Manager at India Infoline Ltd
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India Infoline - Manager - Wealth Structuring Solution (3-4 yrs)
Department : Wealth Structuring Solution
Number of Positions : 1-2
Reporting Relationships : Head- Wealth Structuring Solutions
Position Grade : Manager
- Wealth Structuring Solutions is a business which is being done under IIFL Investment Adviser and Trustee Services Limited, a subsidiary of IIFL Private Wealth Management Limited. IIFL Private Wealth Management Limited is one of the largest Private wealth Management firm in terms of Assets under Management.
- IIFL Investment Adviser and Trustee Services Limited is involved in Estate Planning for HNIs and UHNI's which could entail creation of Wills/ Trust Structures for Clients, Settlement Deeds,
- Family Charters etc. IIFL Investment Adviser and Trustee Services Limited is also very active in Trusteeship services which include Trust investments, distributions, accounts, audit and taxation.
- The business presently consists of people who are responsible for Client Relations, Structuring Specialists, Legal and Compliance, Accounting and Operations Managers.
Job Description :
- Researching and preparing notes, proposals in order to assist in structuring estate plans for clients in addition to engaging with external legal and tax counsels in India and abroad
- Meeting clients to explain the proposition
- Documentation work including drafting wills, trust deeds, other ancillary agreements/letters
- Coordinating with Estate planners, Service, Operations and Accounts team
Soft Skills :
- Excellent drafting abilities and oral communication skills
- Strong Communication and Interpersonal Skills
- Teamwork and Collaboration
- Relationship Management
- Students who have experience through internships in investment/financial services would have an added advantage
- Some amount of traveling may be required across the key locations in the Region
The candidate should have the following areas of interest :
- Laws of Succession and Inheritance
- Trust Laws
- General Corporate Law
- FEMA
- India and International Taxation
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