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.
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Our client, a global investment management firm, is looking to hire a Senior Fund Manager who will be responsible for setting the strategic direction of the organisation’s investment funds, ensuring strong performance, capital efficiency, and optimal risk-adjusted returns.
This role involves fund structuring, liquidity management, and investment governance, ensuring that the firm’s investment funds remain well-positioned for long-term growth. By balancing opportunity and risk, the Senior Fund Manager plays a key role in capital deployment, financial structuring, and investment decision-making, driving value for both the firm and its investors.
Responsibilities
Fund Management & Capital Deployment
- Oversee fund structuring, allocation, and capital deployment, ensuring funds align with investment mandates and liquidity needs.
- Support portfolio manager with developing strategies to optimize cost of funds (COF)
- Monitor fund performance, ensuring compliance with risk-adjusted return expectations and regulatory requirements.
- Ensure liquidity management aligns with risk appetite, maintaining stable capital availability for investment opportunities.
- Prepare and maintain investment strategy pitch books and product sheets for managed products.
Investment Risk Management & Compliance
- Implement risk control frameworks, ensuring investment strategies comply with regulatory and internal governance policies.
- Oversee fund-wide risk exposure, mitigating threats from market volatility, credit risks, and macroeconomic shifts.
- Work closely with the Chief Quant Economist (CQE) to integrate quantitative risk models, stress testing, and scenario analysis into fund management strategies.
- Supervise hedging and derivatives strategies, ensuring FX, interest rate, and credit risk exposure is actively managed.
- Lead counterparty risk assessments, ensuring all financial transactions meet due diligence and risk management standards.
Research & Market Intelligence
- Leverage macroeconomic analysis, sector research, and financial modelling to inform fund-level investment decisions.
- Collaborate with Research team to integrate market insights into fund allocation strategies.
- Monitor regulatory shifts and economic trends, ensuring investment decisions remain data-driven and forward-looking.
Portfolio Management
- Ensure portfolio allocations align with fund-level mandates, collaborating with portfolio managers on strategic adjustments.
- Provide guidance on liability-driven investment strategies, ensuring portfolio liquidity matches financial obligations.
- Monitor portfolio performance relative to fund objectives, ensuring fund-wide performance targets are met.
Trade Execution & Liquidity Management
- Oversee fund-wide trading activities, ensuring best execution practices and liquidity optimization.
- Work with portfolio managers and risk analysts to assess trade impact on fund performance.
- Ensure liquidity thresholds align with capital deployment needs and market conditions.
- Supervise trade reconciliation and settlements to ensure seamless post-trade processes and regulatory compliance.
Corporate Actions Management
- Monitor and assess the impact of corporate actions on fund allocations.
- Recommend portfolio adjustments in response to corporate actions, ensuring continued fund alignment.
- Ensure all key stakeholders are informed of relevant corporate actions.
Workflow Automation & Process Optimization
- Implement automation tools to enhance fund management efficiency and streamline processes.
- Leverage technology to improve liquidity monitoring, trade execution, and performance analytics.
- Drive process improvements to reduce inefficiencies and enhance data-driven decision-making.
Stakeholder Engagement & Investor Relations
- Support capital-raising efforts, working with business development teams to align fund structures with investor needs.
- Ensure clear and transparent investor reporting, providing performance insights and risk assessments.
Team Leadership & Development
- Mentor and develop fund management associates and analysts, fostering a high-performance investment culture.
Other Duties as Assigned
- Lead or contribute to special projects, industry partnerships, and cross-functional initiatives as required.
- Adapt to evolving business needs and support firm-wide growth objectives.
Must have skills
- Exceptional stakeholder engagement, communication, and leadership skills.
- Detail-oriented with strong organizational skills
- Collaboration, Communication, Highly Analytical and Problem-solving
- Strong leadership, analytical, and communication skills.
Qualifications
- Bachelor’s degree in Finance, Economics, Investment Management, Accounting, Mathematics, Engineering, or a related field.
- CFA, CAIA, or equivalent certification preferred.
- 8+ years of experience in fund management, asset management, or investment strategy execution.
- Expertise in fund structuring, capital deployment, and liquidity management.
- Experience in macroeconomic analysis, financial modeling, and risk-adjusted return optimization.
- Strong knowledge of counterparty risk management, due diligence, and corporate actions oversight.
- Proficiency in financial and analytical tools, including:
- Bloomberg Terminal, FactSet, Morningstar (investment research & market intelligence).
- Excel (VBA), Python, R (quantitative modelling & statistical analysis).
- Tableau, Power BI (data visualization & investment analytics).
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