Key Responsibilities

Support the development, implementation, maintenance, and enhancement of the Wealth Planning Solutions Hub's resources, databases, templates, and knowledge repositories.
Maintain and update legal templates, standard documentation, precedents, and internal resource materials, ensuring alignment with business requirements and regulatory developments.
Develop and maintain pitchbooks, product guides, factsheets, frameworks, flowcharts, training materials, and other business support resources.
Identify opportunities to enhance existing legal precedents, frameworks, and documentation, while supporting the development of new templates and resources.
Assist in the assessment, onboarding, and implementation of complex wealth planning structures and transactions across multiple jurisdictions.
Support wealth planning solutions involving trusts, family offices, insurance structures, philanthropic vehicles, variable capital companies (VCCs), and other fiduciary arrangements.
Liaise with external legal counsel, tax advisors, and professional service providers on wealth planning matters and strategic initiatives.
Support the review and analysis of legal and tax opinions relevant to wealth planning structures and transactions.
Assist in organizing and coordinating training sessions, workshops, and knowledge-sharing initiatives for Relationship Managers, Wealth Planners, and Trust Managers.
Monitor legal, tax, regulatory, and industry developments across key markets and prepare updates, briefing papers, factsheets, and wealth planning publications for internal stakeholders.
Support strategic projects and business initiatives led by the Head of WPSH, including project coordination, implementation tracking, status reporting, and stakeholder management.
Drive the adoption of AI, GenAI, and Agentic AI solutions within the Wealth Planning Solutions Hub to improve productivity, knowledge management, and operational efficiency.
Support innovation initiatives involving AI tools, automation opportunities, and digital transformation projects within the wealth planning function.

Requirements

Bachelor's Degree in Law, Accounting, Taxation, Finance, Business, Economics, or a related discipline.
Minimum 3 to 7 years of experience within Private Banking, Wealth Management, Trust Services or any related field.
Familiarity with wealth planning structures and solutions, including trusts, family offices, insurance structures, philanthropic entities, and succession planning arrangements.
Practical experience in leveraging Generative AI (GenAI), Agentic AI, and AI-enabled productivity tools.
Experience managing resource repositories, knowledge management platforms, databases, or documentation frameworks.
Excellent project coordination and stakeholder management skills with the ability to manage multiple initiatives simultaneously.

Interested candidates may send in their resume and cover letter directly to [HIDDEN TEXT] (R1434374), stating the position as the subject title in the email.

Jireli Gem Mejia Cabria | EA License No. 02C3423 | Personnel Registration No. R1434374

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Projects Assistant Manager, Wealth Planning Solutions | Contract | Bank