BN Advisory is set up as a business consultancy firm.
We aim to deliver effective and efficient business proposals and solutions to clients through our panel and network of subject matter experts. Initially focusing on the areas of providing consultation to wealth management industries, we have now expanded our suite of services to providing holistic solutions to the SME owners of various industries as well as the discerning individuals on estate distribution. Some of these services are gleaned through our network of professionals.
BN forms a subsidiary under our holdings company. Together with the other subsidiaries, we aim to provide and deliver top notch and one stop service to the SME community and the discerning individuals
BN's primary business and focus is on the provision of services to our clients, which many are in the areas of wealth management industries, on manpower growth strategies and business acquisition strategies
Candidates/Undergrads who have an interest in pursuing Wealth Management/Private Banking roles upon graduation may apply for our Estate Planning Insights Program.
In estate planning for individuals, few tools are normally used:
1) Nomination
2) Wills
3) Trust
4) Lasting Power of Attorney
5) Advance Medical Directive
Candidates will go through a comprehensive training session by our subject matter experts consisting of Wealth managers and lawyers to understand each of the tool used in estate planning. During the training, candidates will also be trained on the different tools used in corporate succession and business planning.
Candidates will then be tasked to:
1) Interview clients who have expressed interests in Estate Planning, and to organize their portfolios using a template
2) Speak to the Lawyer on the instructions of the client for drafting of Wills/Trusts
3) Speak to the Lawyer on the instructions of business owners who have expressed interests in corporate succession planning
This program consists of a training period of about 3-4 weeks. After the training period, candidates will be put on a clientele facing role, of which candidates will assist in clientele management, business development and clients acquisition with our working partners.
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BN Advisory - Designation:
Estate Planning Insights Program - Profession:
Consulting - Industry:
Consultancy