' Levels/Polytechnic Diploma/Degree holders (Local Certifications)
• No working experience required
• Undergrads are welcome

Responsibilities:

Cold call potential clients or businesses to schedule appointments with provided list.

Maintain an organized calendar and coordinate appointment logistics.

Follow up with prospects to confirm appointments and address any questions or concerns.

Develop and maintain a sales pitch and address customer objections.

Introduce products or services, answer basic inquiries, and gather contact information.

Maintain accurate call records and update customer databases.

Requirements:

Excellent communication skills and the ability to work effectively in a team.

Committed and Driven individuals

Working place:

Telok Ayer