Wealth Advisor, Trust & Legal

Reports to: Head, Client Engagement

Our client is hiring a Wealth Advisor, Trust and Legal to deliver integrated wealth advisory solutions to high-net-worth individuals, families, and family offices. The role reports to the Head of Client Engagement.

Responsibilities

• Develop bespoke wealth management strategies aligned with client goals, risk tolerance, and legacy objectives
• Advise on wealth preservation, asset protection, and diversification
• Design and implement trust structures (discretionary, family, irrevocable, foundations) Advise on estate planning tools including wills, powers of attorney, and succession plans
• Support intergenerational wealth transfer and continuity planning
• Review and interpret trust deeds, shareholder agreements, family constitutions, and estate documentation
• Guide clients through probate and estate administration
• Advise on tax-efficient structures for wealth preservation and cross-border holdings
• Monitor tax law changes and adjust client strategies accordingly
• Build and manage long-term relationships with HNWIs and family offices
• Develop family governance frameworks and succession planning structures
• Advise on philanthropic structures, including charitable trusts and foundations
• Ensure all structures comply with local and international regulatory and fiduciary standards
• Prepare and review documentation for trust formation, amendments, beneficiary changes, and legal filings

Requirements

• Bachelor's degree in Law, Finance, Economics, or a related field
• Legal qualification (LL.B / BL) or relevant certifications in wealth or trust management preferred
• 5–10 years in wealth management, private banking, legal advisory, or trust services
• Strong knowledge of trust law, estate planning, tax frameworks, and fiduciary responsibilities
• Experience working with high-net-worth individuals and complex family structures
• Discretion, strong judgement, and the ability to translate complex legal and financial concepts into clear client insights

Remuneration: Competitive (Negotiable)

Qualified and interested candidates should send their CV via this mail mohammed.saidu@maxystuff.com

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