NJ Group
Website:
njgroup.in
Job details:
Job Summary:
At NJ Wealth, we believe wealth is not just about accumulationit's about creating a lasting legacy. We are looking for a passionate and knowledgeable Estate & Succession Planning to join our team, helping clients structure and secure their wealth for future generations through thoughtful planning and expert guidance.
Key Responsibilities:
- 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.
- Engage with NJ Wealth 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 NJ Wealth teams, legal experts, and tax advisors to offer end-to-end estate planning solutions.
- Keep updated on evolving laws, tax structures, and best practices in succession and inheritance planning.
We are looking for:
- A professional with 5+ 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.
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