Estate Analyst Intern

  • Job Ref.No: 01177670
  • Budget:
  • Timeline: to be confirmed later
  • Closing on: 18/02/2022
  • Country: Singapore

Part time Job Description

The Company
Bequest was established with the key objective of providing accessible and affordable estate advisory services in Singapore. We realised there was a gap in the market for integrated end-life scenario solutions 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 first platform of its kind that combines:
An estate advisory consultancy;
A full-service law firm;
A full-service accountancy firm; and
A financial advisory services provider.
Being able to tap on expertise ranging from legal, estate to finance means that Bequest can provide bespoke solutions to our clients that no one else in the industry can.

The Opportunity
Bequest is growing its advisory team to assist in consulting with mass market affluent and high net worth individuals regarding their wealth management, optimisation and distribution needs.
To penetrate this challenging market, we are looking for dynamic and driven individuals who possess the 3Cs - charisma, confidence and charm - to engage with our clients to analyse their financial situation, objectives and existing distribution and management infrastructure with the view to identifying structural weaknesses and pressure points. As an Estate Analyst with Bequest, you will have the opportunity to develop your network and get to know the high net worth (HNW) and mass market affluent (MMA) individuals, while building up communication skills, business development acumen and learning to identify opportunities to add value.

The Bequest Summer Internship commences in May and runs till early August for a total of 10 weeks.

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, 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.

Promising candidates will be shortlisted for a series of interviews. 

What You Will Learn
Estate Planning for HNWIs - risk management and wealth distribution / management in end-life scenario planning; learning how to build legal and financial infrastructures to support the intent of the individual vis-a-vis his or her dependents
Business Succession and Risk Management Planning - learning to identify the risks inherent in any business model, including ownership transition, loss of essential staff, reputation and enterprise risk
Employee Retention, Benefits and Incentive (ERBI) Structures - how business can incentivise their staff more efficiently, while improving retention, performance and culture
Presentation and Communication skills
Networking

Job Description
As a Bequest Estate Analyst Intern, you will:

Engage with mass market affluent (MMA) and high net worth (HNW) individuals on matters relating to management or distribution of their assets in end-life scenarios
Perform financial analysis and identify key pressure points and catastrophic failure events
Propose cutting edge and sophisticated solutions melding finance and law to create value propositions to optimise the management and distribution of their assets in an end-life scenario
Job Requirement
  • Singapore Citizen or Permanent Resident
  • Must be at least 21 years of age
  • For males: Must have completed NSF liability
  • Must have achieved either:
  • GCE ‘A’ level passes in at least three ‘H2’ and two ‘H1’ subjects;
  • A diploma from a public polytechnic in Singapore; or
  • 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

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This job ad was updated on 10/01/2022 at https://www.freelancezone.com.sg/part-time-job/1023310150301177670/estate-analyst-intern.html. FreelanceZone.com.sg does not charge any fee or take any commission for finding and applying jobs.
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