Estate Planning Advisor

Description of the Role and Profile Requirement

Role: Estate planning Advisor

Location: Mumbai/Delhi

Requirements :

- 10+ years 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

Responsibilities:

- Estate Planning involves succession planning by creation of Trust Structures for Clients and managing the Trust administration which includes Trust investments, distributions, accounts, audit, taxation and dissolution.

- The business presently consists of people who are responsible for business development ,creating trust structures, legal, compliance and operations of the Estate Planning Business. The team consists of either Lawyers/ Chartered Accountants at present. We are looking for a person in a sales role who will be able to pitch the Estate Planning product to the clients. The role is detailed below:

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.

3. Ensuring timely Client communication for Trust related activities.