Wealth Planner – In House Legal

Ref: 43449_1686830238
Permanent, Full-time

Interested in stepping into an in-house role?

As an Associate or Assistant Director, you will report directly to the Wealth Planning Director.

This is an exciting opportunity for a qualified lawyer with at least 3-5 years of experience to work in a dynamic and international environment.

You will be a highly proactive, self-starter with an entrepreneurial mindset, independent and versatile, with a ‘can do’ attitude and excellent communication and interpersonal skills.

Responsibilities will include:

  • Providing guidance on complex trust structures, portfolio restructures and the preparation of technical correspondence.
  • Managing internal client and assets acceptance procedures, preparation of necessary documents for the clients and structures on-boarding, interaction with compliance, legal and wealth planning colleagues.
  • Participation in wealth planning reviews of the existing fiduciary structures.
  • Preparation of trust-related documents for setting-up new fiduciary structures and implementing changes in the existing fiduciary structures in close collaboration with relevant Wealth Planning team members group-wide.

The ideal candidate should have a good intermediary network in the fiduciary and financial services industry including law firms, accounting firms, multi/single family offices and private banks. Fluency in English is required, any other language is a plus.

If you are interested in this role, please apply with your CV and cover letter or contact Marcel on 01481 714634: We look forward to hearing from you!



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