Wealth Planner

Job Description :

Role Purpose:
This role helps clients execute their estate planning goals to achieve objectives around intergenerational wealth transfer, asset preservation and consolidation (which are eventually executed by the third-party fiduciary service providers (such as Trusteeship companies) and/or Professional advisors (such as Law/Tax firms/ Family Office advisors/immigration advisors) except Will-planning that is executed in-house. To work with clients (being professionals, family businesses etc.) and their families to understand their background and objectives and devise solutions to help them achieve preservation and smooth transition of their Wealth as well liaison with external experts to help deliver client solutions. Further, the role supports driving and tracking the wealth planning business

Financial

• Demonstrated expertise in estate planning, including succession, trust, property, and cross-border laws, along with inheritance and estate taxes.
• Draft client documentation such as Wills, Trusts, PoA, and Gift Deeds.
• Comprehend client backgrounds to formulate strategies for seamless wealth transition.
• Independently manage complex client briefs.

Client

• Analyze client financial data (income, expenses, assets, liabilities, insurance, etc.) and provide planning insights.
• Participate in client meetings to gather information, present plans, and follow up on action items
• Maintain up-to-date client records and ensure all documentation complies with regulatory standards.

Risk and Governance

• Comply with regulations and internal policies and procedures to ensure that the firm achieves the desired assurance, audit and regulatory review and rating.
• Contribute to systemization and platform strengthening to achieve scale and sustainability
• Maintain the confidentiality of sensitive information.
• Manage financial, regulatory and reputational risk for the firm and its clients prudently.

People

• Foster teamwork and collaboration at all levels of the organization.
• Manage stakeholders effectively to ensure successful outcomes.
• Spend time on knowledge enhancing initiatives and secure mandatory certifications and licenses, wherever applicable adhere to the personal development plan