Estate & Succession Planning
Job Description:
Key Responsibilities:
● Engage with clients and their families to understand their legacy aspirations, business
continuity goals, and succession preferences.
● Develop customized estate and succession strategies, incorporating wills, trusts, family
governance, nominations, and other planning tools.
● Partner with internal teams, legal experts, and tax advisors to offer end-to-end estate
planning solutions.
● Educate clients about the importance of wealth succession, inheritance laws, and tools to ensure
smooth generational transition.
● Facilitate workshops and awareness sessions for clients and NJ Wealth Partners on estate
planning fundamentals.
● Keep updated on evolving laws, tax structures, and best practices in succession and inheritance
planning.
We are looking for:
1. A professional with 4+ years of experience in estate planning, financial advisory, or private client
services.
2. Qualified in Law, Finance, or a related field (CA, CFP, LLB, Trust & Estate Practitioner, or similar
certification is a plus).
3. Skilled in client communication with a high level of trust, empathy, and discretion.
4. Familiar with Indian succession laws (Hindu Succession Act, Indian Succession Act 1925, Indian
Trusts Act 1882 etc.) and estate planning tools.
5. Passionate about guiding clients in building legacies and navigating complex family dynamics
with sensitivity.
Key Skills :
Company Profile
The client is a leading player in the Indian financial services industry known for its strong distribution capabilities. Started in the year 1994 has now diversified into various businesses and today has presence in businesses ranging from financial products distributor network, asset management, real estate, insurance broking, training & development and technology. Our rich experience in financial services, combined with executional capabilities and strong process & system orientation, has enabled us to shape a rising growth trajectory in our businesses.
Product ranges are MF, Insurance, Realty, Information Technology, Wellness, Interiors, Loan etc. The client is based out of Surat in Gujarat, India and has presence in 165+ locations in India, Mauritius & Dubai and has over 1,800+ employees and over 32,500+ Active Advisors (Partners) associated. The total Asset Under Advice of 1,64,000+ Cr. of more than 28 Lacs investors.
Apply Now
- Interested candidates are requested to apply for this job.
- Recruiters will evaluate your candidature and will get in touch with you.