Job ID : JO00091

Estate Planning - Legal - Wealth Management

  • Multiple locations
  • 1 month ago

Job Description

  • Ability to pitch the Estate Planning product to the clients after understanding the Trust structuring concepts.
  • 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.
  • Ensuring timely Client communication for Trust related activities

Job Requirement

- 10+ years 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.

Additional Information

Job Type : Full Time
Experience : 10 - 15 years
Location : Multiple locations, India
Qualification : + CA/LLM

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