This position is primarily responsible for the legal requirements of the wealth planning business of BPI Wealth, which include individual trusts and estate planning, PMTs, family office, and other individual matters.

Directly responsible for 3.1.1 drafting and monitoring of personal management trusts including those with additional services such as those with standing instructions, property administratorships, etc., as well as Administrative Agency Accounts and other products of the unit 3.1.2 leading the marketing efforts of the Family Office 3.1.3 developing processes, policies, systems, business plans, pricing for the unit 3.1.4 monitoring performance, budget, targets 3.1.5 assisting with the tax structuring transactions and asset holdings 3.1.6 meeting clients to discuss estate planning, trust structures and agreements, administrative agency services, and other client queries or concerns 3.1.7 preparing the recommended wealth plan or structure and coordinating with the other teams to implement the same 3.1.8 preparing proposals, recommendations, computations, reports, as may be required 3.1.9 logging information in the system or database as may be required 3.1.10 drafting and monitoring of personal management trusts including those with additional services such as those with standing instructions, property administratorships, etc. 3.1.11 accessing scanned copies of the contracts and client records to provide continued support and assistance in monitoring and maintaining the individual trust accounts 3.1.12 providing legal and tax advisory services to clients, drafting of agreements, family constitution, and other documents required to implement the client families’ estate plans 3.1.13 assisting in the preparation of the necessary manuals, process flow guidelines, etc. 3.1.14 handling and providing guidance on deceased account matters 3.1.15 creating materials and organizing teaching events for our internal and external clients 3.1.16 engaging with clients to promote estate planning and provide estate planning assistance 3.1.17 resolving legal and tax issues involving individual clients and their companies, if any 3.1.18 supporting the sales team on all calls and client meetings where estate planning advice or other legal advice is required