Trust Lawyer

1 week ago

Mumbai, India Amicorp Group Full time

Amicorp has a vacancy for a Senior Account Manager (Trust Services), the role will require the individual to manage a trust portfolio in line with international trust concepts and ensuring trusts and entities are compliant with all relevant regulations; while being ultimately responsible for all legal, regulatory and administrative trust matters for the portfolio under management.


Requirements:

  • Relevant Bachelor Degree and other relevant professional Trust related qualifications
  • STEP qualification in trust and tax would be highly advantageous
  • At least 10 years of experience working with trust/ estate law, ideally with a business in a similar industry.
  • Strong commercial mindset, takes initiative, positive and proactive, dedicated, focused and revenue and target driven.
  • Excellent organizational, interpersonal and communication skills.
  • Excellent client facing skills. Well-developed spoken and written communication skills and the ability to tailor style to relevant audiences, and successfully liaise with people at different levels.
  • Excellent English language fluency; additional languages preferred.


Responsibilities:

  • Manage a portfolio of Trusts and Corporate entities. Produce all necessary legal documents required for managing day to day matters of Trusts and Corporate entities (e.g. letters, trustee resolutions, deeds of amendments, etc.). Be responsible for managing the relationship, legal, administrative and banking matters of a portfolio of trusts and companies in accordance with applicable legislation and internal procedures.
  • Conduct regular reviews of each entity in the portfolio through liaising effectively with clients, trustees, intermediaries and legal counsel, and processing request and servicing the client in a responsible professional and efficient manner
  • Ultimately responsible for the quality of the client files. Responsible for all legal, regulatory and trust matters for portfolio under management. (i.e. Review trust related documents and ensure that subsequent to the establishment of a trust, all required documents and agreements are prepared and proper physical and electronic files are completed).
  • Legal research and analysis for structuring different variations of the Trusts and Commercial entities currently offered by the office. Provide pragmatic solutions and legal analysis for implementing trust and commercial structures (problem solver in transfer-in, problems with beneficiaries, weak deeds, special requests, international tax matters, keeping in mind the Group business goals. Obtain all necessary reviews and opinions in order to obtain feasibility and legality.
  • Manage client relationships, operational risk, service level agreements and coordination of client
  • deliverable, always ensuring that the client operates within the relevant legal/regulatory framework.
  • Develop, maintain and expand voice and face contact with clients and the intermediaries working for target clients, especially high net worth individuals/ families; and ensure that all stakeholders are serviced well.
  • Ensure adherence to and ongoing analysis of Amicorp’s 4-Pillar approach in particular compliance, legal and corporate services, transaction monitoring and tax and transparency.
  • Achieve financial chargeability targets, ensure effective monitoring of transactions, handle pricing, invoicing and solve payment issues and collection of invoice and outstanding fees for the portfolio of clients.
  • Anticipate and manage the impact of any emerging regulatory, taxation or legal changes and ensure compliance related risk addressed on behalf of the client.
  • Support the Local Management Team, Client Acceptance Committee (“CAC”) and Compliance to find commercial solutions to onboarding and on-going client administration/service as appointed member of the CAC.
  • Ensure that “Know Your Customer” rules are adhered to and that client operates within the framework.
  • Comply with all internal procedures regarding the correct use of automated programs for recording all required client and company data. Maintain up-to-date local office policies and procedures in alignment with local regulations and requirements.
  • Act as a trusted advisor to the client and adhere to the regular client contact/ communication guidelines set by the Company, aimed at building personal and long-term relationship with the clients.
  • Promote Amicorp in specialized round tables and prepare articles for publishing in internal and external publications.
  • Promote (new) products and services and grow the portfolio from existing clients as well as achieve referrals to new clients.
  • Support the marketing and sales as well as provide training to different offices within the Group, if required. Prepare client proposals and help close the sales in accordance with Amicorp’s policies and guidelines.


OTHER DUTIES

  • Undertake the role of director, trustee, nominee, manager, partner, secretary, authorized signatory or any related position in internal entities or client entities of Amicorp Group, where necessary and required by the Management.
  • Undertake such other duties, related to the position, as may from time to time be agreed with
  • Management.

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