Key Responsibilities:
- Assist in the development and implementation of legal templates, standard documents, product guides, frameworks, and internal policies. Identify areas for improvement and develop new templates to align with business needs.
- Support the assessment, onboarding, and management of complex structures and transactions.
- Collaborate with bank stakeholders (e.g., Trustee, Wealth Planning teams) and external legal and tax advisors to ensure seamless communication and coordination.
- Coordinate internal and external training sessions for Relationship Managers, Wealth Planners, and Trust Managers, working with external professionals to deliver relevant training.
- Review, comment, and analyse legal and tax opinions to ensure alignment with business objectives and regulatory requirements.
- Monitor new laws and regulations relevant to the business and draft updates via Wealth Planning Briefs and Fact Sheets on the latest developments in the regulatory and taxation environment.
- Support the Head of Wealth Planning Competency Centre in working with bank stakeholders on strategic initiatives with a wealth planning focus.
Requirements:
- Degree in Law, Accountancy, or related field.
- Minimum 4 years of experience working as in-house counsel or with prior experience in the knowledge management division of a law firm.
- Society of Trust and Estate Practitioners (STEP) quailed candidates is good to have.
- Excellent solution-oriented mindset with an eye for accuracy, excellent analytical and communication skills, and the ability to work collaboratively with various stakeholders.
- Ability to handle sensitive and confidential information with the highest level of integrity.
Interested candidates may send in their resume and cover letter directly to [email protected] (R1434374), stating the position as the subject title in the email.
Jireli Gem Mejia Cabria EA License No.: 02C3423 Personnel Registration No.: R1434374
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