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Qualifications to do estate planning for High Net Worth Individuals PDF Print E-mail
Written by Wilfred Ling   
Monday, 28 June 2010

I saw a job posting from a well known financial institution looking for a Estate Planning Specialist. The responsibilities of this Estate Planning Specialist are:

  • Work with Lawyers and/or Trust Companies to do Wills & Estate Planning for High Net Worth individuals.
  • Assist High Net Worth individuals in their Estate Planning to ensure that their legacy passes on is in surplus, is liquid and easy to distribute.
  • Able to understand and use the company’s range of financial products as solutions to achieve the above for High Net Worth individuals.
  • Provide excellent customer services and cultivate long term client relationship through effective relationship management

The responsibilities are typical of estate planners but the focus on high networth individuals. So, what is the minimum qualification and experience required?

Minimum qualification: “O” levels, “1 year” and also “Fresh Graduate will be considered.”

I almost fainted when I saw the requirements. Nothing is mentioned about the need to have a CFP or ChFC or any other specialised qualification. Who says you need a degree to find a job? There are plenty of jobs for “O” levels students in the financial industry serving the high end market. I did a screen capture of the job advert for your entertainment:

Image

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Anonymous   |220.255.7.165 |2010-07-04 23:28:03
Most available so-called "financial" positions are actually salesman / saleswoman jobs -- no actually more like hookers. O-levels is just to satisfy the minimum requirements of the FAA.

The only real requirement for such jobs is ability to "hook" rich people and get them to give you & the company big sums of money. "Skills" to assist in such hooking are ability to look attractive, dress well, sociable, carry conversation with well-heeled, gift of the gab, glib tongue, establish emotional rapport and relationship with rich people.

If you have the above qualities, you can also do very well as high-end social escort.

Note that the job advert has "terms & conditions". Basically if you hit the sales targets, you get generous bonuses and free overseas trips. If you don't meet sales targets, then you're on the street within 3 months.
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