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We are looking for an Estate Planning Advisor with a minimum of 5 yrs of experience.
Location: Bangalore/Chennai
The person will be involved in Estate Planning for HNI’s and UHNI’s which could entail creation of Wills/ Trust Structures for Clients, Settlement Deeds, Family Charters etc.
Job Description - Client Relations
1. Researching and preparing notes, proposals in order to assist in structuring estate plans for clients in addition to engaging with external legal and tax counsels in India and abroad
2. Meeting clients to advise them on the most suitable Estate Plan
a. Coordinating Documentation work including drafting wills, trust deeds, other ancillary agreements/letters
b. Coordinating with Legal &Compliance, Service, Operations and Accounts team. Extensive traveling may be required across the South Region and other locations as may be required from time to time
Soft Skills
1. Excellent written and oral communication skills
2. Strong Interpersonal Skills
3. Teamwork and Collaboration
4. Relationship Management
5. Experience through internships in investment/financial services would have an added advantage
6. Candidate should have the zest for continuous learning to keep abreast of Global practices/Laws and hence be ahead of the market
The candidate should have the following areas of interest:
1. Laws of Succession and Inheritance
2. Trust Laws
3. General Corporate Law
4. FEMA
5. India and International Taxation
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