WHAT DOES A LEGAL ADVISOR DO?
Published: Jan 28, 2026 - The Legal Advisor supports daily commercial operations by drafting, reviewing, and negotiating contracts to advance strategic business objectives while mitigating legal and regulatory risks. This role involves providing legal strategy input, assisting senior legal leadership on complex commercial matters, managing intellectual property issues, and supporting dispute resolution. The Advisor also liaises with stakeholders, maintains ethical legal processes, and enhances departmental efficiencies through improved contract management practices.

A Review of Professional Skills and Functions for Legal Advisor
1. Legal Advisor Duties
- Contract Drafting: Draft various types of contracts in cooperation with internal stakeholders.
- Contract Negotiation: Review and negotiate contracts with external companies and legal advisers.
- National Legal Matters: Work independently on national legal matters.
- International Legal Matters: Work independently on international legal matters.
- Legal Risk Identification: Identify legal risks affecting business activities.
- Commercial Risk Assessment: Assess entrepreneurial and commercial risks.
- Data Privacy Advisory: Advise stakeholders on data privacy matters.
- IP and Commercial Law: Advise stakeholders on intellectual property and commercial law issues.
- Training Material Development: Create training materials on legal and compliance topics.
- Compliance Training Delivery: Deliver internal conduct and compliance training sessions.
- Legal Process Development: Expand, update, and draft internal legal processes and documentation.
2. Legal Advisor Details
- Legal Advisory: Provide professional legal advice and opinions to management.
- Legal Assessment: Assess legal issues impacting company operations and strategy.
- Asset Protection: Protect company assets and interests efficiently.
- Litigation Action: Take appropriate legal actions to address claims and lawsuits.
- Litigation Management: Manage existing litigation matters effectively.
- Dispute Resolution: Settle claims and disputes through proper legal procedures.
- Legal Defense: Defend company interests in contentious matters.
- Dispute Advisory: Provide ongoing legal opinions related to disputes and claims.
- Risk Guidance: Support management with risk-aware legal guidance.
3. Legal Advisor Responsibilities
- Wealth Planning Meetings: Conduct wealth planning meetings with clients.
- Wealth Memorandums: Prepare detailed wealth planning memorandums.
- Inheritance Advisory: Advise clients on legal matters related to inheritance and gifts.
- Matrimonial Advisory: Guide matrimonial rights and generational wealth transfers.
- Real Estate Advisory: Advise on the sale or rental of real estate and condominiums.
- Company Establishment: Support clients in the establishment of companies and trusts.
- Legal Documentation: Prepare legal documentation to support client wealth planning strategies.
- Tax Consequence Advisory: Inform clients about potential tax consequences associated with their wealth planning decisions.
- Client Acquisition Support: Support sales directors in new client acquisition initiatives.
- Client Relationship Support: Assist private bankers in developing and maintaining long-term client relationships.
- Client Event Participation: Participate in client events as a speaker and presenter on relevant legal and financial topics.
- Cross-Border Collaboration: Collaborate with the private banking legal team on cross-border client matters.
4. Legal Advisor Accountabilities
- Project Legal Support: Provide legal advice to support projects initiated by the Strategy and Development team.
- Product Legal Lead: Lead legal support for product development initiatives.
- Documentation Control: Ensure Canary documentation remains accurate and complete.
- Legal Coordination: Coordinate the specialist legal team’s input into the New Product Development process.
- Contracting Management: Manage Enterprise contracting models for the sale of products and solutions.
- M&A Support: Support Group Enterprise acquisitions and disposals.
- Contract Drafting: Create contract templates for customers, carriers, and inter-company arrangements.
- Operating Model: Maintain and update the contracting operating model.
- Legislative Assessment: Assess legal implications of legislative changes affecting product development.
- Regulatory Advisory: Advise the Product Development team on regulatory and legal impact.
5. Legal Advisor Functions
- Multi-Jurisdiction Agreements: Guide navigating product agreements across multiple jurisdictions.
- Cross-Border Negotiations: Advise on cross-border negotiations with developers in foreign countries.
- Contract Interpretation: Interpret contractual requirements applicable in diverse legal frameworks.
- Charity Establishment: Guide on establishing charities and non-profit organizations in different regions.
- Fundraising Compliance: Advise on compliance with global fundraising and solicitation regulations.
