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Kotak Life Insurance
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Advisor - Estate Planning-Estate Planning-Estate Planning

Advisor - Estate Planning-Estate Planning-Estate Planning

Kotak Life Insurance

2 - 6 years

5 - 9 Lacs

mumbai

Posted:3 days ago| Platform:

Apply

Skills Required

financial services drafting litigation real estate laws taxation legal research vetting litigation management legal documentation legal drafting corporate law arbitration legal notices legal management legal compliance legal advice

Work Mode

Work from Office

Job Type

Full Time

Job Description

About The Role
Job Role -

Understanding Estate Planning through Wills and Trusts.

Ability to meet and discuss the Estate Planning concept with clients.

Ability to liaise and have detailed discussions on trusts with clients and their family/advisors.

Ability to work on multiple matters at the same time and should be able to engage and respond to clients in a timely and accurate manner.

The Candidate should be aware of the basic concepts of estate planning including succession laws, trust laws, tax laws, general corporate law and preferably should have handled transactions on trust structuring and trust administration.

Ideally a Chartered Accountant or a Lawyer or a MBA who has been in a Client facing role or worked in the field of estate planning atleast for a period of 1/2 years and is aware of Trust and succession laws.

Understanding US and multi jurisdictional tax and structuring issues and having the knowledge of real estate laws will be added advantage.

Job Requirement -

Strong communication and interpersonal skills

Diligence and attention to detail

Ability to prioritise and get the job done

Excellent oral & written communication skills

Strong organizational skills

Experience in investment/financial services will be added advantage. Understanding of tax and legal concepts relating to Trust would also be an added advantage for the role.

Teamwork and collaboration

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Advisor - Estate Planning-Estate Planning-Estate Planning