Legal Counsel – Wealth Management Legal

Job Description

综合顾问（律师方向） | Ping An

The Tone:
This is a full-time role at Ping An, located in China. Ping An is a leading financial services institution providing comprehensive financial products and services, including private banking for ultra-high-net-worth clients. This role is critical for integrating advanced legal and compliance frameworks into our offerings, ensuring the seamless delivery of sophisticated wealth management and advisory services. The position plays a key part in safeguarding client interests and enhancing our reputation as a trusted partner for complex legal and financial needs.

The TL;DR
• Role: Full Time
• Type: Full-time
• Location: In-person China
• Mission: To provide strategic legal and compliance solutions for ultra-high-net-worth clients and empower private banking operations with robust legal frameworks.

What You’ll Actually Do
• Legal Architecture Design: Design strategic legal architectures and provide compliance support for ultra-high-net-worth clients concerning family wealth inheritance, cross-border investment and financing, and corporate compliance governance.
• Client Service & Management: Serve ultra-high-net-worth clients with over 30 million RMB in investable assets, deeply engaging in family office legal planning and delivering integrated “legal + financial” services in collaboration with investment advisors.
• Institutional Compliance: Assist the head office in establishing private banking legal and compliance standard operating procedures, refining client suitability management, sales scripts, and dispute resolution mechanisms.
• Policy Interpretation & Review: Lead annual legal review meetings for clients, interpreting policy changes such as CRS and FATCA.
• Resource Integration & Brand Building: Plan legal专题 reports for ultra-high-net-worth clients and support private banking high-net-worth client salons and industry summit brand activities.

The Must-Haves
• Background: Master’s degree or higher in International Business Law, Civil and Commercial Law, Economic Law, or a related field.
• Experience: Eight years or more of legal professional experience, including specific involvement in cross-border investment and financing, family trusts, or financial institution asset management business.
• Skills: Familiarity with cutting-edge fields like family offices, offshore structures, and cross-border operations; ability to deeply integrate legal tools with commercial objectives; proven experience serving ultra-high-net-worth clients and adeptness at building trust with entrepreneurs and family office decision-makers to deliver professional and practical solutions.
• Bonus: Legal professional qualification certificate preferred. Familiarity with the full process design of domestic family trusts, insurance trusts, and charitable trusts. Mastery of resources from global top law firms, private banks, and third-party service institutions, with the ability to quickly mobilize cross-border collaboration networks. Experience participating in red-chip structure establishment, US/Hong Kong stock IPO projects, or cross-border dispute resolution such as international arbitration or litigation. No severe violations, disciplinary issues, or adverse professional records.