- International Regulation Insight: Provide insight on international regulatory issues impacting charitable operations.
- Non-Profit Structuring: Guide organizational structuring for non-profits with international affiliates and partners.
- Global Governance Support: Support governance and operational consistency across various jurisdictions.
6. Legal Advisor Overview
- Legal Advisory: Provide legal advisory services to support business operations.
- Contract Drafting: Draft commercial agreements related to sales and purchases.
- Contract Review: Review contracts for business projects, trading, manufacturing, and services.
- Commercial Advisory: Recommend commercial terms to protect business interests.
- Contract Negotiation: Negotiate contractual provisions.
- Legal Information: Manage legal information across the organization.
- Stakeholder Communication: Communicate timely updates on legal matters to relevant stakeholders.
- Risk Coordination: Coordinate with internal departments to assess legal risks.
- Risk Mitigation: Determine appropriate legal actions to address identified risks.
- Compliance Review: Review internal policies and standard procedures for legal compliance.
- External Collaboration: Collaborate with government officers, external lawyers, and third parties on legal matters.
7. Legal Advisor Details and Accountabilities
- General Legal Matters: Handle all legal matters, excluding labor law.
- Contract Law Advisory: Advise on national and international contract law matters.
- Corporate Law Advisory: Advise on corporate law, public law, and data protection law.
- Organization-Wide Support: Provide legal support across the entire organization.
- Legal Decision Frameworks: Develop decision-making frameworks and legal recommendations for management.
- External Legal Coordination: Coordinate and cooperate with external lawyers.
- External Consultant Engagement: Engage external consultants to support legal matters.
- Management Legal Liaison: Act as a primary legal contact for company management.
- Bilingual Legal Communication: Communicate legal matters fluently in German and English.
- Compliance Project Leadership: Lead compliance projects, including internal training and reporting.
- GDPR Compliance Coordination: Ensure compliance with the General Data Protection Regulation in the role of data protection coordinator.
8. Legal Advisor Tasks
- Contract Advisory: Provide advice and support to the business in negotiating contracts and resolving contractual issues.
- NDA Review: Review and approve non-disclosure agreements.
- Risk Protection: Protect the business from legal risks.
- External Liaison: Liaise with external legal stakeholders.
- Legal Projects: Assist with ad hoc legal projects.
- Legal Solutions: Formulate optimal legal solutions for business matters.
- Litigation Support: Provide legal assistance in litigation, contracts, and dispute resolution, and guide the business in making informed decisions.
- Regulatory Compliance: Advise and direct the organization to ensure compliance with applicable legislation and regulations.
- Legal Research: Conduct and supervise legal research and analysis of laws, legislation, and regulations to evaluate their impact on operations.
- Liability Mitigation: Advise the organization to minimize legal exposure and liability.
- Advisor Relations: Maintain strong working relationships with external legal advisors.
- Settlement Management: Draw up formalities for dispute settlements and monitor the implementation of legal clauses.
- Dispute Resolution: Manage and resolve third-party legal disputes and propose improvements to current processes.
- Contract Optimization: Review various contractual documents and implement methods to consolidate and simplify contract templates.
- Risk Evaluation: Evaluate existing contracts and recommend actions to mitigate legal risks.
9. Legal Advisor Roles
- Commercial Negotiations: Assist designated business lines with commercial contract negotiations.
- Contract Drafting: Draft contracts and review legal documents for defined business areas.
- Consent Documentation: Prepare and review consent documentation.
- Regulatory Advisory: Provide regulatory advice related to operations and service offerings.
- Health Insurance Advisory: Serve as lead legal advisor for health insurance business units.
- Health Services Advisory: Advise health service delivery areas, including primary care and prepaid services.
- Healthcare Unit Support: Support corporate wellness, pharmaceutical services, and home-based healthcare units.
- Compliance Liaison: Act as liaison with compliance teams on matters involving regulatory oversight.
- Document Vetting: Vet business requirement documents and standard operating procedures before publication.
- Marketing Review: Review marketing materials, including brochures, social media content, and website content.
- Regulatory Query Response: Assist in responding to escalated queries from tax authorities and court subpoenas.
- Senior Stakeholder Engagement: Engage with senior stakeholders across the organization.
10. Legal Advisor Additional Details
- Legal Research: Conduct extensive research on subjects aligned with the company agenda.
