Jobs
>
Nairobi

    Legal Associate – Private wealth at - Nairobi, Kenya - Andersen

    Andersen
    Andersen Nairobi, Kenya

    6 days ago

    Default job background
    Full time
    Description

    Andersen in Kenya is a member of Andersen Global, an international association of member firms with more than 3,500 professionals worldwide, nearly 500 global partners and a presence in over 111 locations through its member firms and collaborating firms.

    The professionals of Andersen Global all over offices in the world share a common background and a vision. We value open communication, information sharing and inclusive decision making.
    Legal Associate Role

    Provide guidance on wealth preservation, tax optimization, and asset protection strategies.

    Draft wills, trust deeds, POAs, and other estate planning documents to ensure the orderly transfer of assets upon death.

    Advise clients on strategies to optimize trust structures taxes and navigate complex probate processes.
    Assist with the establishment of charitable trusts, family foundations, and other philanthropic vehicles.

    Counsel business owners and high-networth individuals on succession planning strategies to facilitate the smooth transition of wealth and assets to future generations.

    Draft shareholder agreements, buy-sell agreements, and other business succession documents.
    Address complex issues related to family businesses, including governance structures and conflict resolution.
    Advise clients on asset protection strategies to shield wealth from potential creditors, lawsuits, and other liabilities.
    Structure asset ownership and implement legal mechanisms, such as trusts and limited liability entities, to safeguard assets.
    Provide ongoing monitoring and review of asset protection strategies to ensure continued effectiveness.

    Guide trustees and fiduciaries on their legal obligations and duties in relation to the administration of trusts, including asset management, distribution policies &decisions, and compliance with legal obligations.

    Guide on appropriate disputes and conflicts resolutions mechanisms among trust beneficiaries or between trustees and beneficiaries.
    Ensure proper documentation and recordkeeping to maintain the integrity of trust arrangements.

    Stay abreast of changes in tax laws, estate planning regulations, and fiduciary standards to ensure compliance and mitigate legal risks.

    Conduct periodic reviews of clients' wealth management plans to identify potential issues and recommend adjustments as needed.
    Provide legal guidance on matters such as charitable giving, retirement planning, and insurance planning.
    Cultivate strong, long-term relationships with clients based on trust, integrity, and professionalism.
    Serve as a trusted advisor and resource for clients, addressing their concerns and objectives with empathy and discretion.
    Collaborate with other professionals, such as financial advisors, accountants, and investment managers, to deliver comprehensive wealth management solutions.

    Basic Qualifications

    Minimum of 2 years' experience as a Legal Associate in a Law firm.
    Member of the Law Society of Kenya (LSK).
    Must be an Advocate of the High Court.
    Bachelor of Law and/or similar qualification in other related fields.
    Ability to convey complex legal concepts in a clear and understandable manner to clients.
    Proficient in Time Management and Organization: Ability to handle multiple client cases, meet deadlines, and maintain meticulous records.
    Flexibility in adapting to evolving legal landscapes and client needs.

    Strong teamwork skills:
    Capable of working effectively with colleagues across disciplines to provide holistic wealth management solutions
  • Dry Associates Limited Investment

    Legal Officer at

    5 days ago

    Dry Associates Limited Investment Nairobi, Kenya Full time

    Dry Associates is the largest issuer of Commercial Paper & Corporate Bonds in East Africa Private Wealth Management includes managing onshore and offshore assets through individualized portfolio structuring · Position Overview: · The Legal Officer plays a pivotal role as corporat ...

  • Actserv

    Independent Financial Advisors at

    1 day ago

    Actserv Nairobi, Kenya Full time

    ACTSERV is an actuarial consulting firm with over two decades of business visibility. Having grown in scale and market share, we strive to improve on our service offering by embarking on adaptive technology that delivers cutting edge solutions. This allows us to walk with client ...

  • Kabarak University

    Digital Communications Intern at

    1 week ago

    Kabarak University Nairobi, Kenya Full time

    Kabarak University is a private Chartered institution of higher learning that provides holistic Christian-based quality education, training, research and outreach activities for the service of God and humanity. · Key Responsibilities · Assist in managing customer/user inquiries ...

  • KCB Group

    Senior Manager Advisory, Debt Markets

    3 days ago

    KCB Group Nairobi, Kenya Full time

    ABOUT THE COMPANY · KCB Bank Group is East and Central Africa's oldest and largest commercial banking and has through its history set new records becoming the No.1 Bank in the region. · JOB SUMMARY · The Person:A bachelor's degree from any recognized University.Master's Degree, C ...

  • KCB Group

    Senior Manager Advisory, Debt Markets

    1 week ago

    KCB Group Nairobi, Kenya Full time

    ABOUT THE COMPANY · KCB Bank Group is East and Central Africa's oldest and largest commercial banking and has through its history set new records becoming the No.1 Bank in the region. · JOB SUMMARY · The Person:A bachelor's degree from any recognized University.Master's Degree, C ...

