Senior Wealth Planner (M/F)

Your next challenge:

  • You guide
    bankers and clients on personal taxation, relocation, residential real
    estate investment, succession planning and wealth structuring (private
    investment companies, trusts, foundations, private funds, life insurance
    contracts) and other legal matters and colleagues
  • You have
    in-depth knowledge of Luxembourg and/or Belgian civil and
    tax law (particularly in matters of direct tax (revenues/capital gains),
    indirect tax (registration/inheritance tax) and cross border issues)
  • You
    perform the job in a complex environment where you will be required to analyze,
    summarize and interpret several options to propose pragmatic solutions
    whilst taking into account the rules of compliance and statutory
    provisions (public policy rules, anti-fraud and anti-money laundering
    legislation, etc.)
  • You
    participate in working groups or in committees as an expert, both for
    Wealth Management and for the bank - You assess and monitor changes in
    legal and tax news in wealth management matters and keep both clients and
    bankers informed of opportunities and risks in these domains (internal
    communications, client’s publications, presentations, workshops)
  • You draw
    up technical records, templates, brochures and reference documents and you
    keep them up to date
  • You give
    presentations and deliver training for your colleagues
  • You take
    the initiative to share best practice, knowledge and experience with the
    other wealth planners of the team by playing an active role at team
    meetings and actively contribute to global team projects - You develop and
    maintain a network of trusted third-party advisors, notaries, fiduciaries
See all articles