- Regulatory Analysis: Analyze legal and regulatory developments relevant to business priorities.
- Contract Review: Review contractual agreements to identify potential legal implications.
- Risk Assessment: Assess risks that require escalation to relevant stakeholders.
- Commercial Coordination: Work closely with the commercial team to streamline legal processes.
- Risk Mitigation: Mitigate legal risk while supporting business efficiency.
- Legal Analysis: Analyze complex legal issues using sound and consistent judgment.
- Legal Guidance: Provide clear legal guidance to the organization.
- Process Coordination: Coordinate with internal departments to develop efficient and compliant procedures.
11. Legal Advisor Essential Functions
- Strategic Legal Advisory: Provide strategic legal and regulatory advice to the Country Manager.
- Executive Risk Advisory: Advise senior management on risk, governance, and market-entry considerations.
- Corporate Governance Oversight: Oversee all corporate governance activities across the entity.
- Company Secretarial Duties: Handle company secretarial responsibilities in line with local corporate requirements.
- Corporate Structure Design: Design and maintain an effective and compliant corporate structure.
- Regulatory Compliance Management: Manage compliance with food, trade, competition, and antitrust laws.
- Regulatory Adherence: Ensure adherence to labour, commercial, and data protection regulations.
- Business Decision Support: Support business functions in informed decision-making on legal and regulatory matters.
- Regulatory Training Delivery: Deliver training and awareness sessions on key laws and regulatory changes.
- Regulatory Monitoring: Monitor ongoing regulatory developments and assess business impact.
- Commercial Contract Management: Negotiate, draft, and review commercial contracts.
12. Legal Advisor Role Purpose
- Legal Advisory: Deliver accurate legal advice and apply correct policy application and guidance to all clients, colleagues, and partners the first time.
- Claims Support: Provide clients with support through the claims journey by offering the services of approved suppliers.
- Call Handling: Ensure all calls are handled in accordance with the Advisory call matrix and business objectives.
- Case Management: Ensure all calls and associated activities are logged accurately on the relevant case management systems.
- Legal Expertise: Maintain excellent technical knowledge and level of expertise in all areas of law.
- Complaint Resolution: Ensure escalated complaints are resolved within set service level time frames to ensure customer satisfaction levels are met.
- Department Support: Support the work of the department through training delivery and materials, administrative duties such as keying and collation of information, and undertaking legal research.
- Regulatory Compliance: Ensure work conforms to standards set by the Financial Conduct Authority, the Data Protection Act, and other relevant legislation and regulatory bodies.
13. Legal Advisor General Responsibilities
- Investment Product Support: Provide legal support to bank investment products and global markets divisions under the guidance of Lead Counsel.
- Regulatory Legal Advisory: Provide legal advice on regulatory matters, including personal data privacy.
- Financial Product Advisory: Provide legal advice in relation to securities, insurance, and investment products, including structured products and investment funds.
- Contract Negotiation: Draft, review, and negotiate legal contracts and agreements.
- Complaint Handling Support: Provide legal assistance in complaint handling.
- Product Documentation Review: Review legal documentation in relation to new products or services.
- Policy Drafting Support: Assist with drafting or reviewing internal policies and procedures.
- External Counsel Management: Manage and work closely with external legal counsel.
- Legal Training Delivery: Arrange and provide internal legal training to business units and stakeholders.
14. Legal Advisor Key Accountabilities
- Telephone Advisory: Provide an efficient telephone advice service to all callers.
- SLA Compliance: Provide legal information to callers within set SLAs and time frames.
- Call Management: Be available at all times to take incoming calls and effectively distribute them to other team members or take the case.
- Written Communication: Produce additional information in email format.
- KPI Management: Ensure all service levels and individual KPIs are maintained.
- Queue Maintenance: Ensure all requested call-backs and support queues are regularly maintained.
- Continuous Learning: Identify areas of learning and ensure necessary research and self-learning take place in areas of development.
- Legal Documentation: Produce fact sheets and documents on request on various areas of the law.
- Team Collaboration: Work as part of a team to ensure the smooth running of the counselling and advice department.
- Meeting Participation: Take part in monthly meetings, reviews, and one-to-ones.
- EAP Knowledge: Ensure a full understanding of the EAP is maintained, including the limitations of services.
