102 Estate Planning Jobs - Page 2

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...

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...

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...

Role & responsibilities Provide tailored investment solutions Follow up and share market insights Expand client base via networking & referrals Review and rebalance client portfolios Cross-sell and upsell wealth products Share updates on schemes and investments Coordinate with marketing and product teams Preferred candidate profile Strong interpersonal & networking skills Excellent communication & presentation Professional client handling Strong financial & analytical ability Compliance-driven under pressure Target-oriented & profitability focused

Role & responsibilities Provide tailored investment solutions Follow up and share market insights Expand client base via networking & referrals Review and rebalance client portfolios Cross-sell and upsell wealth products Share updates on schemes and investments Coordinate with marketing and product teams Preferred candidate profile Strong interpersonal & networking skills Excellent communication & presentation Professional client handling Strong financial & analytical ability Compliance-driven under pressure Target-oriented & profitability focused

Role & responsibilities Provide tailored investment solutions Follow up and share market insights Expand client base via networking & referrals Review and rebalance client portfolios Cross-sell and upsell wealth products Share updates on schemes and investments Coordinate with marketing and product teams Preferred candidate profile Strong interpersonal & networking skills Excellent communication & presentation Professional client handling Strong financial & analytical ability Compliance-driven under pressure Target-oriented & profitability focused

Role & responsibilities Provide tailored investment solutions Follow up and share market insights Expand client base via networking & referrals Review and rebalance client portfolios Cross-sell and upsell wealth products Share updates on schemes and investments Coordinate with marketing and product teams Preferred candidate profile Strong interpersonal & networking skills Excellent communication & presentation Professional client handling Strong financial & analytical ability Compliance-driven under pressure Target-oriented & profitability focused

Role & responsibilities Provide tailored investment solutions Follow up and share market insights Expand client base via networking & referrals Review and rebalance client portfolios Cross-sell and upsell wealth products Share updates on schemes and investments Coordinate with marketing and product teams Preferred candidate profile Strong interpersonal & networking skills Excellent communication & presentation Professional client handling Strong financial & analytical ability Compliance-driven under pressure Target-oriented & profitability focused

The ideal candidate for this position should possess solid technical competencies in Financial Markets, Investment strategies, Cashflow Modelling, Financial Planning Strategies, Risk Analysis, Insurance Planning, Retirement Planning, Investment Planning, Tax Planning, Estate Planning, and Employee Benefits. It is essential to have a deep understanding of these areas to excel in this role. In terms of professional competencies, the candidate should demonstrate a strong passion for Financial Planning and Wealth Management, along with excellent analytical skills. The ability to work directly with clients and collaborate with international teams in a fast-paced environment is crucial. Being a so...

As a Senior Wealth Manager, you will be responsible for guiding high-net-worth individuals and institutional clients in managing and growing their wealth. You will develop personalized financial plans, manage investment portfolios, and provide guidance on tax strategies, risk management, and estate planning. With your expertise in market analysis and a deep understanding of clients" goals, you will offer comprehensive financial advice to optimize wealth growth and achieve long-term financial success. Key Responsibilities: - Managing and growing a client base focused on HNI/UHNI and affluent retail segments. - Driving sales of equities, mutual funds, insurance, and third-party investment prod...

As the Investment Portfolio Manager, you will be responsible for managing the MD's investment portfolio from end to end, which includes equity, mutual funds, private equity, real estate, and other financial instruments. Your role will involve strategic investment management, deep analytics, compliance, and reporting to ensure the MD's investments are optimized for growth, diversification, and long-term security. Your key responsibilities will include: Portfolio Management: - Monitoring, evaluating, and optimizing the performance of a diversified investment portfolio. - Executing buy/sell decisions in alignment with the MD's risk appetite and strategic objectives. - Maintaining detailed recor...

As a Financial Advisor at our company, you will be responsible for providing expert financial guidance to clients to help them achieve their financial goals. Your role will involve conducting comprehensive financial assessments, developing personalized financial plans, and staying updated on market trends and regulatory changes. Building strong relationships with clients through effective communication and educating them on financial products will be a key part of your job. You should have proven experience in financial planning or a related field, along with a strong understanding of investment products, retirement planning, tax optimization, and estate planning strategies. Excellent interp...

