We have been retained by a leading Wealth Management Firm to hire a Estate Planner for their team.
Key responsibilities:
- Ability to draft legal documents
- Ability to do Research on taxation
- Ability to do Legal research
- Liaison with third-party trust service providers for delivering effective administrative solutions to clients.
Preferred Requirements:
- Preferably a legal educational background or a CA
- Good understanding of the legal and tax framework in the country
- Experience in handling client situations in the areas of wealth structuring, succession planning, legal and tax queries
- Good communication skills.
CTC upto : 18 Lacs
Min Experience : 5 yrs
Send resume with subject as 'Estate Planner'
Only shortlisted candidates will be contacted.
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