Financial Estate Analyst Associate
Job Summary
The Financial & Estate Analyst Associate will receive comprehensive training in client services, business development, and investment strategies. The role involves analyzing financial portfolios, developing customized estate plans, and managing business development for both individuals and corporations. You will work closely with financial professionals to provide strategic solutions and wealth-transfer advice.
Responsibilities
- Manage client portfolios and provide financial solutions
- Analyze investment trends and corporate strategies
- Develop customized estate and succession plans
- Conduct business development for B2B and B2C clients
Required Skills
- Financial analysis
- Estate planning knowledge
- Business development
- Presentation and communication skills
- Regulatory compliance
Job Details
Responsibilities:
1. Client Services / Sales / Business Development
- Receive training and exposure in client servicing role – individual & corporations (B2B & B2C).
- Set performance goals and objectives with upper management.
- Travel to different offices/locations.
- Observe experienced workers to acquire knowledge of procedures, and standards required for relevant duties.
- Participate in meetings, seminars, and other learning opportunities.
- Review individual’s financial portfolio and provide financial solutions.
- Review and analyze corporate strategies.
- Manage presentations on individual basis, and corporate basis.
- Develop business development strategies for both individual & corporate clients.
2. Investment Operations
- Understand the investment market/economic outlook.
- Receive training on the various investment strategies and tools.
- Review investment trends, and market ratios.
- Provide analysis on investment decisions.
3. Legal & Estate Planning
- Conduct client interviews to assess assets, family dynamics, tax situation and goals.
- Develop customized estate plans (wills, revocable/irrevocable trusts, life insurance trusts, charitable vehicles).
- Coordinate with tax, legal and financial professionals to optimize estate, gift and inheritance tax outcomes.
- Recommend and implement wealth-transfer strategies (lifetime gifting, trust funding, marital trusts, generation-skipping).
- Advise on succession planning for business owners, including buy-sell agreements and family governance.
- Maintain accurate client records and ensure confidentiality and regulatory compliance.