Bequest Private Limited – Junior Estate Analyst

The Opportunity

Looking for a once-in-a-lifetime opportunity?

Bequest is looking for interns who are interested to increase their exposure to the world of estate planning and business succession. With Singapore fast becoming a magnet for high net worth individuals (HNWIs), the blossoming estate and wealth management industry is poised to become a driver of growth for the mid-to-high end financial advisory sector. To keep up with this surge in demand, we are looking for confident, ambitious and dynamic individuals to groom to serve our clientele.

The Junior Estate Analyst position requires both analytical and advisory skills. The ideal candidate should be good with financial and legal concepts, possess a keen business acumen and have excellent communication and relationship building skills. He or she should be comfortable speaking to business owners, C-suite officeholders and other affluent and accomplished individuals.

The program commences in October 2016. Participants will need to undergo certification and attend intensive training conducted by our in-house lawyers, medical specialists and estate analysts. After the training and certification phase, participants will need to be prepared to engage in hands-on activities: engaging with HNWIs and corporate decision makers, scrutinising financial portfolios and statements and delivering their findings in easy-to-understand reports and presentations. They will also be trained in solution creation and portfolio restructuring and enhancement.

What You Will Learn

• Legal mechanisms such as Wills, Trusts, the Lasting Power of Attorney and the Advanced Medical Directive used in creating Estate Distribution and Management systems
• Financial knowledge regarding net worth and balance sheet statements, creation of asset lists, corporate finance, business succession and personal legacy planning
• Interpersonal communication and business presentation skills
• Customer relationship and trust building
• Networking with affiliated professionals such as lawyers, medical specialists, accountants, corporate and private bankers and loans and credit brokers

Job Description

• 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 sectors to learn about various aspects of contract and business law, corporate finance, personal financial management, estate and trust law and structures and corporate insolvency

Requirements

• Singaporean citizen or Permanent Resident
• Must be at least 21 years of age
• 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 offences
• No adverse credit history and cannot be an undischarged bankrupt

Promising candidates will be shortlisted for a series of interviews. The interviews will take place in September/October. Check our website www.bequest.com.sg/internship for more information!