143 Estate Planning Jobs

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...

We are looking for a dynamic and experienced investment advisory with a proven track record. As a Relationship Manager to serve as a trusted advisor to our clients. In this dual role, you will leverage your financial planning expertise and relationship-building skills to design and implement tailored financial plans, manage client portfolios, and foster long-term client relationships. The ideal candidate will have a deep understanding of the Indian financial market, regulatory environment, and client needs, ensuring that our clients receive holistic and goal-oriented financial advice. Key Responsibilities: Client Relationship Management: Build and maintain strong, trust-based relationships w...

Role Overview: We are looking for a motivated and skilled Wealth Manager/Consultant with 4-5 years of experience in wealth management or financial advisory. The ideal candidate will have experience in managing client portfolios, providing financial advice, and supporting investment planning. This role focuses on assisting clients with their financial goals while contributing to business growth. Key Responsibilities: Client Advisory & Relationship Management: Support senior managers in managing a portfolio of HNW & mass-affluent clients. Assist clients with investment planning, financial goal setting, and portfolio reviews. Build trust and maintain long-term client relationships. Investment S...

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 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 Create and execute the plan for acquiring new-to-bank high value customer relationships Leverage networks, partnership and sources of leads and referrals to access prospective cli...

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 The role of a Service Partner is to support the team of Burgundy Private bankers and Managing Partners to onboard new clients and to service the existing clients Provide High quality of sales support to the team of RM mainly focused on getting appointments for RM and supporting RM for serving their clients Handle clients query related to RM s portfolio in a positive, t...

About Affluent Business-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 HNIs/ ultra HNIs clients The role of Managing Partner would manage the UHNI relationships of Bank s customers, their family and business entities Provide wealth management advisory and solutions based on clients needs and risk profile The role would also manage, provide guidance and leadership to a team of 5-7 Partner & Senior Partner who would individually manage UHNI client rel...

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 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 Create and execute the plan for acquiring new-to-bank high value customer relationships Leverage networks, partnership and sources of leads and referrals to access prospective cli...

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 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 Create and execute the plan for acquiring new-to-bank high value customer relationships Leverage networks, partnership and sources of leads and referrals to access prospect...

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 Create and execute the plan for acquiring new-to-bank high value customer relationships Leverage networks, partnership and sources of leads and referrals to access prospective clients Interact with internal referral sources to identify prospects and referral opportunities Explore, review and fulfil the banking, ficial and wealth management needs of the mapped customers Provide inputs to the product and research team for any new products that the customer requires Recommend products & services as per cli...

Qualification: Commerce Graduate/Postgraduate, MBA. A US CPA or Enrolled Agent is mandatory. Experience: 8+ years in US Individual Taxation (Form 1040) in a recognized firm or Big4. Should be a signer of US Individual Income tax returns (HNI) for a minimum of 18-24 months. Excellent communication skills. Experience in team management and responsible for quality control within the team. Possess sound technical knowledge and excellent communication skills, along with analytical thinking ability. Should have experience of working closely with foreign offices and clients. Capability to guide and support team members with technical stands and queries. Willingness to support team functions and exp...

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 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 Create and execute the plan for acquiring new-to-bank high value customer relationships Leverage networks, partnership and sources of leads and referrals to access prospective cli...

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...

As a Private Banker - Advisory at Equirus Wealth Private Limited, your role will involve providing Client Centric, Comprehensive, and Transparent Wealth Management services to Individuals, Families, and Corporates. Here is a breakdown of your key responsibilities and qualifications: Roles and Responsibilities: - Acquire, build, and deepen HNI client relationships by understanding client situations, goals, risk appetite, and lifestyle needs - Serve as a one-point contact for clients, leading engagements in wealth management, business advisory, mentorship, tax and estate planning, family governance, among other areas - Understand clients" risk appetite, short-term, and long-term goals to devis...

**Job Description** Evolve Energy Group, a leading provider of Solar Power solutions, is seeking a full-time Private Wealth Advisor in Chennai. As a Private Wealth Advisor, you will be responsible for financial planning, managing business relationships, estate planning, and providing investment advice to clients. Your role will involve developing tailored financial strategies and offering expert guidance on wealth management. **Key Responsibilities** - Conduct financial planning and estate planning services - Manage business relationships with clients - Provide investment advice and recommendations - Develop tailored financial strategies for clients - Offer expert guidance on wealth manageme...