As a Financial Planner at Intraday Match, your primary responsibility will be to develop personalized financial plans for clients based on their financial goals and risk tolerance. You will provide guidance on retirement planning, including investment strategies and income projections. Additionally, you will evaluate and recommend insurance products to protect clients" assets and mitigate risks. Your role will also involve assisting clients in estate planning to ensure their assets are distributed according to their wishes. You will be responsible for recommending and managing mutual fund investments based on clients" objectives. Furthermore, you will create education savings plans to help c...

Genpact is a global professional services and solutions firm dedicated to delivering outcomes that shape the future. With over 125,000 employees spread across 30+ countries, we are driven by curiosity, entrepreneurial agility, and the desire to create lasting value for our clients. Our purpose is to pursue a world that works better for people, serving and transforming leading enterprises, including the Fortune Global 500, through our deep business and industry knowledge, digital operations services, and expertise in data, technology, and AI. We are currently seeking applications for the role of Assistant Vice President Wealth Operations. As the Assistant Vice President, you will play a cruci...

As a Lifestyle Financial Planner at Attivo, you will have the opportunity to work with a privately owned company that prioritizes the best interests of its clients and employees. Our transparent, open, and honest approach fosters trust with clients and helps them gain financial confidence. Your role will involve providing high-quality tax and Lifestyle Financial Planning services to clients, building strong client relationships, and maximizing new business opportunities while retaining existing clients. You will represent Attivo as an ambassador, embodying the company's core values and behaviors. A key aspect of the role is managing an existing client bank, with most interactions being virtu...

You are an experienced and client-focused Wealth Manager with a strong background in portfolio management. As a Wealth Manager, your primary responsibility will be managing customers" portfolios, creating tailored investment strategies, and ensuring portfolio performance aligns with customer objectives and risk profiles. Your key responsibilities will include serving as the primary relationship manager for assigned customers, providing holistic wealth management advice, developing customized investment portfolios aligned with each customer's financial goals, risk tolerance, and time horizon, conducting portfolio reviews and rebalancing based on market trends, performance, and changing custom...

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 a...

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 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 Key Responsibilities 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 relat...

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 a...

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 of ...

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 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 Key Responsibilities 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 relat...

Key Responsibilities Manage credit risk management of International Private Bank clients covered by the Latin America & Global Families business, with primary ownership of managing portfolio risks within acceptable risk appetite and loss tolerances. Understand WM Credit Risk appetite on wholesale loans, mortgages and trading exposures (i.e. OTC derivatives, futures and options, securities trading) Approve credit risk exposure relating to the client base within authorized limits. Assign risk ratings, LGDs, and other risk metrics across the portfolio. Maintain satisfactory Audits across the credit portfolio. Ensure that Risk exceptions in the portfolio are appropriately managed and escalated a...

We are seeking a motivated Associate with a minimum of 2 years post-qualification experience (PQE) to join our Estates & Succession practice at MZD Legal in Mumbai. The ideal candidate will have hands-on experience in estate planning, wills, and succession advisory. This position is open exclusively to applicants currently residing in Mumbai, as it necessitates in-person collaboration and client interactions. Key Responsibilities: - Draft wills, trust deeds, and succession planning documents. - Advise clients on inheritance laws, estate structuring, and asset protection. - Assist in probate applications, estate administration, and family settlements. - Conduct legal research on personal laws...

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. 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 market conditions. Financial Planning & A...

A Global Supervisor must supervise a staff of individuals with varying levels of experience and backgrounds. One must be able to lead change strategies and hold staff accountable for their actions. Lead the team, with coaching and development of the staff, including personnel hiring/termination decisions, appraisals, setting and managing objectives of the group. Recommend and implement changes and/or additions to department procedures to increase efficiency and/or accuracy. Drive improvements to the processes and products supported. Supervise daily activities and workflow of entire team and act as the escalation point for the team s work and staff issues. Identify control risks and implement...