Responsibilities

- Advise clients directly on wills, trusts, nominations, powers of attorney and succession planning
- Draft and review estate plans that are legally sound and fit each family’s assets and relationships
- Apply the Hindu Succession Act, the Succession Act, Muslim personal law and the tax rules that go with them
- Handle complex cases, including HNI clients, NRI succession and family businesses
- Improve our templates, documentation standards and quality checks
- Work with our legal, compliance, product and tech teams to make estate planning simpler and more digital
- Mentor junior advisors and speak at client webinars and in our content

Skills

- 5–8 years in estate planning, wealth management, private banking or legal advisory, with hands-on experience in wills and trusts
- Solid working knowledge succession laws, trust structures and their tax implications
- LLB, CFP, CWM or a similar qualification preferred
- The empathy and discretion to guide families through sensitive conversations
- Experience with NRI or family-business succession is a strong plus

📌 Senior Manager Will & Estate Planning (Mumbai)
🏢 1 Finance
📍 Mumbai