
Estate Planning Manager
7 days ago
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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