Legal Counsel, Wealth Management

Overview

In this role you support Schroders Wealth Management in London, focusing on banking, treasury and lending matters. You’ll provide pragmatic legal advice to senior stakeholders, balancing regulatory and commercial considerations. You will work closely with global Wealth Management lawyers to handle cross-border financing and structured transactions. This is an opportunity to shape lending policies, risk controls and product governance within a leading asset manager. You’ll engage with senior leadership and external counsel to drive efficient, compliant solutions.

Pay / Benefits

• flexible working arrangements
• inclusive culture
• equal opportunities employer

Responsibilities

• Advising on bilateral lending transactions, including secured facilities and Lombard lending
• Drafting, reviewing and negotiating term sheets, facility agreements, guarantees, security documents, amendments, waivers and related finance documents
• Advising on the creation, perfection, priority, enforcement and release of security, coordinating external counsel where needed
• Supporting credit lifecycle activities: product structuring, approvals, refinancings, restructurings, defaults and recoveries
• Advising on liquidity arrangements, cash management, deposits, intercompany funding, repo and securities financing
• Advising on OTC derivatives and regulatory margins, collateral arrangements
• Advising on triparty collateral arrangements with major ICSDs across repo and securities financing
• Advising on bond forwards and similar markets transactions
• Structuring cross-border and multi-jurisdictional financing transactions
• Advising on balance sheet, collateral, security and pledge structures for risk mitigation and regulatory considerations
• Providing cross-border legal support for banking, treasury, lending and financial markets deals
• Supporting development of lending and treasury products, policies, precedents and processes
• Advising on banking, prudential, conduct and cross-border regulatory requirements
• Managing external counsel, especially for specialist or cross-border matters

Key requirements

• UK qualified lawyer or equivalent common-law qualification
• Strong private practice or in-house experience (minimum indicative 8 years’ PQE)
• Strong banking and finance experience with secured lending and drafting/negotiation of facility, guarantee and security docs
• Knowledge of secured lending, security packages, perfection and enforcement
• Understanding of banking and lending regulatory framework in financial services
• Experience applying a risk-based approach to legal advice in regulated environments
• Excellent written and verbal communication with senior stakeholders
• Strong analytical thinking and attention to detail
• Experience advising Treasury or financial markets teams on funding, liquidity, derivatives or securities financing (advantageous)

• excellent written and verbal communication
• credibility to advise senior stakeholders
• proactive and collaborative
• banking and finance
• secured lending documentation (facility, guarantees, security)
• Lombard lending (advantageous)

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