• Assist Head of Wealth Planning Competency Centre with the development and implementation of and identifying areas of improvement to legal precedents and develop new templates in line with business needs.
- Legal template, standard documents
- Product Guides, Frameworks, Flowcharts
- Internal guides or policies (where applicable)
• Support in Complex Structures assessment / onboarding and Transactions
• Liaise with stakeholders (e.g. Trustee, Wealth Planning teams) and external legal and tax advisors
• Assist with trainings for RMs, WPs & Trust Managers (TMs) through coordinating internal and external trainings conducted by external professionals
• Review, comment and analyse legal and tax opinions
• Assist with monitoring new laws and regulations, 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 Centre with stakeholders on strategic initiatives with a Wealth Planning Focus
• Handle any other work assigned from time to time by Head of Wealth Planning Competency Centre
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