Advisor Estate Planning Estate Planning Estate Planning

Year Mumbai, Maharashtra, India

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:Job Role - * Understanding Estate Planning through Wills and Trusts.

Ability to meet and discuss the Estate Planning concept with clients.
Ability to liaise and have detailed discussions on trusts with clients and their family/advisors.
Ability to work on multiple matters at the same time and should be able to engage and respond to clients in a timely and accurate manner.
The Candidate should be aware of the basic concepts of estate planning including succession laws, trust laws, tax laws, general corporate law and preferably should have handled transactions on trust structuring and trust administration.
Ideally a Chartered Accountant or a Lawyer or a MBA who has been in a Client facing role or worked in the field of estate planning atleast for a period of 1/2 years and is aware of Trust and succession laws.
Understanding US and multi jurisdictional tax and structuring issues and having the knowledge of real estate laws will be added advantage.

Job Requirement -

Strong communication and interpersonal skills
Diligence and attention to detail
Ability to prioritise and get the job done
Excellent oral & written communication skills
Strong organizational skills
Experience in investment/financial services will be added advantage. Understanding of tax and legal concepts relating to Trust would also be an added advantage for the role.
Teamwork and collaboration

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