Wealth, Trust & Legal Officer

About The Role. The Wealth Advisor, Trust & Legal is 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. Key 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 Adv