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Wealth Planner - Life Insurance
28/01/2021

Region: Luxembourg (country)
Function: In-House, Tax
Environnement: Company
Legal subjects: Insurance law, Wealth management
Job Type: Full time
Contract Type: Permanent contract
Your ref.: VL/LU/LAW/0285/21

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

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Our client is a life insurance company with more than 200 employees based in Luxembourg. The company is currently developing its Wealth Engineering team and looking for an experienced Wealth Planner.

  • Analyse institutional 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

Interested?

Please contact :

Vignette

Alexis Yaghi

Country Manager

alexis.yaghi@vialegis.lu

T. +352 28 83 23

See all jobs from Vialegis SA

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