WEALTH PLANNING COUNSEL

Bank of the Philippine Islands (BPI); Manila; On-site; PHP 900,000 - 1,500,000; Full time

Job summary

Bank of the Philippine Islands (BPI) Wealth seeks a dedicated professional to support its wealth planning business, including individual trusts, estate planning, PMTs, family office, and related matters.

You will meet clients to discuss estate plans and trust structures, prepare wealth plans, and coordinate implementation with internal teams. Strong legal writing, research, and client service are essential in a fast-paced Manila environment.

Qualifications

• Knowledge of laws, regulations, and industry practices related to trust products and estate planning tools.
• Ability to independently conduct legal research, drafting, documentation, and client matters with sound judgment in escalation.
• Strong organizational and time management skills to handle multiple priorities in a fast-paced environment.
• Excellent interpersonal and stakeholder management skills for collaboration with clients and colleagues at all levels.
• Strong legal writing, research, and communication skills with meticulous attention to detail.

Responsibilities

• Meet clients to discuss estate planning, trust structures and agreements, and other client queries; prepare recommended wealth plans and coordinate implementation with other teams.
• Prepare proposals, recommendations, computations, reports; log information in the system; draft and monitor personal management trusts and related services.
• Provide legal advisory services to clients, draft agreements and family constitutions; assist in manuals and process guidelines; guide deceased account matters; support sales in client meetings and calls.

Skills

Legal knowledge

Trust & estate planning

Legal research & drafting

Client advisory & communication

Organization & time management

Job description

Job Summary

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.

Job Summary

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 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