15. Legal Advisor Roles and Details
- Contract Legal Advisory: Provide legal advice on contracts, projects, and agreements between the institution and other entities.
- External Legal Coordination: Coordinate external law services, including external lawyers and state attorneys.
- Legislative Updates: Give updates on legislative matters.
- Technology Transfer Support: Provide legal support in technology transfer activities, including spin-off creation, patents, and other related matters.
- Data Protection Responsibility: Be responsible for personal data protection policies.
- Legal Document Drafting: Draft legal action documents, administrative appeals, and legal statements.
- Public Procurement Support: Collaborate in the preparation of public procurement documents.
- Public Institution Proceedings: Manage legal proceedings with public institutions.
- Document Authentication: Authenticate documents.
16. Legal Advisor Responsibilities and Key Tasks
- Contract Review: Define, review, and check sales contracts and other legal documents.
- Sales Advisory: Make proposals to improve the terms of sales.
- Negotiation Support: Provide legal support in negotiations with international customers.
- Contract Management: Follow up on contract management subjects via designated systems.
- Payment Guarantee: Assess and advise on payment guarantees.
- Acquisition Advisory: Advise the project team on acquisitions related to legal documentation.
- Corporate Structuring: Advise on the design and management of organizational structure.
- Statute Management: Manage and adjust company statutes.
- Shareholder Governance: Prepare and advise the General Meeting of Shareholders, including making minutes of the meeting.
- Legislative Updates: Provide information about new and amended legislation.
- Legal Liaison: Act as a point of contact for the legal departments of customers and for external legal advisors.
17. Legal Advisor Duties and Roles
- Bank-Wide Legal Support: Provide legal advice, assistance, and guidance on legal matters and issues to all departments of the bank.
- Financial Documentation Advisory: Draft, review, and advise on legal agreements, documentation, and securities, particularly for Commodity Trade Finance and Wealth Management departments.
- Authority Request Handling: Deal with national or international civil, criminal, or administrative requests, investigations, or decisions from criminal or civil authorities, bankruptcy office, and similar entities.
- Legal Research Analysis: Conduct legal analysis and research on various legal matters, including under foreign laws, with external assistance.
- Internal Rule Drafting: Draft or review internal rules, directives, and forms, and ensure conformity with Swiss legislation requirements.
- Client Agreement Negotiation: Negotiate and finalize legal documentation and agreements with clients or their legal representatives.
- External Counsel Coordination: Prepare or coordinate actions and keep track of external counsel’s interventions for legal advice, banking issues, and litigation.
- Regulatory Change Reporting: Analyse and report to the hierarchy any new legal requirements or changes to existing Swiss laws and regulations related to the function, and ensure internal implementation.
18. Legal Advisor Roles and Responsibilities
- Contract Drafting: Draft, review, and analyze all types of contracts.
- Legal Advisory: Provide legal advice across a broad range of subjects.
- Department Support: Support all departments with day-to-day legal matters.
- Compliance Review: Review the company’s legal documentation for accuracy and compliance.
- Notary Coordination: Coordinate with public notaries on required legal formalities.
- Guarantee Approval: Review and approve commercial guarantees.
- Credential Management: Manage the acceptance and validation of credentials.
- Policy Development: Develop, review, and maintain internal policies.
- Corporate Documentation: Prepare minutes and manage corporate affairs documentation.
- Court Representation: Represent the company in court proceedings.
19. Legal Advisor Duties
- Legal Advisory Services: Provide legal advice in civil, banking, real estate, and company law.
- Banking Risk Advisory: Advise internal stakeholders on legal risks related to banking activities.
- Contract Preparation: Prepare contracts and legal documents for banking transactions.
- Contractual Analysis: Analyze contractual terms involving counterparties, intermediaries, and clients.
- Agreement Negotiation: Negotiate agreements to protect the Bank’s legal and commercial interests.
- External Legal Liaison: Act as the primary point of contact for external legal advisers.
- Lawyer Coordination: Coordinate with lawyers and notaries representing the Bank’s counterparties.
- Regulatory Enquiry Support: Provide legal support in response to enquiries from the CSSF.
- Legal Compliance Assurance: Ensure compliance of all legal and banking documents with applicable laws, regulations, and professional standards.
