Wealth Planner

Region: Luxembourg (country)
Function: In-House, Tax
Environnement: Company
Legal subjects: Tax, Wealth management
Job Type: Full time
Contract Type: Permanent contract
Your ref.: VL/LU/LAW/0218/19

On behalf of a life insurance company owned by a large European bank, we are currently looking for an experienced Wealth Planner to strengthen the team

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Our client is a life insurance company owned by a large European bank, with 60 employees based in Luxembourg. The company is currently developing its Wealth Engineering team and looking for an experienced Wealth Planner.

  • Analyse clients' needs during face-to-face meetings you will attend together with the Business Developers
  • Provide legal, tax and estate planning expertise to both internal and external clients 
  • Ensure compliance of the offered solutions with internal policies and Law
  • Prepare and deliver internal trainings
  • Anticipate important changes by a thorough market and legal watch

  • Master in Law with a major in Tax Law or Notarial Law
  • Professional experience of at least 5 years in a Law Firm, a Notary Firm or a financial institution
  • French native speaker with a very good command of English
  • Excellent presentation and interpersonal skills
  • Pro active and team player

This is a great opportunity to join a recently created team with attractive perspectives! 


Please contact :

Alexis Yaghi, Country Manager by email (alexis.yaghi@vialegis.lu) or by phone (+352 28 83 23)

See all jobs from Vialegis SA

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