Financial & Estate Analyst Associate
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1. Client Services / Sales & Business Development
2. Investment & Strategies
3. Legal & Estate Planning
- Receives training and performs duties revolving client services, sales and development, investments, legal and estate planning
1. Client Services / Sales / Business Development
- a. Receive training and exposure in client servicing role – individual & corporations (B2B & B2C)
- b. Set performance goals and objectives with upper management
- c. Travel to different offices to /locations
- d. Observe experienced workers to acquire knowledge of procedures, and standards required for relevant duties
- e. Participate in meetings, seminars, and other learning opportunities
- f. Review individual’s financial portfolio and provide financial solutions
- g. Review and analyze corporate strategies
- h. Manage presentations on individual basis, and corporate basis
- i. Business development strategies for both individual & corporate
1. Investment Operations
- a. Understand the investment market/economic outlook
- b. Receive training on the various investment strategies and tools
- c. Review investment trends, and market ratios
- d. Provide analysis on investment decisions
3. Legal & Estate Planning
- a. Conduct client interviews to assess assets, family dynamics, tax situation and goals
- b. Develop customized estate plans (wills, revocable/irrevocable trusts, life insurance trusts, charitable vehicles)
- c. Coordinate with tax, legal and financial professionals to optimize estate, gift and inheritance tax outcomes
- d. Recommend and implement wealth-transfer strategies (lifetime gifting, trust funding, marital trusts, generation-skipping)
- e. Advise on succession planning for business owners, including buy-sell agreements and family governance
- f. Maintain accurate client records and ensure confidentiality and regulatory compliments