Wealth Advisor, Trust & Legal at The People Practice

Our client, a global investment management firm, is looking to hire a Wealth Advisor, Trust & Legal who will be responsible for providing comprehensive advisory services to high-net-worth individuals and families on wealth management, trust structures, estate planning, and legal considerations.

The role combines financial advisory expertise with legal and fiduciary oversight to support clients in preserving, growing, and transferring wealth across generations while ensuring compliance with relevant laws and regulations.

You will report to the SVP, Wealth Management.

Responsibilities

Wealth Advisory

• Provide strategic advice to clients on wealth preservation, investment structuring, and financial planning.
• Develop tailored wealth strategies aligned with clients’ financial goals, risk appetite, and family objectives.
• Work closely with investment teams, tax advisors, and external professionals to implement wealth strategies.

Trust & Estate Planning

• Advise high-net-worth individuals and families on estate planning strategies, including wills, trusts, and succession structures to ensure effective wealth transfer across generations.
• Design and implement trust structures (revocable, irrevocable, discretionary, family trusts, and foundations) aligned with clients’ wealth preservation objectives.
• Provide guidance on intergenerational wealth transfer, family governance, and legacy planning.
• Review and interpret trust deeds, wills, powers of attorney, and estate planning documentation to ensure they align with client objectives and legal requirements.
• Coordinate the establishment and administration of trusts, including trustee appointments, beneficiary structures, and reporting obligations.
• Work closely with tax advisors, legal counsel, and financial planners to ensure estate structures are tax-efficient and compliant with relevant regulations.
• Advise clients on probate processes, estate administration, and asset distribution following the passing of a settlor or principal.
• Conduct periodic reviews of estate plans and trust structures to ensure they remain aligned with changes in laws, family circumstances, and financial objectives.
• Develop family governance frameworks, including family constitutions, wealth charters, and succession planning policies.
• Provide advisory support on charitable giving structures, including philanthropic trusts and foundations.
• Ensure all trust and estate planning activities comply with fiduciary responsibilities, regulatory standards, and best practices.
• Prepare or review documentation required for trust formation, amendments, and beneficiary changes.
• Advise clients on asset protection strategies through trust and legal structuring.

Legal & Regulatory Advisory

• Provide guidance on legal and regulatory matters affecting wealth structures, trusts, and estates.
• Review legal documentation including trust deeds, wills, shareholder agreements, and governance documents.
• Ensure compliance with local and international legal frameworks related to trusts, estates, and fiduciary services.

Tax Advisory

• Advise clients on tax-efficient wealth structuring and estate planning strategies.
• Assess the tax implications of trust structures, inheritance planning, asset transfers, and investment holdings.
• Collaborate with tax professionals to develop strategies that minimize tax exposure while ensuring regulatory compliance.
• Monitor changes in tax laws and regulations impacting trusts, estates, and high-net-worth individuals.
• Support tax planning related to gifts, inheritance, and philanthropic giving.

Client Relationship Management

• Serve as a trusted advisor to high-net-worth clients and family offices.
• Build and maintain long-term relationships with clients and key stakeholders.
• Lead client meetings to discuss wealth planning strategies and updates.

Risk & Compliance

• Ensure all client structures and transactions comply with regulatory requirements.
• Conduct periodic reviews of client trust structures and estate plans.
• Maintain strict confidentiality and adhere to fiduciary obligations.

Must have skills

• Trust & Estate Structuring
• Legal Documentation & Review
• Tax & Regulatory Knowledge
• Fiduciary Administration, Wealth Planning & Structuring
• Risk & Compliance Management
• Portfolio Strategy & Asset Allocation
• Alternative Investments, Capital Markets Knowledge & Investment Risk Assessment
• nvestment Performance Monitoring & Investment Structuring for Wealth Preservation
• Financial Data Analysis Tools
• Wealth Management Platforms
• Client Relationship Management Software, Document & Case Management Systems
• Digital Compliance & Record-Keeping, Data Security & Confidentiality Practices

Qualifications

• Bachelor’s degree in Law, Finance, Economics, or a related field.
• Professional legal qualification (LL.B / BL) or relevant certifications in wealth management or trust administration preferred.
• 5–10 years of experience in wealth management, private banking, trust services, legal advisory, or family office management.
• Strong knowledge of trust law, estate planning, tax considerations, and fiduciary responsibilities.
• Experience working with high-net-worth individuals and families.