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AVP of Legal - Wealth Management

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Our client is seeking a highly knowledgeable and dependable Senior AVP of Legal to join their team in Makati focusing in Wealth Management.

This role is pivotal in the fulfilment of client’s objectives through the development and documentation of structure/estate planning services, including Personal Management Trust engagements and other fiduciary services. The successful candidate will have the opportunity to work in a supportive leadership environment, where they can utilise their legal expertise to make a significant impact.

What you'll do:

As the Senior AVP of Legal, your role will be central to ensuring the fulfilment of our clients' objectives. You will be responsible for drafting, reviewing, and revising various legal documents and engagements. Your excellent understanding of trust banking laws, family code, estate succession, taxation, and related laws will be crucial in providing legal advice to other units within the Trust Group or the bank. Your ability to manage risks effectively on assigned structure accounts will ensure that potential losses are avoided or mitigated. This role offers an exciting opportunity to apply your legal expertise in a meaningful way.

  • Collaborate with internal stakeholders to ensure alignment of legal strategies with business goals.
  • Continuously assess and update account structures to remain compliant with evolving laws and regulations.
  • Draft, review, and revise legal documents, engagements, and instruments to align with customer objectives.
  • Identify and mitigate potential legal risks while optimizing opportunities within structured accounts.
  • Meet with clients to provide legal guidance and ensure structured accounts comply with regulatory requirements.
  • Oversee legal compliance and risk management for assigned accounts to minimize exposure.
  • Provide legal advice and document review support for various units within the Wealth Management Group and the bank.
  • Stay updated on industry trends, legal developments, and best practices to enhance legal support.

What you bring:

As the Senior AVP of Legal, you bring a wealth of knowledge and experience to the table. Your law degree coupled with your superior understanding of trust banking laws, family code, estate succession, taxation, and related laws sets you apart from others. Your ability to synthesize client needs into written succession plans demonstrates your commitment to delivering tailored solutions. Your excellent research skills enable you to delve deep into issues and provide comprehensive solutions. Furthermore, having passed the Philippine Bar is testament to your dedication and competence in the field.

  • Bachelor's Degree in Law (LL.B. or J.D.) and must have passed the Philippine Bar with 3-5 years PQE.
  • Deep understanding of trust banking laws, family code, estate succession, taxation, and related regulations.
  • Excellent legal drafting skills with the ability to create comprehensive and precise legal documents.
  • Exceptional communication and interpersonal skills for client engagement and collaboration with internal teams.
  • In-depth research skills to analyze and interpret complex legal matters effectively.
  • Proven ability to synthesize client needs into well-structured succession plans.
  • Strong analytical and problem-solving skills to assess legal risks and provide sound legal advice.
  • Superior attention to detail and organizational skills to manage multiple legal matters efficiently.

What sets this company apart:

Our client is renowned for its commitment towards providing top-notch services that cater specifically to their clients' needs. They foster an inclusive work environment that values every team member's contribution towards achieving shared goals. They believe in nurturing talent through continuous training opportunities which allows for personal and professional growth. Their supportive leadership style encourages open communication and collaboration, making it an ideal place to grow your career.

What's next:

Ready to take the next step in your legal career? Apply now!

Apply today by clicking on the link provided. We look forward to receiving your application.

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

Contract Type: FULL_TIME

Specialism: Legal

Focus: Private Practice

Industry: Banking

Salary: PHP185000 - PHP225000 per month + 14th, 15th, and 16th Month Pay

Workplace Type: On-site

Experience Level: Mid Management

Location: Makati

Job Reference: KHN854-D34F97CC

Date posted: 26 February 2025

Consultant: Shinta Amalia

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