  • Standard Chartered Bank Kenya

    Senior Relationship Manager

    4 days ago

    Standard Chartered Bank Kenya Nairobi, Kenya Full time

    Standard Chartered Kenya, whose official name is Standard Chartered Bank Kenya Limited, but is sometimes referred to as Stanchart Kenya, is a commercial bank in Kenya. · The Role Responsibilities · This is an individual contributor role with responsibility to Acquire New to Bank ...

  • Dry Associates

    Investment Sales Executive

    1 week ago

    Dry Associates Nairobi, Kenya Full time

    ABOUT THE COMPANY · Dry Associates was established in 1994. Over the past two decades, the Company has developed particular expertise in Corporate Finance and Private Wealth Management. · In Corporate Finance, Dry Associates has a reputation for raising capital that puts corporat ...

  • Dry Associates Limited Investment

    Investment Executive at

    1 week ago

    Dry Associates Limited Investment Nairobi, Kenya Full time

    Dry Associates is the largest issuer of Commercial Paper & Corporate Bonds in East Africa Private Wealth Management includes managing onshore and offshore assets through individualized portfolio structuring · Job Brief: · Contacting decision makers of high-profile companies/or i ...

  • KEPSA

    Communications Lead

    1 week ago

    KEPSA Nairobi, Kenya Full time

    ABOUT THE COMPANY · Kenya Private Sector Alliance is the apex body for private sector in Kenya. KEPSA brings together local and foreign business associations, federations, chambers of commerce, professional bodies, corporates including multinationals, large and medium-sized corpo ...

  • Standard Bank Group

    Manager, Business Development

    1 week ago

    Standard Bank Group Nairobi, Kenya Full time

    Standard Bank Group is the largest African banking group by assets offering a full range of banking and related financial services. "Africa is our home, we drive her growth" Our vision is to be the leading financial services organisation in, for and across Africa, delivering exce ...

  • Black Pen Recruitment

    Relocate to Malta D365 CE Lead Functional Consultant

    2 days ago

    Black Pen Recruitment Nairobi, Kenya

    Our client is a Microsoft Gold Partner and leader in Microsoft software implementations for medium to large organisations, providing their clients with the ability to keep up with the ever-changing digital world by implementing Microsofts M365, Azure, Microsofts Enterprise Resour ...

  • Standard Bank Group

    Manager, Relationship, Private Banking

    2 weeks ago

    Standard Bank Group Nairobi, Kenya Full time

    Standard Bank Group is the largest African banking group by assets offering a full range of banking and related financial services. "Africa is our home, we drive her growth" Our vision is to be the leading financial services organisation in, for and across Africa, delivering exce ...

  • Black Pen Recruitment

    Relocate to Malta Azure Technical Architect

    2 days ago

    Black Pen Recruitment Nairobi, Kenya

    Our clients Microsoft Business Solutions team is a Microsoft Gold Partner and leader in Microsoft software implementations for medium to large organisations, providing their clients with the ability to keep up with the ever-changing digital world by implementing Microsofts M365, ...

  • Black Pen Recruitment

    Relocate to Malta D365 F&O Principal Consultant

    2 days ago

    Black Pen Recruitment Nairobi, Kenya

    Our clients Microsoft Business Solutions team is a Microsoft Gold Partner and leader in Microsoft software implementations for medium to large organisations, providing their clients with the ability to keep up with the ever-changing digital world by implementing Microsofts M365, ...

  • SBM Bank

    Senior Relationship Manager, Elite

    2 days ago

    SBM Bank Nairobi, Kenya Full time

    ABOUT THE COMPANY · Now present in Kenya, SBM Bank (Kenya) Limited reaches out to more customers' needs through its 10 branches in the country, namely 6 in Nairobi and 4 in Mombasa. Through this acquisition, SBM Group now has its footprint on the African continent. · SBM, a growi ...

  • Sidian Bank

    Relationship Officer- Government

    1 week ago

    Sidian Bank Nairobi, Kenya Full time

    At Sidian Bank, we recognize the significant accountability and inherent risks that an entrepreneur takes to make his ideas and dreams a reality. It is for this reason that our mission is to empower entrepreneurs to create wealth through provision of transformational financial so ...

  • SBM Bank

    Senior Relationship Manager, Elite

    2 days ago

    SBM Bank Nairobi, Kenya Full time

    SBM Bank Kenya is a leading and trusted financial institution with an international footprint, headquartered in Mauritius and positioned to offer an unprecedented banking experience in Kenya to niche Retail, SME and corporate clients · JOB SUMMARY: · The job holder is responsible ...