Estate Planning Strategist - Executive Director
Morgan Stanley · bengaluru, India
estate planningtax planningfinancial advisorylegal complianceclient relationsinvestment strategiesexperienced
Job Description
Morgan Stanley seeks an Estate Planning Strategist to work with investment professionals on estate, gift, and income tax planning. The role involves building relationships with ultra high net worth clients, simplifying complex legal topics, and collaborating with clients’ attorneys and accountants. Candidates must have a strong income tax background and the ability to travel.
Qualifications
Bachelor's degree required. J.D. required. Significant prior trusts and estates experience with a law or accounting firm.
Skills Required
- estate planning
- tax planning
- financial advisory
- legal compliance
- client relations
- investment strategies
Location
City: bengaluru · Country: India