102 Estate Planning Jobs

Role Overview: As a Financial Planner, you will have the opportunity to assist clients in achieving their financial goals and aspirations. Your responsibilities will include developing personalized financial strategies, managing client portfolios, conducting regular reviews, and providing expert investment advice. Your role is crucial in helping clients navigate their financial journey through meticulous planning and exceptional service. Key Responsibilities: - Client Portfolio Management - Tailor and oversee client portfolios based on their financial objectives, risk tolerance, and preferences. - Conduct regular reviews of portfolios and adjust strategies to align with clients" goals and ma...

Role & responsibilities Engage with NJ Wealth clients and their families to understand their legacy aspirations, business continuity goals, and succession preferences. Develop customized estate and succession strategies, incorporating wills, trusts, family governance, nominations, and other planning tools. Partner with internal NJ Wealth teams, legal experts, and tax advisors to offer end-to-end estate planning solutions. Educate clients about the importance of wealth succession, inheritance laws, and tools to ensure smooth generational transition. Facilitate workshops and awareness sessions for clients and NJ Wealth Partners on estate planning fundamentals. Keep updated on evolving laws, ta...

Key Responsibilities: Understand client requirements and provide tailored investment solutions. Conduct regular follow-ups with leads and share relevant market updates and insights. Expand the client base through networking, referrals, and market outreach to grow AUM. Perform timely portfolio reviews and suggest necessary rebalancing based on market conditions and client goals. Upsell and cross-sell wealth products to existing clients while keeping them informed of market opportunities. Share updates on schemes, research papers, and investment products with clients. Coordinate and execute marketing initiatives with the regional marketing and product teams. Must-Have Skills: Strong interperso...

Key Responsibilities: Understand client requirements and provide tailored investment solutions. Conduct regular follow-ups with leads and share relevant market updates and insights. Expand the client base through networking, referrals, and market outreach to grow AUM. Perform timely portfolio reviews and suggest necessary rebalancing based on market conditions and client goals. Upsell and cross-sell wealth products to existing clients while keeping them informed of market opportunities. Share updates on schemes, research papers, and investment products with clients. Coordinate and execute marketing initiatives with the regional marketing and product teams. Must-Have Skills: Strong interperso...

Role Overview: As a Financial Planning and Wealth Management professional at our company, you will be responsible for utilizing your technical competencies to provide comprehensive financial services to clients. Your role will involve in-depth research and analysis of investment strategies, review of client portfolios, cashflow modeling, financial planning, risk analysis, insurance planning, retirement planning, investment planning, tax planning, estate planning, and employee benefits. Additionally, you will be expected to demonstrate strong professional competencies including analytical skills, client interaction abilities, teamwork, communication skills, adaptability, and a technology-firs...

Hands on experience in handling industrial development, foreign trade, estate development and administration along with holding analogous post on regular basis From State/Central Government. Required Candidate profile Ex-government officer, PSU officer, age<56 years, Retired officer, last date:20-09-2025, industrial development

Type: Full Time Location: BANGALORE Description: Company Name : Dilzer Consultants Pvt Ltd Experience Level : 2-5 years Industry : Financial Planning, Wealth Management, Portfolio Construction. About the Company : Dilzer Consultants Pvt Ltd is one of the top 5 SEBI Registered Investment Advisors Providing Holistic Financial Planning and Wealth Management Services for HNI Clients for the last 24 years. Powered by Ethics, Competance, Credibility and Trust, we have gained clientile that have worked with us for over 18+ years. Our mission is to empower our clients to achieve their goals by offering personalized financial guidance in an environment built on trust. We are committed to helping our ...

The ideal candidate will be responsible for managing their own portfolio of HNW/UHNW clients, providing personalized investment, estate planning, and wealth structuring solutions. Additionally, they will oversee and guide a team of private bankers/relationship managers to enhance performance and ensure client satisfaction. Collaboration with product, research, and investment departments will be essential to deliver comprehensive wealth management services. The role also involves identifying market trends and assisting in regional business development efforts. Requirements: - 8-15 years of experience in private banking and wealth management within the Indian market. - Strong leadership skills...

