Analyst - Wealth Structuring & Estate Planning

3 weeks ago


Mumbai, Maharashtra, India Nuvama Private Full time

Job Role / Responsibilities:

  • Advising clients on estate / succession planning and family office set up
  • Advising clients on offshore investment structures including ODI, LRS, etc
  • Advising clients on corporate group structuring, internal group reorganization, mergers / demergers, stake sales and acquisitions structuring
  • Advising clients on various income tax, FEMA matters including relating to NRIs investing in India
  • Execution of client assignments including research, making presentations, reviewing legal documents such as Will, Trust deed, etc
  • Work closely with the Private Bankers within the team in resolving their queries on the subject matter
  • Providing support to the team by updating them with the latest happenings in the tax and regulatory field
  • Research on structuring related aspects from an income tax and regulatory perspective.
  • Liaising with tax and legal firms to for client execution work

Skills Required:

  • Knowledge on Trusts and Wills
  • Knowledge on FEMA, income tax, SEBI, etc
  • Proficient in developing collaterals

Key Competencies:

  • Detail Oriented
  • Execution Excellence
  • Solution Oriented

Qualification:

Education: Chartered Accountant/Lawyer

Experience: 3-5 years


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