Estate Planning Advisor

Kotak Mahindra Bank Limited; Bengaluru; On-site; INR 800,000 - 1,200,000; Full time

Job summary

Kotak Mahindra Trusteeship Services Limited is seeking an Advisor - Estate Planning in Bengaluru to pitch and manage Estate Planning concepts with clients and advisors. You will discuss wills, trusts, and related structures, and coordinate with families and professionals for smooth execution of trusts.

The role emphasizes client-facing sales in Estate Planning with awareness of trust and succession laws and related tax considerations. Prior experience in financial services is advantageous.

Qualifications

• Client facing role experience is preferred.
• Understanding of estate planning concepts including wills and trusts would be advantageous.
• Strong communication and relationship-building skills.

Responsibilities

• Pitch the Estate Planning product to clients and close deals.
• Meet and discuss Estate Planning concepts with clients and advisers.
• Liaise on trusts with clients, families and advisors.
• Handle multiple matters simultaneously and respond to clients in a timely manner.
• Have awareness of trust and succession laws; real estate and tax concepts are a plus.

Job description

Advisor - Estate Planning

Estate Planning is a business which is being done through Kotak Mahindra Trusteeship Services Limited. Estate Planning involves succession planning by creation of Trust Structures for Clients and managing the Trust administration which includes Trust investments, distributions, accounts, audit, taxation and dissolution. The business presently consists of people who are responsible for business development ,creating trust structures, legal, compliance and operations of the Estate Planning Business. The team consists of either Lawyers/ Chartered Accountants at present. We are looking for a person in a sales role who will be able to pitch the Estate Planning product to the clients.

Job Description

• Understanding Estate Planning through Wills and Trusts.
• Ability to meet and discuss the Estate Planning concept with clients.
• Ability to liaise and have detailed discussions on trusts with clients and their family/advisors.
• Ability to work on multiple matters at the same time and should be able to engage and respond to clients in a timely and accurate manner.
• The Candidate should be aware of the basic concepts of estate planning including succession laws, trust laws, tax laws, general corporate law and preferably should have handled transactions on trust structuring and trust administration.
• Ideally a Chartered Accountant or a Lawyer or a MBA who has been in a Client facing role or worked in the field of estate planning atleast for a period of 1/2 years and is aware of Trust and succession laws.
• Understanding US and multi-jurisdictional tax and structuring issues and having the knowledge of real estate laws will be added advantage.

Key Skills

• Diligence and attention to detail Ability to prioritise and get the job done Excellent oral & written communication skills Strong organisational skills Experience in investment/financial services will be added advantage.
• Understanding of tax and legal concepts relating to Trust would also be an added advantage for the role.
• Teamwork and collaboration Experience Level Mid Level