Legal Trust Advisor - Investment Bank

A leading financial institution in Makati is seeking a Legal Trust Advisor to provide comprehensive legal support for its Wealth Management businesses. This role offers you the opportunity to become a trusted advisor, guiding business strategy and ensuring robust legal coverage across a diverse suite of financial products and services.

As an individual contributor, you will collaborate closely with management and cross-functional teams, influencing key decisions and shaping the future of wealth management offerings. The organisation is committed to your professional growth, generous leave policies, and access to world-class training resources. If you are passionate about making a meaningful impact in the financial sector while enjoying a supportive and inclusive environment, this is your chance to thrive.

What you'll do:

As a Legal Trust Advisor based in Makati, you will be instrumental in providing high-level legal guidance that supports the strategic ambitions of the Wealth Management division. Your day-to-day responsibilities will involve working collaboratively with colleagues across multiple departments to ensure that all products, services, and operations are legally sound. You will be relied upon for your deep understanding of tax law, estate planning, inheritance law, and regulatory requirements specific to private banking. By proactively identifying potential risks and advising on complex transactions or initiatives, you will help safeguard both clients’ interests and organisational integrity. Your ability to interpret evolving regulations will enable you to drive positive change within the Philippine market while maintaining strong relationships with stakeholders at every level. Success in this position requires not only technical expertise but also excellent interpersonal skills—your insights will shape policy decisions, influence business strategies, and contribute meaningfully to an environment where compliance is seamlessly integrated into daily operations.

• Advise on strategic initiatives and transactions under consideration by the business, ensuring compliance with relevant laws and regulations while supporting commercial objectives.

• Collaborate closely with Compliance and other functional areas to foster a well-controlled business environment that prioritises risk mitigation and regulatory adherence.

• Drive advocacy efforts and contribute to regulatory change initiatives in the Philippines aimed at promoting positive customer outcomes and enhancing market competitiveness.

• Identify, assess, and communicate key legal risks associated with various products, services, operations, and client segments within the bank’s businesses.

• Offer timely counsel to business leaders and infrastructure personnel regarding emerging legal risks, evolving market terms, significant market events, and changes in the legal or regulatory landscape.

• Participate in cross-functional projects that require legal expertise to ensure seamless integration of new products or services into existing frameworks.

• Provide expert legal advice that shapes business strategy across all financial products and services offered by the Wealth Management division, either directly or in collaboration with product-specific legal teams.

• Serve as a trusted advisor to senior management within both the bank and the Trust department, offering clear guidance from a legal perspective on complex matters.

• Support the development of internal policies and procedures that align with best practices in wealth management law.

What you bring:

To excel as a Legal Trust Advisor, your background should reflect extensive experience within private banking or wealth management settings where you have delivered nuanced legal counsel on matters such as tax law, estate planning, and inheritance law. Your active membership in the Philippine Bar ensures you are up-to-date with local regulations while your certifications highlight your dedication to professional excellence. You bring not only technical proficiency but also outstanding interpersonal skills, enabling you to translate complex legislation into actionable advice for both clients and colleagues alike. Your collaborative approach fosters strong partnerships across departments while your analytical mindset allows you to anticipate challenges before they arise. A passion for ongoing learning ensures that your knowledge remains current amidst changing industry landscapes; this adaptability makes you an invaluable asset capable of navigating both routine tasks and novel challenges with equal skill.

• Bring excellent analytical abilities that empower you to identify potential risks early on while proposing practical solutions aligned with business goals.

• Demonstrate commitment to continuous professional development through participation in relevant training programmes or courses related to wealth management law.

• Demonstrate substantial exposure as a Legal Advisor with particular focus on Tax Law, Estate Planning, Inheritance Law; holding relevant certifications that attest to your expertise in these areas.

• Display keen awareness of current regulatory trends affecting wealth management in the Philippines along with an aptitude for driving advocacy or regulatory change initiatives when needed.

• Exhibit strong collaborative skills that allow you to work effectively alongside Compliance teams as well as other functional partners within large organisations.

• Maintain active membership of the Philippine Bar Association which enables you to practice law at the highest standards required by this role.

• Possess 8–10 years of experience working within Private Banking or Wealth Management environments where you have provided specialised legal advice.

• Showcase proven ability to act as an advisor in client-facing positions where clear communication of complex legal concepts is essential for building trust.

What sets this company apart:

This organisation stands out for its unwavering commitment to employee well-being and professional growth. The workplace culture is inclusive, supportive, and built around shared values of respect,making it an ideal environment for those who value connection as much as achievement.

What's next:

If you are ready to take your career in wealth management law to new heights while enjoying unparalleled flexibility and support, this is your moment, apply now!

Apply today by clicking on the link provided.

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