Senior Wealth Planning Consultant
1 month ago
We are seeking a highly skilled Senior Wealth Planning Consultant to join our team at Antal International.
As a Senior Wealth Planning Consultant, you will be responsible for developing and implementing comprehensive estate and succession plans for high-net-worth individuals and families. You will work closely with clients to understand their unique needs and goals, providing personalized guidance on wealth transfer strategies, tax planning, and regulatory compliance.
The ideal candidate will have 10-25 years of experience in wealth management, estate planning, or succession planning, with a strong background in legal and tax advisory. You will possess expertise in estate planning tools, such as wills, trusts, powers of attorney, and other legal instruments, as well as excellent communication skills to explain complex concepts to clients.
Key Responsibilities:
- Conduct in-depth consultations with clients to assess their estate planning and succession needs, financial situation, and goals.
- Develop and implement personalized estate plans that include comprehensive succession strategies.
- Ensure legal compliance with local and international laws for wealth transfer, cross-border structures, and estate settlements.
- Collaborate with external legal firms, tax advisory firms, and financial consultants to execute cross-border structures, company structures, and complex merger/demerger transactions.
Requirements:
- Chartered Accountant (CA) from The Institute of Chartered Accountants of India (ICAI).
- Bachelor's or Master's degree in Law, Finance, or related fields.
- Certification in estate planning, financial planning, or wealth management is a plus.
- 10-25+ years of experience in wealth management, estate planning, or succession planning with high-net-worth clients.
- Strong background in legal and tax advisory for estate planning and wealth transfer.
Benefits:
- A competitive salary range of $120,000 - $200,000 per annum, depending on experience.
- Opportunities for professional growth and development.
- A dynamic and supportive work environment.
About Us:
Antal International is a leading recruitment agency with a global presence. We pride ourselves on delivering exceptional service to our clients and candidates.
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