20. Legal Advisor Details
- Corporate Support: Provide general day-to-day support to management in managing corporate affairs of the organisation and its subsidiaries in multiple jurisdictions.
- Investment Structuring: Draft and negotiate investment vehicle documentation and private equity projects, including digital currency, blockchain technologies, real estate investments, and investment fund projects.
- Contract Management: Draft, review, and negotiate various types of agreements and prepare statements, reports, internal policies, and procedures.
- General Advisory: Advise on general company matters, including employment, data protection, eCommerce, and other areas.
- IP Management: Deal with trademark and copyright issues.
- Tax Support: Support the Financial Department in handling tax compliance procedures.
- Compliance Review: Identify compliance issues that require follow-up or investigation.
- Statutory Monitoring: Continuously monitor compliance with statutory obligations and advise management accordingly.
- Risk Advisory: Respond to ad hoc queries by identifying, analysing, and evaluating risks to provide appropriate legal solutions.
- Counsel Management: Select and monitor outside legal counsel.
21. Legal Advisor Responsibilities
- Agreement Evaluation: Evaluate agreements with partners in terms of legal and group standards.
- Litigation Management: Open lawsuits and follow the legal process.
- Contract Template Management: Keep contract templates up to date and make necessary changes while ensuring proper application.
- Data Protection Compliance: Ensure compliance with Personal Data Protection Law and GDPR.
- HR Legal Advisory: Provide opinions to HR on procedures and daily staff issues.
- Legislative Monitoring: Monitor legislative amendments and Supreme Court resolutions to inform relevant parties and adjust procedures.
- Corporate Resolution Advisory: Deliver opinions to the Finance Department on Board of Directors and General Assembly resolutions.
- Regulatory Communication: Conduct communications with official institutions, including the Central Bank, Banking Regulation and Supervision Agency, Competition Authority, and Personal Data Protection Board.
22. Legal Advisor Accountabilities
- Contract Support: Support operational teams with the completion of commercial contracts, including advice, drafting, and review.
- Client Advisory: Offer advice on all new client agreements, including new tenders.
- Risk Mitigation: Ensure all related agreements focus on risk mitigation.
- Stakeholder Advisory: Advise internal stakeholders on key provisions of agreements, complex sourcing issues, risk management, dispute resolution, and project management issues.
- Legal Precedents: Develop legal precedents in line with local and international legal, employment, and regulatory standards.
- Legal Reporting: Provide a high level of reporting and analysis.
- Contract Ownership: Take ownership of company contracts.
- Business Perspective: Develop a legal viewpoint across the business.
- Process Efficiency: Develop efficiencies in processes to improve financial controls and results.
23. Legal Advisor Functions
- Investment Scheme Support: Provide legal services for setup, onboarding, and daily legal administration of investment schemes in designated jurisdictions.
- Fund Structure Advisory: Advise on UCITS and AIFM structures across domiciled funds.
- Liquidation and Merger Drafting: Draft and review legal documents for liquidations and mergers.
- Legal Leadership Support: Support the Head of Legal on operational and strategic matters.
- Senior Management Support: Provide legal support to senior management, partners, and internal departments.
- Prospectus Drafting: Draft and revise prospectuses and articles of incorporation.
- Legal Resolution Preparation: Prepare resolutions, agreements, and related legal documentation.
- Funding Project Support: Assist with funding projects for third-party clients.
- Regulatory Filing Coordination: Coordinate regulatory filings for various fund structures.
- Regulatory Research: Conduct regulatory research on new laws, cases, and guidance.
- Regulatory Communication: Inform stakeholders and clients of relevant regulatory developments.
24. Legal Advisor Overview
- Estate Planning: Provide legal advice to financial advisors on estate planning matters.
- Retirement Advisory: Provide legal advice on retirement planning and investment planning.
- Business Assurance: Provide legal advice on business assurance solutions.
- Legal Training: Deliver ad hoc legal and compliance training to financial advisors and staff.
- Legal Presentations: Prepare and deliver legal and marketing presentations to advisors and clients.
- Circular Drafting: Draft financial planning circulars for internal and external use.
- Legal Opinions: Write legal opinions and comment on relevant legislation.
- Regional Support: Support legal advisers operating in other regions.
- Manager Coordination: Coordinate with Legal Managers and Regional Managers.
- Sales Collaboration: Collaborate with Sales Managers and Business Consultants on legal matters.
