BN Business Consultancy – Wealth Management (with Mortgage) Insights Program

Company
BN Business Consultancy
bnadvisory.com.sg
Designation
Wealth Management (with Mortgage) Insights Program
Date Listed
09 Sep 2021
Job Type
Entry Level / Junior Executive
Free/ProjPart/TempIntern/TS
Job Period
Flexible Start, For At Least 1 Month
Profession
Consulting
Industry
Consultancy
Location Name
Singapore
Work from Home
Allowance / Remuneration
$800 - 1,500 monthly
Company Profile

BN Business Consultancy (BN) 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 business consultation to our clients in the 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 and business expansion and marketing. Some of these services are gleaned through our network of professionals or as empaneled referrers to other entities. 

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 our clients

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 

BN is a business consultancy firm. For avoidance of doubt, we are not able and neither are we licensed to provide any legal/financial/investment advices. During this insights program, some of the trainings are conducted by our external preferred partners who are subject matter experts in their respective fields.

BN has also recently successfully empaneled herself as a independent referrer to two banking corporation. With this empanelment, we are able to refer both commercial and personal mortgage cases , adding to our suite of business consultancy services

Job Description

We are launching our Wealth Management (With mortgage) insights program. Individuals with interest in the areas of Wealth management/Investment/Legal and estate planning matters/ Finance/Economics may apply for this insights program.

Our company has empaneled itself successfully as an independent mortgage referrer to 2 banking institutions. We are contractually able to refer cases of mortgage applications directly to the banks as an independent contractor. Additionally, we also work with other subject matter experts for this wealth management insights program

We have flexible opening periods for this insights program and interested parties may apply first and commence at a later stage upon successful shortlist. This program is also suitable for those who wish to partake on a long term flexible basis while coping with their school curriculum

Helmed by different subject matter experts in different areas of wealth management (including fund managers, mortgage specialists, high net worth advisers, wealth managers, investment lawyers), we aim to bring forth a series of training topics to selected individuals and explore the possibilities of a further engagement with them, either internally within our company or with our training partners.

This is an insights program. Candidates will attend training session with different subject matter experts and obtain insights to their industries and scope of work in the investment/wealth management arena (Legal/Funds Management/Wealth Management/Investment/Business and Entrepreneurship)

Topics introduced during the insights program may include:

1.) Overview of the wealth management and fund management industry (From practicing investment fund manager)

2.) Alternative investments and hedging techniques including arbitrage

3.) Investment strategies including financial modelling and quantitative analysis

4.) Practical case study on an alternative investment hedge fund

5.) More case studies, funds due diligence, research and assignments to participants.

6.) Follow up on assignments submitted by participants

7.) Wealth protection and preservation tools, risk hedging products and instruments including legacy and business corporate planning and insurance

8.) Private equities investments, IPO and M&A (From Investment Lawyer)

9.) Wills/Trusts/Lasting Power of Attorney/Advance medical directives

10.) Wealth accumulation and private banking topics

11.) Business contracts/negotiations/B2b Business/Employee benefits (HR) and Corporate Solutions/Corporate Finance

12.) Mortgage advisory (Candidates will be contracted as mortgage specialists to gain experience in this area upon successful completion of the traineeship program)

Interested parties may send in their applications now.

This position is already closed and no longer available.  You may like to view the other latest internships here.

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