Wealth Planner

6 days ago

Mumbai, Maharashtra, India WOW Softech Full time ₹ 6,00,000 - ₹ 12,00,000 per year

Role & responsibilities


• Review and drafting of client documents like Will, POA and Trust Deed.

• Assisting clients in collating their estate details for making estate planning documents.

• Preparing Business Reporting's like Scope of work and Engagement Letters.

• Maintaining MIS Reports (Wealth Planning Activity Tracker, Finance Tracker and Insurance Tracker)

• Responsible for new & renewal of agreements with Partners like Law firms & Tax Advisory Firms.

• Revamping entire Wealth Planning collaterals (Brochure, Client Presentations, Induction Presentation, and other subject related presentation).

• Preparing One-pagers for promoting Wealth Planning and immigration planning.

• Research of various matters for client related matters.

Preferred candidate profile

  • Legal background LLB / MBA, (suitable certification in estate planning such as TEP from STEP/CTEP from AAFM).
  • 1 to 3 years of relevant experience.

    •  Knowledge of governance around succession of family business. Experience around "family constitution" will be added advantage.

    •  Knowledge of various structures (e.g. charitable trust, section 8 co. etc.) available for philanthropic activities.

    •  Understanding of Income Tax provisions incidental to succession planning.

    . Ability to manage and control defined processes for various activities of Wealth Planning in coordination with Private Bankers, Finance team, Compliance team etc.

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