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

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.