Estate Practitioner

IPA Advisory| Date Posted: 16-May-2019
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Job Nature:
Permanent
Position Level:
Entry Level, Experienced
Qualification:
'A' Levels, Diploma, Bachelor's / Honours

Job Description

Job Snapshot

The Position

Estate Practioner is a certified licensed consultative and advisory professional, engaged in the practice of Estate planning for individual.

The Job

To seek out medium to high income individual, especially with business interest to promote the concepts and applications of Estate Planning as well as procure the underlying of MAS-approved capital investments.

The Product

Estate Planning is a series of customised financial-based personal money solutions especially structured to enable individuals to manage a wide range of exposures, which are not within the scope and capability of general insurance agents or typical personal financial planners and bankers.

Especially structured out of suited legal and financial tools, Estate Planning is about ensuring and disributing of client's assets according to their request in the event of their depart, at minimal cost and time. It will require a comprehensive review of client's assets portfolio to plan accordingly to client's will.

The Practice

A successful and holistic planning requires the following from Clients:

  • Balance Sheet
  • Cashflow Statement
  • Financial Ratio
  • Risk Management
  • Retire Planning
  • Tax Plannning
  • Investment Planning
  • Will questionaire

The Deal

Besides  the usual range of commissions and incentives, successful applicants will also be offered a Start-Up package with  basic salary between $2000 to $4000 depending on experiences.

Requirements

  • Tertiary education and above
  • No experience is required, professional training courses will be provided and accreditation by official organisation
  • Motivated and young individuals
  • Preferred Business, Finance, Banking and Accounting background

Training and Certification provided

  • Certification in Law (Estate Planning)
  • CHFC Certified 
Company Overview
IPA Advisory