Wealth Advisor/Consultant - BFS

Global MNC || Wealth Advisor/consultant || Bangalore Location

Job responsibilities:

- You will be reviewing sophisticated estate plans, including wills and trusts, to obtain a thorough understanding of the plans and flow of assets with the ultimate goal of providing insightful client materials summarizing the estate plans

- You will be partnering with Wealth Advisors to provide meaningful material and presentations to clients and prospective clients

- You will be preparing presentations and materials for client and prospective client meetings

- Coordinating with stakeholders on client needs, meeting agendas, and understanding client follow-up

- Provide insights during pre-call meetings and contribute meaningfully

- Researching Wealth Advisor inquiries and understanding follow-up communication and materials

- You will partner with various Wealth Advisors to service clients

Mandatory:

- US taxes and Law

- CA+ Law qualification

- US background is must

- Comms has to be more than excellent

- Shift timings 2:30 PM to 12 AM

- Bangalore location