AVP - Estate Planning Sales - BFS

We have an urgent opening for the role of AVP Estate Planning sales with a leading Trusteeship Services

Looking for 1+ years of experience in succession laws, trust laws, tax laws, general corporate law, To pitch Estate Planning product to clients, succession planning. understanding the Trust structuring concepts.

Understanding of investment/financial services and tax and legal concepts relating to Trust will be added advantage.

JD-

- 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.

- Understanding US and multi jurisdictional tax and structuring issues and having the knowledge of real estate laws