AVP - Estate Planning

AVP - Estate Planning - Advisor - with Private sector Bank

1. Ability to pitch the Estate Planning product to the clients after understanding the Trust structuring concepts.

2. The Candidate should be aware of the basic concepts of estate planning including succession laws, trust laws, tax laws, general corporate law and preferably should have handled transactions on trust structuring and trust administration.Ensuring timely Client communication for Trust related activities.

3. Ideally a Chartered Accountant or a Lawyer or a MBA who has been in a Client facing role or worked in the field of estate planning atleast for a period of 1/2 years and is aware of Trust and succession laws. Understanding US and multi jurisdictional tax and structuring issues and having the knowledge of real estate laws will be added advantage

- Good Relationship Skills

- Excellent oral & written communication skills

- Strong Organizational Skills

- Strong Communication and Interpersonal Skills

- Experience in investment/financialservices will be added advantage. Understanding of tax and legal concepts relating to Trust would also be an added advantage for the role.

- Teamwork and Collaboration