Trust Advisor - Estate Planning (Legal Background)

A leading private banking institution is seeking a licensed lawyer to join its Trust and Estate Planning team. This role focuses on advising high-net-worth clients on estate planning, trust structures, and wealth succession strategies, helping them preserve and transfer wealth across generations. The position offers a unique opportunity to combine legal expertise with client advisory work in a dynamic and highly collaborative environment.

A prestigious private bank is seeking a Trust Advisor to join their esteemed team in Manila. This role offers you the unique opportunity to leverage your legal expertise and interpersonal skills to guide high-net-worth clients through estate planning and trust structures. As a Trust Advisor, you will be at the forefront of providing tailored financial solutions, ensuring that clients legacies are preserved and their families futures are secured. The organisation is renowned for its supportive leadership, inclusive culture, and commitment to professional development, making it an ideal environment for those who value collaboration and growth. Flexible working opportunities and ongoing training are integral to the companys ethos, allowing you to thrive both personally and professionally while making a meaningful impact on clients lives.

• Join a respected private bank in Makati with a strong reputation for nurturing talent and fostering a collaborative work environment where your contributions are valued.
• Utilise your legal background to recommend bespoke estate planning structures, helping clients secure their assets and plan for future generations with confidence.
• Benefit from flexible working arrangements, continuous training opportunities, and supportive leadership dedicated to your professional growth and well-being.

What youll do:

As a Trust Advisor based in Manila, you will play a pivotal role in shaping the financial futures of private bank clients by recommending estate planning structures that safeguard their assets. Your day-to-day responsibilities will involve engaging directly with clients to understand their individual needs, collaborating with various professionals within the bank to develop holistic solutions, and staying abreast of legal developments affecting trusts and estates. Success in this role requires not only technical proficiency as a licensed lawyer but also exceptional interpersonal skills that foster trust and rapport. You will be instrumental in guiding clients through complex decisions with clarity and compassion while contributing actively to a supportive team environment. The position offers ample opportunities for professional development through regular training sessions and encourages knowledge sharing among peers. By joining this organisation as a Trust Advisor, you will have the chance to make a lasting impact on clients lives while advancing your own career within an inclusive setting.

• Provide expert advice on estate planning structures to potential private bank clients, ensuring their needs are met with sensitivity and professionalism.
• Build trusting relationships with clients by understanding their unique circumstances and offering tailored trust solutions that align with their goals.
• Collaborate closely with internal teams including relationship managers, wealth advisors, and legal specialists to deliver comprehensive financial strategies.
• Conduct thorough reviews of client portfolios, identifying opportunities for trust services that enhance asset protection and succession planning.
• Stay updated on relevant laws, regulations, and industry best practices to ensure compliance and optimal outcomes for clients.
• Prepare detailed proposals and presentations outlining recommended estate planning structures, clearly communicating complex concepts in an accessible manner.
• Support clients throughout the onboarding process for trust accounts, guiding them step-by-step with empathy and attention to detail.
• Maintain accurate records of client interactions, recommendations, and transactions in accordance with regulatory requirements.
• Participate in ongoing training sessions and knowledge-sharing initiatives within the organisation to continually enhance your expertise.
• Contribute to a positive team atmosphere by sharing insights, supporting colleagues, and promoting an inclusive workplace culture.

What you bring:

The ideal candidate for the Trust Advisor position brings proven legal expertise as a licensed lawyer combined with practical experience advising on estate planning structures. Your ability to connect with clients on an emotional level sets you you approach each interaction with empathy, patience, and respect for individual circumstances. You excel at translating complex legal jargon into accessible language that empowers clients to make informed decisions about their financial futures. Your organisational skills ensure that every case receives careful attention while your collaborative spirit strengthens relationships across departments. Whether youre presenting proposals or participating in training sessions, your commitment to continuous improvement shines through. You thrive in environments where teamwork is valued, knowledge is shared freely, and everyones voice is heard. By bringing these qualities as a Trust Advisor, you will help create an atmosphere where both clients and colleagues feel supportedmaking this role not just professionally rewarding but personally fulfilling.

• Mandatory: You must hold a valid licence as a lawyer in the Philippines, demonstrating comprehensive knowledge of local laws related to trusts and estates.
• Mandatory: Proven experience advising on estate planning structures or similar legal frameworks within financial services or private banking environments.
• Mandatory: Exceptional communication skills enabling you to explain complex legal concepts clearly and empathetically to clients from diverse backgrounds.
• Mandatory: Strong organisational abilities allowing you to manage multiple client cases simultaneously while maintaining meticulous records.
• Nice to have: Familiarity with wealth management products or previous exposure to private banking operations enhances your ability to provide integrated solutions.
• Nice to have: Experience working collaboratively within multidisciplinary teams fosters effective problem-solving and ensures seamless service delivery.
• Nice to have: Commitment to ongoing learning demonstrated by participation in training programmes or pursuit of additional certifications relevant to trusts or estate law.
• Nice to have: Sensitivity towards client needs coupled with genuine empathy enables you to build lasting relationships based on trust and understanding.
• Nice to have: Proficiency in preparing persuasive presentations or written proposals supports your ability to communicate recommendations effectively.
• Nice to have: A passion for sharing knowledge contributes positively to team dynamics and promotes an inclusive workplace culture.

What sets this company apart:

A leading financial services institution that provides wealth management, advisory, and fiduciary solutions to a sophisticated client base. The organization is recognized for delivering personalized financial strategies and long-term wealth preservation solutions.

Whats next:

If youre ready to use your legal expertise in estate planning within an inclusive private banking environment that values collaboration and growththis is your moment!

Apply today by clicking on the link provided take the next step towards joining a supportive team dedicated to making a difference.

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