Posted By

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HR

HR at Amicorp Management India pvt. Ltd.

Last Login: 20 August 2024

Job Views:  
212
Applications:  33
Recruiter Actions:  6

Posted in

Legal

Job Code

1427491

Amicorp Management - Trust Legal Manager

8 - 12 Years.Mumbai
Posted 2 months ago
Posted 2 months ago

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. Responsible for communicating with clients and relevant authorities to ensure compliance with appropriate legislation.

Primary Duties & 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.

- 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.

- 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.

Candidate Profile:-

- Relevant bachelor's degree in Legal 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.

- Good understanding of key financial services and industry related legislation.

- Strong commercial mindset, takes initiative, positive and proactive, dedicated, focused and revenue and target driven.

- 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

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Posted By

user_img

HR

HR at Amicorp Management India pvt. Ltd.

Last Login: 20 August 2024

Job Views:  
212
Applications:  33
Recruiter Actions:  6

Posted in

Legal

Job Code

1427491

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