Advisor - Estate Planning-estate Planning-estate
3 months ago
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.
- 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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