Estate Planning Manager

3 days ago

Mumbai Surat, India NJ Group Full time ₹ 15,00,000 - ₹ 28,00,000 per year

Role & responsibilities

  • Engage with NJ Wealth clients and their families to understand their legacy aspirations, business continuity goals, and succession preferences.
  • Develop customized estate and succession strategies, incorporating wills, trusts, family governance, nominations, and other planning tools.
  • Partner with internal NJ Wealth teams, legal experts, and tax advisors to offer end-to-end estate planning solutions.
  • Educate clients about the importance of wealth succession, inheritance laws, and tools to ensure smooth generational transition.
  • Facilitate workshops and awareness sessions for clients and NJ Wealth Partners on estate planning fundamentals.
  • Keep updated on evolving laws, tax structures, and best practices in succession and inheritance planning.

Qualifications

  • Bachelors degree in Law, Finance, or Business Administration (Masters/LLM/MBA in Finance or related field preferred).
  • Professional certifications like CFP, CFA, CA, or Estate Planning certifications would be an added advantage.

Skills & Experience

  • 4-5 years of experience in estate planning, wealth management, taxation, legal advisory, or financial planning.
  • Excellent communication and interpersonal skills
  • Strong presentation and facilitation skills
  • Analytical and problem-solving mindset with attention to detail.
  • Up-to-date understanding of regulatory and legal changes in estate and succession planning.

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