Wealth & Estate Strategy Associate

Wealth Associate / 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

1. 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 to /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 bas...