Upload Button Icon Add office photos
Engaged Employer

i

This company page is being actively managed by Skillventory Team. If you also belong to the team, you can get access from here

Skillventory Verified Tick

Compare button icon Compare button icon Compare
3.8

based on 104 Reviews

filter salaries All Filters

149 Skillventory Jobs

Estate Planning Advisor - Bank - CA (10-15 yrs)

10-15 years

Estate Planning Advisor - Bank - CA (10-15 yrs)

Skillventory

posted 8d ago

Job Role Insights

Fixed timing

Key skills for the job

Job Description

1. Interest in meeting different clients and ability to speak about the Estate Planning proposition to clients after understanding the trust structuring concepts.

2. Awareness and experience in working with clients on estate and succession planning.Basic knowledge and understanding on succession laws, trust laws, tax laws, general corporate law and should have handled transactions on trust structuring and trust administration.

3. Ability to understand concepts relating to succession and communicate with clients on their requirements and answering queries in a timely and accurate manner. Should be diligent and should have attention to detail.

4. Ability to close discussions with clients and onboard them on the platform. Keenness to achieve business targets.

5. Ideally a Chartered Accountant who has been in a client facing role or worked in the field of estate planning at least for a period of 8-10 years.

6. Understanding US and multi jurisdictional tax and structuring issues and having the knowledge of real estate laws will be an added advantage.


Functional Areas: Software/Testing/Networking

Read full job description

Skillventory Interview Questions & Tips

Prepare for Skillventory roles with real interview advice

What people at Skillventory are saying

What Skillventory employees are saying about work life

based on 104 employees
55%
57%
87%
100%
Strict timing
Alternate Saturday off
No travel
Day Shift
View more insights

Skillventory Benefits

Soft Skill Training
Work From Home
Job Training
Team Outings
Education Assistance
International Relocation +6 more
View more benefits

Compare Skillventory with

Foundit

3.5
Compare

Timesjobs.com

1.6
Compare

Indeed

4.0
Compare

Freshersworld.com

3.9
Compare

LinkedIn

4.3
Compare

Quikr

3.8
Compare

Glassdoor

3.5
Compare

Antal International

3.6
Compare

Spectrum Consultants

2.7
Compare

Talent Corner HR Services

3.9
Compare

Siec Education

3.4
Compare

Verifacts Services

3.6
Compare

Million Minds Management Services

3.8
Compare

Eduquity Career Technologies

3.5
Compare

Gi Group

3.9
Compare

Synchroserve Global Solutions

3.6
Compare

Vision India Services

3.7
Compare

Creative Hands HR Consultancy

4.0
Compare

Hire Glocal

4.8
Compare

Xeam Ventures

3.7
Compare

Similar Jobs for you

Tax Head at Fynehand Consultants

15-25 Yrs

₹ 45-80 LPA

Credit Head at Hireex Consultants

10-15 Yrs

₹ 20-25 LPA

Investment Counsellor at Purnartha Investment Advisers Pvt Ltd

8-15 Yrs

₹ 14-25 LPA

Vice President Investment Banking at Recruit Me

5-10 Yrs

₹ 30-45 LPA

Investment Banking Associate at Virtuous Advisors & Resources Private Ltd

6-10 Yrs

₹ 20-40 LPA

Finance Manager at Talent Destination

7-10 Yrs

₹ 14-18 LPA

Area Head at iTaap

10-15 Yrs

₹ 40-60 LPA

Vice President Investment Banking at Phoenix Growth Solutions Pvt Ltd

5-8 Yrs

₹ 10-20 LPA

Equities Analyst at Haachi Business Solutions

7-15 Yrs

₹ 40-80 LPA

Direct Tax at Talent North

10-15 Yrs

₹ 28-30 LPA

Estate Planning Advisor - Bank - CA (10-15 yrs)

10-15 Yrs

8d ago·via iimjobs.com

Policy Manager - Home Loan/LAP (2-6 yrs)

2-6 Yrs

13hr ago·via iimjobs.com

Senior Manager - Purchase To Pay - FMCG (10-15 yrs)

10-15 Yrs

4d ago·via iimjobs.com

Team Member - IT Audit - Cyber Security (4-9 yrs)

4-9 Yrs

4d ago·via iimjobs.com

Lead - Credit Compliance Advisory - Bank (5-15 yrs)

5-15 Yrs

5d ago·via iimjobs.com

Model Validation Role - Market Risk (8-16 yrs)

8-16 Yrs

5d ago·via iimjobs.com

Head - Store Sales (9-19 yrs)

9-19 Yrs

5d ago·via updazz.com
write
Share an Interview