Verified 4 days ago
Private Banking Group Legal & Wealth Management Advisory Legal, Associate, Attorney
About the role
Private Banking Group Legal & Wealth Management Advisory Legal team provides legal counsel for private banking products, ensuring regulatory compliance and risk mitigation. The Associate reviews Powers of Attorney, conducts legal research, and prepares risk assessments to support lending and client transactions. Based in Mumbai, India, this role operates on-site at the offshore Legal and Compliance Department.
What you’ll do
- Review and analyze Powers of Attorney for client accounts
- Provide legal guidance on POA matters to branch personnel
- Conduct legal research and summarize agent powers
- Perform due diligence on trusts, LLCs, and partnerships
- Assess borrowing and asset pledge authority and related risks
- Prepare legal analyses, worksheets, and risk assessments for transactions
- Review Private Banking marketing materials for compliance
- Collaborate with Legal, Compliance, Product, Marketing, and Business stakeholders
What you’ll bring
- LLB degree
- 2+ years post‑qualification legal experience
- Proficiency with MS Office
- Knowledge of legal documents and terminology
- Strong analytical and problem‑solving skills
- Excellent written and verbal English communication
- Experience in stakeholder management
- Ability to work independently under pressure