Analyst - Wealth Structuring & Estate Planning
3 weeks ago
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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