High Net Worth Estate Planning Specialist

5 days ago

Rajahmundry, Andhra Pradesh, India beBeeEstatePlanning Full time ₹ 80,00,000 - ₹ 1,25,00,000

Establishing a High Net Worth Estate Planning Team

This is an opportunity to create and lead a team that will specialize in providing comprehensive estate planning solutions to high net worth clients.

The successful candidate will work closely with our financial advisors and tax specialists to design and implement effective estate plans, ensuring the protection and preservation of our clients' wealth for future generations.

Key Responsibilities:

  • Develop and execute a strategy for delivering top-tier estate planning services to HNW clients
  • Collaborate with cross-functional teams to provide integrated solutions
  • Lead the development of complex estate plans, including wills, trusts, and deeds of variation
  • Provide technical guidance and support to clients and internal stakeholders
  • Maintain the highest standards of client care and confidentiality
  • Build and manage a high-performing team to meet business objectives

Requirements:

  • Full TEP Practitioner certification
  • Minimum 5 years' experience in estate planning, specializing in HNW/UHNW cases
  • Proven ability to handle complex, high-value client matters
  • Strong understanding of IHT, CGT, and trust taxation issues
  • Commercially astute and able to operate with minimal supervision
  • Excellent communication and interpersonal skills

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