Digital Legacy Planner

3 - 7 years

0 Lacs

Posted:1 day ago| Platform: Shine logo

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Work Mode

On-site

Job Type

Full Time

Job Description

As a Digital Estate Planner at our company, your role will involve providing digital estate planning services to clients. You will help clients identify, organize, manage, and plan their assets and identities in the online world for orderly and safe inheritance and disposal. Collaboration with legal, technical, product, and customer service teams will be essential to promote the implementation of digital estate planning. Your key responsibilities will include: - Communicating with customers to understand their digital asset needs - Assisting customers in organizing and classifying their online assets - Designing digital wills and access rights - Ensuring legal and compliant digital estate plans - Maintaining customer digital estate archives - Participating in the formulation of company standards related to digital estate services - Providing external education and consulting services to enhance public awareness To qualify for this role, you should have: - A Bachelor's degree or above in relevant fields such as law, information management, data security, psychology, or sociology - More than 3 years of experience in wealth management, legal planning, estate management, data governance, or customer consulting services - A good understanding of digital assets, major platform policies, digital literacy, privacy regulations, and data security laws - Strong communication, empathy, project coordination, responsibility, and confidentiality skills - Proficiency in digital tools like Office suites and document management systems Candidates with experience as a lawyer, will planner, trust consultant, or data governance consultant are preferred. Familiarity with blockchain technology, digital identity management, and Web3 ecology is a plus. Experience in psychological counseling, living will services, or cross-platform digital estate planning projects for multinational clients is advantageous. Proficiency in multiple languages for overseas client support is desirable.,

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