Role Overview: The Estate Field Executive will be responsible for managing telecom site-related estate activities, including documentation, landlord coordination, renewals, and compliance. The role requires field visits, stakeholder engagement, and timely resolution of estate-related issues to ensure uninterrupted site operations. Key Responsibilities: Conduct field visits to telecom tower sites for estate-related inspections and documentation. Coordinate with landlords for agreement renewals, rent negotiations, and issue resolution. Ensure timely execution of lease agreements and maintain proper records. Support in resolving legal or compliance issues related to site ownership or tenancy. L...

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: We are seeking a highly experienced and results-driven Senior Wealth Manager/Consultant to join our team. The ideal candidate will have a proven track record in wealth management, financial advisory, and portfolio management with a deep understanding of investment strategies, financial planning, and client relationship management. This role demands strong leadership, business development skills, and the ability to provide high-net-worth clients with customized financial solutions. Key Responsibilities: Client Advisory & Relationship Management: Manage and grow a portfolio of HNW & UHNW clients by providing tailored investment strategies and financial planning solutions. Build ...

You will be joining a Financial Products Distribution Company established in 1994 as a Relationship Manager (Wealth Advisor). Your role will involve providing personalized financial planning, investment management, and wealth preservation strategies to assist clients in achieving their financial objectives. **Key Responsibilities:** - Build and nurture strong relationships with high-net-worth individuals and families. - Create and execute tailored financial plans encompassing investment strategies, tax optimization, estate planning, and retirement solutions. - Perform thorough portfolio evaluations and offer continuous guidance based on market trends and client requirements. - Identify poten...

Architecture Development: Develop robust APIs, server-side logic, and database schemas. Implement secure systems for authentication, encryption, and potentially private key management. Frontend Integration: (most important Contribute to the development of sleek, responsive UIs using React and integrate backend services into the frontend stack. Build reusable components and ensure pixel-perfect implementation from design mockups. Web3 Implementation: Integrate blockchain functionality using libraries like Ethers.js, Viem, Wagmi. Support smart account and wallet functionality, including gasless transactions and smart contract interaction. DevOps Testing: Write unit/integration tests and optimi...

As a Canadian Tax Associate at the company in Noida, you will be responsible for managing and preparing Canadian tax filings for owner-managed, small, and mid-sized businesses across various industries. Your key responsibilities will include: - Prepare Canadian personal (T1), corporate (T2), and trust (T3) tax returns and forms like T4, T5, T106, T1134, and T1135. - Assist in corporate reorganizations, cross-border tax matters, and estate planning. - Draft supporting working papers and documentation for tax filings. - Support CRA tax audits by handling data gathering, analysis, correspondence, and client and CRA liaison. - Collaborate with senior staff and partners on tax planning strategies...

Job Description Head of wealth and Relationship Management (Liquide Black) Location: Bangalore Company: Liquide Industry: Fintech | Wealth Advisory | Investments About Liquide Black - Liquide Black is building a premium wealth and advisory platform, designed for HNIs and UHNIs. We aim to deliver holistic financial planning, wealth management, and investment advisory, combining human expertise with AI driven insights. We are seeking a Head of Wealth/Relationship Management to lead and scale our wealth advisory vertical, manage senior client relationships, and build a high-performing team of Relationship Managers (RMs). Key Responsibilities Leadership & Team Management * Build, mentor, and lea...

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: Senior Private Banker 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 sour...

As the Finance and Treasury Manager, your primary role will be to oversee the comprehensive financial operations of the family office and its investment companies. This includes financial planning, analysis, reporting, tax management, cash management, and coordination with external consultants. You will ensure the accuracy and compliance of all financial activities, cross-check the work of consultants, and report directly to the promoter. **Key Responsibilities:** - Financial Planning and Analysis: - Develop and manage financial budgets, forecasts, and plans for the family office and investment companies. - Analyze financial performance and provide insights and recommendations for improvemen...

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 Create and execute the plan for acquiring new-to-bank high value customer relationships Leverage networks, partnership and sources of leads and referrals to ...

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 Create and execute the plan for acquiring new-to-bank high value customer relationships Leverage networks, partnership and sources of leads and referrals to ...