Associate – Wealth Planning Internship in Mumbai

Job Description Responsibilities:To work with clients and their families to understand their background and objectives and devise as well as execute solutions/documents to help them achieve their estate planning goals as well as liaison with external experts to help deliver client solutions.Support in driving and tracking the wealth planning business.Enhance network of external partners and undertake due diligence of third-party service providers/ partners.Maintain MI and share updates at regular intervals with stakeholders.Systematic execution and e-filing of all client and panel related documentation.Strong research abilities. Extensive research to support client pitch for mandates, address client queries as well enhance proposition through research findings and keep team updated on regulatory updates/key judgements.Education Qualifications:Legal background LLB / MBA with added qualification for taxation is desirable. Experience Preference:Preferred candidates with prior experience in estate planning.Freshers willing to undergo an internship to assess their suitability to the role, are welcome to apply.Profound understanding of family and tax laws.Good drafting skills for documents like Will, Private Family Trust, Gift Deed etc.Good communication and client/ partner/third-party management skills.