Senior Wealth Planner

Senior Wealth Planner
Region: Luxembourg
Required experience: 5 years
Environment: Company
Contract: Permanent position (Full-time)

Company description

Founded in 1856, Banque Internationale à Luxembourg is the oldest multi-business bank in the Grand Duchy. From its foundation, the BIL has always played an active role in the development of the Luxembourg economy. It currently operates in retail, private and corporate banking, as well as on major capital markets. Employing more than 2 000 people, BIL is present in the financial hotspots that are Luxembourg, Switzerland, and China.

As a major player in Luxembourg’s finance industry and as a signatory of the UN Principles of Responsible Banking, BIL is committed to handing over a responsible and sustainable bank to future generations.

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

Your skills: 

  • A Master's in Law with in-depth knowledge of civil law and indirect taxation
  • An additional knowledge in international law is also recommended
  • At least 5 to 10 years' relevant work experience in working within an audit/tax advisory firm, a law firm or financial Institution
  • Good knowledge of Luxembourgish or Dutch, French and English (spoken and written)
  • Technical skills and the ability to build strong and lasting relationships with your clients and colleagues to contribute to make you well-known as an expert
  • Committed and eager to share your knowledge with a multicultural team
  • Client-focused, keen to share your expertise to make commercial opportunities possible
  • Assertive and adapt to the situation and you have the capacity to present complex issues in a simple way

BIL offers a broad range of challenging projects and a huge choice of career paths .We will assist you in finding the one that best meets your skills and expectations. Your personal development is our priority and we greatly encourage you to dive into different business areas for the broadest possible experience.
BIL is firmly of the opinion that diversity & inclusion contribute towards increasing the collective performance of the Bank. We are committed to creating a culture of inclusion that encourages individual development with equal opportunities for all.

NB: The selected candidate will be asked to provide an extract from the criminal record (no.3) as evidence of integrity and justified with regard to the specific needs of the position to be filled. Other documents will be collected, to the extent legally permitted, to perform background checks.

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