Job Description: Advising and consulting with clients through active participation in meetings on Estate Planning and Private family trusts Drafting legal documents relating to Estate Planning and Private Family Trusts viz. Trust Deeds, WILLs, ancillary documents like Gift Deeds, Affidavits, Board Resolutions, etc. Research on Indian case laws, case studies related to Estate Planning / Trusts Co-ordination with Relationship Managers / Private Bankers for Trust Structures, Trust/Will documentation Creation/modification of Estate Planning related content viz. FAQs, Case Studies, Articles, Presentations Pre-requisites OR skills to be acquired: Understanding of various laws & regulations viz. In...

You will be joining Ingenetus as a Private Wealth Manager, where you will play a crucial role in understanding and catering to the financial requirements and objectives of our esteemed clients. Your primary responsibilities will include developing personalized wealth management strategies, guiding clients on investment solutions, and ensuring their satisfaction through dedicated service. In this full-time on-site position based in New Delhi, you will engage in financial planning, estate planning, investment management, and other related tasks. To excel in this role, you are expected to possess skills in Financial Planning and Estate Planning, hold a Certified Financial Planner (CFP) designat...

As a Wills Consultant at Sahayak Associates, you will have the opportunity to consult with clients to comprehend their specific needs and create tailored wills to fulfill their requirements effectively. You will play a crucial role in educating clients on the significance of estate planning, offering guidance on wealth preservation, and ensuring the distribution aligns with their wishes. Collaborating with legal experts will be a part of your responsibilities to guarantee that all wills are in compliance with the relevant laws and regulations. Maintaining precise records of client details and updating wills when necessary to reflect any changes in circumstances will also be a key aspect of y...

Estate Manager Job description Should have complete knowledge of usable roads care and maintenance. He should know the complete operational process of STP/ETP, including maintenance, spare parts, usable media, cycle of consumable items in how much time it s required to be changed, all electrical motors and their function installed at STP, PH value of treated water through STP, and usage of treated water. Complete knowledge of WTP, its timely water supply with all bifurcated water supply line to township. He has to make schedule for timely water supply to the users of that project. This is also responsibility of estate manager to keep on watch routine maintenance of all electrical motors, wat...

You will be responsible for overseeing the financial and investment activities of our family office fund as a highly skilled "Sr. Associate Manager". Your duties will include portfolio management, compliance, equity research, banking and financial operations, and overall management of family office affairs. You will be expected to oversee and manage the family office's investment portfolio, ensuring alignment with financial goals and risk appetite. This will involve monitoring asset allocation, making strategic recommendations for optimization, and ensuring adherence to all legal and regulatory requirements related to family office investments and financial activities. Additionally, you will...

Job Summary: We are seeking an experienced and dynamic professional for the position of Sr. Manager / Chief Manager / AVP Wealth Management . The ideal candidate will be responsible for managing high-net-worth clients, providing customized investment solutions, and contributing to the growth of AUM by acquiring and retaining clients. The candidate must possess strong domain knowledge, excellent relationship management skills, and a proven track record in wealth management and financial advisory. Key Responsibilities: Understand client requirements and provide tailored investment solutions. Conduct regular follow-ups with leads and share relevant market updates and insights. Expand the client...

You will be joining Nuvama, a company that specializes in wealth management solutions, offering a wide range of services such as investment guidance, estate planning, investment management, lending, and broking services tailored for individuals, institutions, HNI, affluent salaried individuals, CXOs, and professional investors. As a Private Wealth Manager based in Kerala, you will play a crucial role in providing financial advice to clients on various aspects including financial planning, estate planning, and investment management. Your daily responsibilities will involve creating personalized financial plans, overseeing client investment portfolios, and identifying new financial opportuniti...

You will be joining our team as a Wealth Manager, where your primary focus will be providing top-tier financial advice to high-net-worth individuals and institutional clients. Your responsibilities will include creating personalized wealth management strategies, overseeing investment portfolios, and offering guidance on various financial aspects such as estate planning, tax optimization, and risk management. Your role will involve developing, implementing, and monitoring comprehensive financial plans tailored to the specific goals of our clients. You will manage and optimize investment portfolios in alignment with risk tolerance, market trends, and financial objectives. Additionally, you wil...

ithoughtconnect is dedicated to investor education and enhancing awareness through social media platforms and hands-on workshops in multiple languages. The company, founded by Shyam Sekhar, manages brands such as Muthaleetukalam, Milestones2Wealth (M2W), and ithoughtwealth, focusing on personal finance and investment trends with a commitment to improving financial literacy. Based in Chennai, Tamil Nadu, India, ithoughtconnect aims to assist investors in achieving significant financial milestones. We are looking for a passionate and client-focused Registered Investment Advisor (RIA) to join our team. As an RIA, you will be responsible for providing comprehensive financial planning, investment...

