Assistant Vice President of Private Client Solutions

Job Description & Requirements

Reports To: CEO

Overview

Ascendant Globalcredit Group is seeking a dynamic and experienced Assistant Vice President of Private Client Solutions to join our private client services division. This role will focus on introducing relevant services catered to high-net-worth individuals, ensuring a superior client experience while driving business growth.

• Client Relationship Management: Cultivate and maintain strong relationships with high-net-worth clients, understanding their financial needs and objectives to introduce financial solutions.
• Facilitate introductions of panel product providers to respective clients.
• Development and deepened relationship with clients provided and actively look out and acquire new clients for the business.
• Have a good understanding on what high-net-worth individuals are looking out for and provide the relevant solutions by referring them to the correct product providers to cater to their needs.
• Strengthen the relationship by working closely with product providers to cater to the needs of the high-net-worth individuals.
• Keep abreast of strong understanding and knowledge of the business and also be updated with the current market updates.

• Education: Bachelor’s degree/Diploma in Finance, Business Administration, or a related field preferred
• Experience: Minimum of 3 years of experience in wealth management, private banking, or financial services. (Fresh graduates are welcome to apply)
• Skills:
• Proven track record of managing high-net-worth client relationships.
• Strong analytical and strategic thinking abilities.
• Excellent communication and interpersonal skills.
• Certifications: Relevant professional certifications (e.g., CFP, CFA) are preferred.

• Competitive salary structure including commission structures
• A collaborative and innovative work environment.

Application Process

Interested candidates should submit a resume and cover letter outlining their qualifications and experience to services@ascendantglobalcreditgroup.com

Ascendant Globalcredit Group is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.