Estate Planning Manager

NJ Group

4 - 5 years

7 - 10 Lacs

mumbai surat

Posted:4 days ago| Platform:

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Skills Required

estate planning succession planning financial planning and analysis communication skills wealth management wealth planning coordination inheritance

Work Mode

Work from Office

Job Type

Full Time

Job Description

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, tax structures, and best practices in succession and inheritance planning.

Qualifications

Bachelors degree in
Law, Finance, or Business Administration
(Masters/LLM/MBA in Finance or related field preferred).
Professional certifications like
CFP, CFA, CA, or Estate Planning certifications
would be an added advantage.

Skills & Experience

4-5 years of experience in
estate planning, wealth management, taxation, legal advisory, or financial planning
.
Excellent communication and interpersonal skills
Strong presentation and facilitation skills
Analytical and problem-solving mindset with
attention to detail
.
Up-to-date understanding of
regulatory and legal changes
in estate and succession planning.

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