- Regional Travel: Travel to regional branches, including overnight stays.
- Sales Influence: Influence sales outcomes within the personal finance division through legal expertise.
25. Legal Advisor Details and Accountabilities
- General Legal Advisory: Provide legal advice and direction.
- Agreement Negotiation: Draft, vet, and negotiate agreements.
- Standard Agreement Advisory: Assist and advise on queries related to standard agreements.
- ISO Compliance Monitoring: Be involved in monitoring compliance with ISO and contribute to ISO compliance audits.
- Legal Correspondence Drafting: Draft correspondence in alignment with applicable law and legal principles to ensure legal protection of the company.
- Legal Risk Mitigation: Peruse legal correspondence and provide assurance and advice to business units to mitigate contractual and legal risk.
- Legal Research Monitoring: Conduct ongoing research, stay updated on new legislation, and maintain knowledge of legal developments.
- Policy Procedure Input: Provide input into company policies and procedures to support risk mitigation.
- Legal Administration: Perform legal administration work.
- Compliance Process Implementation: Implement standard risk-based compliance processes, controls, and systems.
- Compliance Risk Assessment: Conduct annual compliance risk assessments to review and update regulatory systems and prioritise compliance risk.
- Compliance Documentation: Document compliance processes and controls relating to material compliance risks systematically and consistently.
- Compliance Risk Reporting: Monitor and report on all compliance risks and assess the effectiveness of the control environment.
- Compliance Implementation Monitoring: Monitor and report on the implementation of general compliance processes, identify mitigating steps, and assign responsibilities.
- Compliance Effectiveness Review: Review the adequacy of compliance processes and outcomes, and report to appropriate management and governance structures.
- Compliance Culture Development: Establish and maintain a compliance culture with management that supports prudent risk management.
- Tone at the Top: Set a tone at the top that promotes effective implementation of compliance processes and programs.
- Staff Engagement Assurance: Ensure involvement and engagement of appropriate staff members in implementing compliance programs.
26. Senior Legal Advisor Tasks
- Securities Advisory: Lead securities matters related to the organization’s status as an issuer by serving as a resource and advisor to corporate treasury and internal teams, while supporting legal affairs.
- Capital Markets: Participate in capital, debt, and covered bond issuances, as well as securitization, term funding, and institutional deposit-taking operations.
- Market Monitoring: Monitor industry developments to anticipate trends in securities law, capital markets, banking regulations, and funding activities.
- Risk Identification: Identify risks associated with issuer practices in both public and private markets.
- External Counsel: Build and maintain strong relationships with external law firms involved in funding activities and coordinate communications effectively.
- Strategic Advisory: Engage in discussions and provide recommendations that influence financial and strategic decision-making related to issuance activities.
- Committee Participation: Participate in internal and external committees and contribute to special projects requiring expertise in securities.
- Process Improvement: Offer recommendations to improve service quality, systems, and operational processes.
27. Legal Advisor Roles
- Commercial Risk Management: Support management of contractual and commercial risk, particularly in relation to engineering contracts, by delivering commercially oriented and solution-focused legal advice to planning and advisory functions.
- Consultancy Contract Negotiation: Review and negotiate consultancy appointments and related contracts.
- Cross-Functional Liaison: Liaise with internal engineering teams, bid teams, project managers, directors, and support functions, including credit control on terms of appointment and delivery matters.
- Contract Review Management: Manage the contract review process to minimize impact on working capital and ensure timely conclusion of negotiations.
- Construction Law Advisory: Advise on contract and construction law matters.
- Governance Compliance: Ensure corporate governance is upheld in contract review and approval procedures.
- Tender Risk Advisory: Provide advice on tender documents to identify risks and enhance competitiveness.
- Legal Training Delivery: Update the business on legal developments and deliver business-focused training.
- Insurance Alignment: Ensure that contractual risk positions align with insurance coverage and liaise with the insurance team.
- Contract Delivery Support: Support the business during the contract delivery phase to maximize revenue and minimize risk.
28. Legal Advisor Additional Details
- Transaction Advisory: Assist investment teams in multiple international offices in negotiating rights and obligations within agreements involving co-contractors, co-shareholders, borrowers, sellers, partners, and subsidiaries by recommending optimal strategies to achieve negotiation objectives.
