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 analyze 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) qualified 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.