Responsibilities:
- Assist Head of Wealth Planning Competency Center with the development and implementation of:Legal template, and standard documents.
Product Guides, Frameworks, and Flowcharts.
Internal guides or policies (where applicable) and identifying areas of improvement to legal precedents and develop new templates in line with business needs.
- Support in Complex Structures assessment, onboarding, and transactions.
- Assist with training for Relationship Managers, Wealth Planner, and Trust Managers through coordinating with internal and external professionals.
- Review, comment, and analyze legal and tax opinions.
- Assist with monitoring new laws, regulations, and development relevant to the business and drafting updates via Wealth Planning Brief and Fact Sheet on latest development with respect to regulatory and taxation environment.
- Support Head of Wealth Planning Competency Center with Bank’s stakeholders on strategic initiatives with a Wealth Planning Focus.
- Manage any other work assigned from time to time by Head of Wealth Planning Competency Centre.
Requirements:
- Degree in Law or Accountancy or a Society of Trust and Estate Practitioners (STEP) qualified.
- At least 3 years’ experience as an In-house Counsel in banking or any similar industry.
- Knowledge of Wealth Planning management or operations.
- Experience consulting with bank stakeholders (e.g. Trustee, Wealth Planning teams) and external Legal and Tax Advisors.
- Knowledge in management division of a Law Firm is a plus.
- Solution oriented with an eye for accuracy.
Interested Applicants, please email your resume to [email protected] (R1767650), stating the position as the subject title in the email. All Applications will be handled with strict confidentiality.
