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

As a Senior Wealth Manager at Creddinv Technologies, you will play a critical role in the advisory team by managing complex client relationships, overseeing high-value portfolios, and providing strategic financial guidance. You will lead client engagements, mentor junior team members, and contribute to the firm's growth and development. Key Responsibilities: - Serve as the primary point of contact for a portfolio of high-net-worth clients, developing long-term relationships based on trust and expertise. - Design and implement advanced financial plans, tax strategies, and estate planning solutions. - Conduct in-depth portfolio reviews, asset allocations, and investment strategies to optimize ...

Position: VP / AVP / Manager PCG (Private Client Group) Advisory Location: Chennai (On-site) Employment Type: Full-Time As a Senior Wealth Manager at the Assistant Vice President (AVP) level, you will serve as a trusted advisor to high-net-worth individuals, families, and institutional clients. You will lead the design and implementation of customized financial strategies, provide ongoing portfolio oversight, and build lasting client relationships. This leadership role combines expert financial planning with business development and team collaboration. Key Responsibilities: Act as the primary relationship manager for a portfolio of high-net-worth clients. Deliver holistic wealth management s...

Responsibilities 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 Retired Governmenr Employee, Age<56 years,Ex-PSU officer, Ex-Government officer

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 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 ...

Greetings for the Day! Brief About Aurionpro: Aurionpro Solutions Limited is a global leader in providing advanced technology solutions with a focus on Banking, Payments, Transit, Data Centre Services, and Government sectors, leveraging Enterprise AI to create comprehensive technology for our clients worldwide. Formed in 1997 and headquartered in Mumbai, Aurionpro prides itself on its deep domain knowledge, interconnected IP, global footprint and a flexible, passionate approach to business. Our client base of over 300 institutions that trust Aurionpro with their mission-critical technology needs is backed by our team of 2500 professionals making Aurionpro one of the deepest pools of fintech,...

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...

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 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 ...

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 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 i...

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 About the Role 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 UH...

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...

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...

Company Overview NJ Macson NJ Macson, headquartered in Chennai, has been a trusted financial advisory partner for over a decade. Led by a team of seasoned bankers, accountants, and financial experts, we specialize in Corporate Finance, Legal Services, Auditing, Investment Banking, Insurance, and Private Wealth Management. Our Family Office services are tailored to manage the assets, legacy, and aspirations of our clients while prioritizing confidentiality, financial wellness, and long-term growth. We pride ourselves on delivering unbiased, high-return investment solutions tailored to the unique needs of HNI and UHNI clients. Position: VP / AVP / Manager PCG (Private Client Group) Advisory Lo...

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 ...

Role Overview: As a Wealth Management Advisor, your main responsibility will be to provide professional wealth management services to high net worth individuals and families. You will assist clients in creating and implementing personalized investment strategies and financial plans to help them achieve their long-term financial goals. To succeed in this role, you must have a strong understanding of finance, excellent communication skills, and a commitment to delivering exceptional customer service. Key Responsibilities: - Conduct thorough consultations with clients to understand their financial situation, investment goals, and risk tolerance levels. - Analyze clients" financial needs and dev...

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...