Associate - Wealth Planning

Role Purpose: This role helps clients plan and preserve wealth across generations, coordinating with external advisors for execution (except in-house Will planning). It involves understanding client goals, developing tailored solutions, and tracking wealth planning activities.

Financial:

- Expertise in estate planning, including succession, trusts, cross-border laws, and inheritance taxes

- Draft legal documents (Wills, Trusts, PoA, Gift Deeds)

- Develop strategies for smooth wealth transfer

- Handle complex client cases independently

Client:

- Analyze financial data to provide planning insights

- Attend client meetings and manage follow-ups

- Ensure accurate, compliant client documentation

Technical skills:

- Knowledge of family business succession and governance; experience with family constitutions is a plus

- Familiarity with philanthropic structures (e.g., charitable trusts, Section 8 companies)

- Understanding of tax laws related to succession planning

- Skilled in managing wealth planning processes with internal stakeholders (Bankers, Finance, Compliance)

Education: LLB

Experience: 0-3 years