Senior Estate & Trust Planning Counsel

Bank of the Philippine Islands (BPI); Manila; On-site; PHP 1,500,000 - 2,100,000; Full time

Job summary

Bank of the Philippine Islands (BPI) Wealth is seeking a lawyer to support wealth planning, including trusts, estate planning, PMTs, family office, and related matters. You will meet clients to discuss structures, draft agreements, and coordinate with internal teams to implement plans.

Key duties include legal advisory, drafting family constitutions and documents, handling deceased account matters, preparing manuals and process guidelines, and supporting sales teams in estate planning

Qualifications

• Laws, regulations, and industry practices relating to trust products, estate planning tools, and other administrative agency services experience.
• Ability to independently manage legal research, drafting, documentation, and client matters, while appropriate judgment in escalation of complex issues.
• Strong organizational and time management skills with the ability to manage multiple priorities in a fast-paced environment.
• Strong interpersonal and stakeholder management skills with the ability to work effectively with clients, colleagues, and stakeholders at all levels of the organization.
• Strong legal writing, research, and communication skills with keen attention to detail.

Responsibilities

• Directly responsible for meeting clients to discuss estate planning, trust structures and agreements, administrative agency services, and other client queries or concerns.
• Preparing the recommended wealth plan or structure and coordinating with the other teams to implement the same.
• Preparing proposals, recommendations, computations, reports, as may be required.
• Logging information in the system or database as may be required.
• Drafting and monitoring of personal management trusts including those with additional services such as those with standing instructions, property administratorship, etc.

Skills

Estate planning

Trusts

Client advisory

Legal research

Documentation

Contracts

Family office

Regulatory compliance

Stakeholder management

Job description

Bank of the Philippine Islands (BPI) Wealth is seeking a lawyer to support wealth planning, including trusts, estate planning, PMTs, family office, and related matters. You will meet clients to discuss structures, draft agreements, and coordinate with internal teams to implement plans.

Key duties include legal advisory, drafting family constitutions and documents, handling deceased account matters, preparing manuals and process guidelines, and supporting sales teams in estate planning