Bequest Pte Ltd – Junior Estate Analyst

Company
Bequest Pte Ltd
bequest.com.sg
Designation
Junior Estate Analyst
Date Listed
11 Sep 2016
Job Type
Entry Level / Junior Executive
Full/PermIntern/TS
Job Period
Immediate Start - Flexible End
Profession
Accounting / Auditing / Taxation, General Management, Legal
Industry
Finance, Legal
Location Name
269A New Bridge Road S088747
Allowance / Remuneration
$500 - 1,500 monthly
Company Profile

Bequest was established to provide accessible and affordable Wealth and Estate Planning solutions such as Will writing, Lasting Power of Attorney (LPA) and Advanced Medical Directives (AMD) in Singapore. Bequest prides itself on providing service that is professional, yet accessible and affordable to the everyday person in Singapore. Helmed by professionals with backgrounds in the legal and finance sector and working closely with professionals in the medical sector, Bequest is ideally positioned to provide attractively-priced wealth and estate planning services to people from all walks of life.

We believe that Estate Planning is for everyone – estate planning allows you to make sure that your loved ones are provided for and to enable the distribution of your estate to be as smooth and painless as possible for your loved ones in their time of grief. Effective estate planning also ensures that you have peace of mind so that you can travel and enjoy life knowing that your affairs are in order even if something unforeseen should happen to you.

Bequest aims to be a leading Wealth and Estate Planning specialist in Singapore by:

  1. Simplifying the Will writing process and providing insights and solutions to assist our clients in disposing of their estate in a manner they want;
  2. Crafting a Will of the highest quality and professional standards to meet our clients’ exact needs and desires instead of fitting clients into a pre-determined template;
  3. Crafting a Will that is both clear and concise to ensure a lasting legacy for the benefit of our client’s beneficiaries and loved ones;
  4. Maintaining a transparent and affordable pricing structure for our services;
  5. Explaining the purpose of a Lasting Power of Attorney (LPA) and how it can benefit our clients;
  6. Arranging for the execution of the Lasting Power of Attorney (LPA) for our clients;
  7. Arranging for the execution of the Advance Medical Directive (AMD) for our clients;
  8. Advising on corporate matters such as Business Succession Planning and preparing the relevant documentation to ensure the business is taken care of in the event of death; and
  9. Providing relevant Wealth and Estate Planning solutions to ensure that our clients and their loved ones are protected and provided for from cradle to grave, in sickness or in health.
Job Description

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 Sep/Oct 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.

Promising candidates will be shortlisted for a series of interviews. The interviews will take place in July and August.

Check our website www.bequest.com.sg/internship for more information!


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


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

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