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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





- A skilled with 4+ years of experience in estate planning, financial advisory, or private client services.
- Qualified in Law, Finance, or a related field (CA, CFP, LLB, Trust & Estate Practitioner, or similar certification is a plus).
- Skilled in client communication with a high level of trust, empathy, and discretion.
- Familiar with Indian succession laws (Hindu Succession Act, Indian Succession Act 1925, Indian

Trusts Act 1882 etc.) and estate planning tools.

- Passionate about guiding clients in building legacies and navigating complex family dynamics with sensitivity.

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