Posted By

user_img

Harika Yadagiri

HR Recruiter at Vitasta Consulting Pvt Ltd

Last Login: 20 May 2024

Job Views:  
157
Applications:  34
Recruiter Actions:  17

Posted in

Legal

Job Code

1388106

Head - Will & Estate Planning - BFSI

10 - 15 Years.Mumbai
Posted 2 months ago
Posted 2 months ago

Head Will and Estate Planning


Job Responsibilities:


- Lead and manage the will and estate planning team, ensuring a high standard of service delivery and compliance with legal requirements

- Provide expert advice and solutions to clients on all aspects of wills, estate planning, trusts, and related tax matters

- Develop and implement strategies to grow the department, enhanceclient satisfaction, and maintain a competitive edge in the industry.

- Stay abreast of legal, regulatory, and market changes affecting estate planning and incorporate necessary adjustments into service offerings

- Conduct detailed consultations with clients to understand their estateplanning needs, financial goals, and family circumstances

- Design and oversee the preparation of customized wills, trustdocuments, powers of attorney, and other relevant legal documents

- Coordinate with financial advisors, accountants, and otherprofessionals to ensure comprehensive estate planning solutions

- Manage and resolve complex estate planning and provide end-to-endsolutions to clients

- Mentor and develop team members, fostering an environment ofcontinuous learning and professional growth.

Skills Required:

- Excellent interpersonal and communication skills

- Strong analytical and problem-solving skills

- Commitment to staying informed on changes in laws and industry practices

Didn’t find the job appropriate? Report this Job

Posted By

user_img

Harika Yadagiri

HR Recruiter at Vitasta Consulting Pvt Ltd

Last Login: 20 May 2024

Job Views:  
157
Applications:  34
Recruiter Actions:  17

Posted in

Legal

Job Code

1388106

UPSKILL YOURSELF

My Learning Centre

Explore CoursesArrow