Job Description:

Key Responsibilities:
● Engage with 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 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.

We are looking for:
1.



A skilled with 4+ years of experience in estate planning, financial advisory, or private client
services.
2. Qualified in Law, Finance, or a related field (CA, CFP, LLB, Trust & Estate Practitioner, or similar
certification is a plus).
3. Skilled in client communication with a high level of trust, empathy, and discretion.
4. Familiar with Indian succession laws (Hindu Succession Act, Indian Succession Act 1925, Indian
Trusts Act 1882 etc.) and estate planning tools.
5. Passionate about guiding clients in building legacies and navigating complex family dynamics
with sensitivity.

📌 Estate & Succession Planning (Mumbai)
🏢 RECEX
📍 Mumbai