- Document Negotiation: Review, draft, and negotiate transaction-related documentation prepared by external legal advisors.
- Regulatory Interpretation: Interpret applicable laws and regulatory frameworks governing institutional investment entities.
- Legal Compliance: Review, verify, and ensure the legal quality of contracts and documents for compliance with relevant domestic and international laws while protecting the rights and interests of the organization and its subsidiaries.
- Counsel Supervision: Coordinate, direct, and supervise mandates assigned to external counsel, ensuring legal quality and compliance of submitted deeds, contracts, and documents.
- Transaction Structuring: Advise investment teams on structuring transactions within applicable legal constraints, including investment regulations, tax laws, securities laws, corporate laws, and foreign legal systems.
- Legal Analysis: Analyze and process legal files, draft legal opinions, and other documents related to transactions.
- Opinion Drafting: Draft legal opinions on legal and factual matters and agreements involving external stakeholders.
- Dispute Prevention: Implement preventive measures and develop strategies to avoid or reduce legal disputes or liabilities for the organization and its subsidiaries.
29. Legal Advisor Essential Functions
- Commercial Operations Support: Support day-to-day commercial operations and assist in the achievement of strategic business objectives while mitigating legal and regulatory risk by drafting and vetting contracts and other commercial documents.
- Contract Negotiation: Assist in realising strategic business objectives and mitigate legal and regulatory risks by negotiating with counterparties on contracts and other commercial documents to achieve favourable outcomes.
- Legal Leadership Support: Support the Head of Legal and Legal Executive on strategic commercial matters by conferring on strategy, researching law, reviewing prepared advice, and accompanying them in engagements with Senior Management.
- Legal Strategy Input: Provide input on legal strategy to internal stakeholders for significant matters impacting the organisation.
- Intellectual Property Management: Support group management of intellectual property and engage with and manage external intellectual property lawyers.
- Dispute Resolution Support: Provide support to general dispute resolution, including managing external legal service providers.
- Stakeholder Liaison: Liaise with internal and external stakeholders to obtain relevant information to determine how a legal or operational matter is handled.
- Contract System Support: Support the use and management of the contract management system.
- Ethical Compliance: Maintain ethical standards across all legal processes by ensuring matters are handled honestly and with integrity and that dealings with counterparties are not undertaken in an underhanded or unscrupulous manner.
- Process Improvement: Develop efficiencies and processes within the Legal Department by supporting management of contract management and contract drafting systems, and across the organisation by identifying work methods to facilitate negotiations with counterparties.
30. Legal Advisor Role Purpose
- Bid Advisory: Provide commercially focused and pragmatic legal advice to bidding and proposals teams in global jurisdictions, collaborating with operations, business development, HR, M&A, Treasury, Finance, Company Secretariat, and Compliance.
- Local Law Advisory: Advise on implications of applicable local laws and manage engagement with external local legal advisers to ensure appropriate and cost-effective advice.
- Securities Advisory: Negotiate and advise on corporate bonds, guarantees, and securities while liaising with Legal, Finance, and Treasury functions.
- Dispute Resolution: Help lead project teams and commercial functions in analyzing construction claims and legal disputes, provide strategic advice and options, facilitate resolution, and draft settlements involving multiple parties.
- Project Support: Support projects and contractual matters across the business, including developing, improving, implementing, and delivering policies, procedures, training, guidance, and maintaining legal precedents.
- Risk Management: Support the legal function in identifying, excluding, mitigating, and managing contractual, legal, and commercial risks throughout the lifecycle of EPC(M), E&C, consultancy, engineering, and other contracts.
- Contract Negotiation: Draft and negotiate contracts with clients, JV partners, subcontractors, and suppliers, including confidentiality agreements, memoranda of understanding, heads of terms, consortium agreements, and joint-venture agreements.
- Corporate Standards: Support consistency of corporate behaviours aligned with published group standards, including anti-bribery, diligence, and governance.
- Corporate Compliance: Provide legal support across corporate, regulatory, governance, and CSR activities to ensure compliance with legal obligations.
- Legal Representation: Represent the company at meetings and hearings.
- Deputy Leadership: Deputise for the Head of Legal - Commercial.
- Business Engagement: Engage and collaborate with business teams to build credibility, trust, and effective use of the legal function.
Relevant Information