Legal Advisor

An esteemed financial institution in Makati is seeking a Vice President of Legal Services to play a pivotal role in supporting clients' estate planning and fiduciary needs. This is an exceptional opportunity for you to make a meaningful impact by ensuring that client objectives are met through expertly crafted legal structures and documentation.

What You'll Do
As Vice President of Legal, you will be entrusted with shaping the future of clients' estate plans through meticulous development and documentation of bespoke structures. Your day-to-day activities will involve collaborating with cross-functional teams to draft, review, and refine critical legal documents that underpin structured accounts. By staying attuned to regulatory changes and shifts in client circumstances, you will ensure that all account structures remain relevant and compliant. Your ability to provide thoughtful legal advice will be instrumental in supporting both clients and internal stakeholders. Success in this role hinges on your attention to detail, your capacity for empathetic communication, and your unwavering commitment to upholding the highest ethical standards while navigating complex legal landscapes.

• Collaborate closely with internal teams to ensure seamless delivery of fiduciary services while upholding regulatory compliance at every stage.
• Contribute to the continuous improvement of internal processes related to legal review and documentation within the Trust Group.
• Develop and document comprehensive structures for estate planning services, including personal management trust engagements and other fiduciary offerings tailored to meet each client's unique objectives.
• Draft, review, and revise a wide range of legal documents, agreements, and instruments related to structured accounts, ensuring all materials are accurate, timely, and aligned with customer goals.
• Ensure all documentation meets the highest standards of accuracy, confidentiality, and ethical practice.
• Foster positive relationships with clients by demonstrating empathy, understanding their evolving needs, and delivering responsive service.
• Maintain up-to-date account structures by monitoring changes in laws, regulations, or clients' personal circumstances, proactively recommending adjustments as needed.
• Monitor industry trends and legislative developments relevant to estate planning and fiduciary services, sharing insights with colleagues to enhance collective knowledge.
• Provide clear and considered legal advice on behalf of clients or counterparties when requested by other units within the Trust Group or broader banking operations.
• Support the fulfilment of client objectives by identifying potential risks or issues within existing structures and proposing effective solutions.

What You Bring
In the role of Vice President of Legal, your background should reflect significant experience in estate planning law or fiduciary services within a reputable financial setting. Your expertise will enable you to navigate intricate regulatory frameworks while crafting tailored solutions that address each client's unique objectives. You bring not only technical proficiency but also a genuine sensitivity towards clients' personal circumstances, ensuring that every interaction is marked by compassion and understanding. Your ability to communicate complex concepts clearly will help build confidence among colleagues and clients alike. Organisational acumen allows you to balance competing demands effectively while maintaining rigorous attention to detail. Above all else, your integrity ensures that every action taken aligns with both professional standards and the values upheld by the institution.

• A commitment to continuous learning so you can adapt quickly to new regulatory requirements or industry developments is expected.
• A deep understanding of relevant laws, regulations, and best practices governing trust administration and structured accounts is essential for success.
• Demonstrated capacity for empathy when advising clients facing sensitive personal or financial decisions is highly valued.
• Excellent interpersonal skills that foster collaboration across departments while building trust-based relationships with clients are important assets.
• Extensive experience in estate planning law or fiduciary services within a financial institution or similar environment is highly desirable for this position.
• High ethical standards combined with discretion when handling confidential information are fundamental attributes for this role.
• Outstanding organisational skills allowing you to manage multiple priorities efficiently without compromising quality or timeliness are necessary.
• Strong analytical abilities enabling you to interpret complex legislation and assess its impact on existing account structures are vital.
• Exceptional drafting skills with proven ability to prepare clear, precise legal documents tailored to individual client needs are required.

What Sets This Company Apart
This organisation stands out as one of Makati's most respected financial institutions due to its unwavering commitment to nurturing talent within an inclusive environment. Employees benefit from generous training opportunities that encourage ongoing professional development. The company places great emphasis on collaboration - valuing each team member's contributions while fostering a sense of belonging through open communication channels. With access to knowledgeable mentors who prioritise your growth as much as organisational success, you'll find yourself empowered not just as a legal expert but as an integral part of a supportive network dedicated to making a positive difference for clients. The workplace culture celebrates diversity of thought while championing ethical conduct at every level, making it an ideal destination for those who seek both challenge and fulfilment in their careers.

What's Next
If you are ready to take the next step in your career journey by joining an esteemed institution where your expertise truly matters, this is your moment

Apply today by clicking on the link provided—your future as Vice President of Legal Services awaits

Due to the high volume of applications we are experiencing, our team will only be in touch with you if your application is shortlisted.