About Burgundy Private: Burgundy Private is a private banking platform that caters to the high and ultra-high net-worth customer segments. The proposition offers personalised wealth management advisory and solutions research based investment advisory, estate planning, real estate and tax advisory for for HNIs/ ultra HNIs clients About the Role: The Partner manages the UHNI relationships of Bank's customers, their family and business entities and provide wealth management advisory and solutions based on clients needs and risk profile Key Responsibilities Create and execute the plan for acquiring new-to-bank high value customer relationships. Leverage networks, partnership and sources of leads...

About Burgundy Private: Burgundy Private is a private banking platform that caters to the high and ultra-high net-worth customer segments. The proposition offers personalized wealth management advisory and solutions research based investment advisory, estate planning, real estate and tax advisory for for HNIs/ ultra HNIs clients About the Role: The Senior Partner manages the UHNI relationships of Bank's customers, their family and business entities and provide wealth management advisory and solutions based on clients needs and risk profile Key Responsibilities Create and execute the plan for acquiring new-to-bank high value customer relationships. Leverage networks, partnership and sources o...

About Burgundy Private: Burgundy Private is a private banking platform that caters to the high and ultra-high net-worth customer segments. The proposition offers personalised wealth management advisory and solutions research based investment advisory, estate planning, real estate and tax advisory for for HNIs/ ultra HNIs clients About the Role: The Partner manages the UHNI relationships of Bank's customers, their family and business entities and provide wealth management advisory and solutions based on clients needs and risk profile Key Responsibilities Create and execute the plan for acquiring new-to-bank high value customer relationships. Leverage networks, partnership and sources of leads...

About Burgundy Private: Burgundy Private is a private banking platform that caters to the high and ultra-high net-worth customer segments. The proposition offers personalised wealth management advisory and solutions research based investment advisory, estate planning, real estate and tax advisory for for HNIs/ ultra HNIs clients About the Role: The Partner manages the UHNI relationships of Bank's customers, their family and business entities and provide wealth management advisory and solutions based on clients needs and risk profile Key Responsibilities Create and execute the plan for acquiring new-to-bank high value customer relationships. Leverage networks, partnership and sources of leads...

About Burgundy Private: Burgundy Private is a private banking platform that caters to the high and ultra-high net-worth customer segments. The proposition offers personalised wealth management advisory and solutions research based investment advisory, estate planning, real estate and tax advisory for for HNIs/ ultra HNIs clients About the Role: The Partner manages the UHNI relationships of Bank's customers, their family and business entities and provide wealth management advisory and solutions based on clients needs and risk profile Key Responsibilities Create and execute the plan for acquiring new-to-bank high value customer relationships. Leverage networks, partnership and sources of leads...

About Burgundy Private: Burgundy Private is a private banking platform that caters to the high and ultra-high net-worth customer segments. The proposition offers personalized wealth management advisory and solutions research based investment advisory, estate planning, real estate and tax advisory for for HNIs/ ultra HNIs clients About the Role: The Senior Partner manages the UHNI relationships of Bank's customers, their family and business entities and provide wealth management advisory and solutions based on clients needs and risk profile Key Responsibilities Create and execute the plan for acquiring new-to-bank high value customer relationships. Leverage networks, partnership and sources o...

About Burgundy Private: Burgundy Private is a private banking platform that caters to the high and ultra-high net-worth customer segments. The proposition offers personalised wealth management advisory and solutions research based investment advisory, estate planning, real estate and tax advisory for for HNIs/ ultra HNIs clients About the Role: The Partner manages the UHNI relationships of Bank's customers, their family and business entities and provide wealth management advisory and solutions based on clients needs and risk profile Key Responsibilities Create and execute the plan for acquiring new-to-bank high value customer relationships. Leverage networks, partnership and sources of leads...

About Burgundy Private: Burgundy Private is a private banking platform that caters to the high and ultra-high net-worth customer segments. The proposition offers personalized wealth management advisory and solutions research based investment advisory, estate planning, real estate and tax advisory for for HNIs/ ultra HNIs clients About the Role: The Senior Partner manages the UHNI relationships of Bank's customers, their family and business entities and provide wealth management advisory and solutions based on clients needs and risk profile Key Responsibilities Create and execute the plan for acquiring new-to-bank high value customer relationships. Leverage networks, partnership and sources o...