Head Inheritance Planning

4 weeks ago


Mumbai, India 1 Finance Full time

Responsibilities:

Lead and manage the will and estate planning team, ensuring a high standard of service delivery and compliance with legal requirements
Provide expert advice and solutions to clients on all aspects of wills, estate planning, trusts, and related tax matters
Develop and implement strategies to grow the department, enhance client satisfaction, and maintain a competitive edge in the industry.
Stay abreast of legal, regulatory, and market changes affecting estate planning and incorporate necessary adjustments into service offerings
Conduct detailed consultations with clients to understand their estate planning needs, financial goals, and family circumstances
Design and oversee the preparation of customized wills, trust documents, powers of attorney, and other relevant legal documents
Coordinate with financial advisors, accountants, and other professionals to ensure comprehensive estate planning solutions
Manage and resolve complex estate planning and provide end-to-end solutions to clients
Mentor and develop team members, fostering an environment of continuous learning and professional growth

Skills:

Excellent interpersonal and communication skills
Strong analytical and problem-solving skills
Commitment to staying informed on changes in laws and industry practices


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