WEALTH PLANNING COUNSEL

BPI (Bank of the Philippine Islands); Makati; On-site; PHP 1,200,000 - 2,400,000; Full time

Job summary

Bank of the Philippine Islands in Makati seeks a qualified wealth planning specialist to support estate planning, trusts, and related administrative services. You will discuss client needs, draft plans, and coordinate with internal teams to implement structures.

Role requires strong legal writing, research, and client communication skills, with the ability to manage multiple estates and priorities in a fast-paced banking environment.

Qualifications

• Laws, regulations, and industry practices for trust products and estate planning.
• Ability to independently manage legal research, drafting, and client matters with sound judgment.
• Excellent organizational and time management in fast-paced environments.
• Strong written and verbal communication with attention to detail.

Responsibilities

• Meet clients to discuss estate planning, trust structures, and related services.
• Prepare wealth plans, proposals, computations, and reports for implementation.
• Coordinate with internal teams to implement plans and maintain client records.
• Provide legal advisory services and draft agreements and family constitutions.
• Support sales and respond to client queries and issues related to estate planning.

Skills

Legal research

Legal drafting

Client relationship management

Interpersonal communication

Time management

Education

Law degree

Job description

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

Key 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. Accessing scanned copies of the contracts and client records to provide continued support and assistance in monitoring and maintaining the individual trust accounts. Providing legal advisory services to clients, drafting of agreements, family constitution, and other documents required to implement the client families’ estate plans. Assisting in the preparation of the necessary manuals, process flow guidelines, etc. Handling and providing guidance on deceased account matters. Creating materials and organizing teaching events for our internal and external clients. Engaging with clients to promote estate planning and provide estate planning assistance. Resolving legal issues involving individual clients. Supporting the sales team on all calls and client meetings where estate planning advice or other legal advice is required.

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 the escalationof complex issues
• Strong organizationaland time management skills with the ability to manage multiple priorities in a fast-pacedenvironment
• Strong interpersonal and stakeholder management skillswith the ability to work effectively with clients, colleagues, and stakeholdersat all levels of the organization
• Strong legal writing,research, and communication skills with keen attention to detail