Bequest was established with the key objective of providing accessible and affordable services of Wealth and Estate Planning in Singapore, such as execution of Wills and Lasting Power of Attorney (LPA). We realised there was a gap in the market for integrated Will writing and Wealth planning services that bridge the gap between the financial and legal sectors that are professional, yet accessible and affordable to the everyday person in Singapore.
Helmed by professionals with backgrounds in the legal and finance industries, Bequest is ideally positioned to provide attractively-priced Wealth and Estate Planning services to people from all walks of life
JOB DESCRIPTION
Bequest is looking for interns who can perform the role of Junior Estate Analyst. Briefly, this role entails both advisory and analytical functions when examining and understanding the personal estates of our clients and producing reports and solutions to create robust estate plans to be implemented in their wills.
The program is very hands-on: Interns will be expected to sit in at meetings with clients, and after the initial training and certification phase, handle such meetings on their own. They will also be expected to assist in business acquisition activities and event and seminar coordination duties. Expectations are described in greater detail as follows:
- Sit in at client meetings with the Bequest legal-estate planning team to learn basic business communication skills
- Obtain clients’ asset lists to produce estate analysis reports and net worth statements
- Canvass for estate planning seminars with MNCs and government agencies
- Network with SME owners to coordinate business succession planning workshops
- Deal with incoming client enquiries through email and other enquiry channels
- Participate in “live” customer acquisition activities
- Perform customer relationship management (CRM) duties for Bequest clients
- Prepare financial reviews and reports for upcoming client review sessions
- Attend proprietary workshops by internal trainers from the legal and finance sector to learn about various aspects of contract and business law, corporate finance, personal financial management estate and trust law and structures and corporate insolvency
QUALIFICATIONS
- Singaporean citizen
- Must be at least 21 years of age due to business nature of the internship
- For males: Must have completed NSF liability
- Must have passed GCE ‘A’ levels in at least three ‘H2’ and two ‘H1’ subjects or been awarded a diploma by a polytechnic in Singapore or hold an International Baccalaureate Diploma qualification
- Must have no prior or pending convictions in Singapore or in any other jurisdiction for any criminal offence
- No adverse credit history and cannot be an undischarged bankrupt
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