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Wealth Planner - Luxembourgish Market
09/05/2019

Region: Luxembourg (country)
Function: Tax
Environnement: Company
Legal subjects: Tax, Wealth management
Job Type: Full time
Contract Type: Permanent contract
Your ref.: VL/LU/LAW/0209/19

On behalf of a leading organization in the banking sector, we are currently looking for a Wealth Planning Specialist for the local market.

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Our client is a large European bank with three different business lines in Luxembourg: retail, corporate and private banking. This position is within the private banking department and focuses on Luxembourgish clients.

  • Advising international clients on all matters relating to heritage, asset structuring and tax matters
     
  • Supporting client relationship managers during client meetings and on specific demands
     
  • Liaise with internal and external stakeholders in regards to clients’ requests when needed
     
  • Giving internal and external trainings on diversified topics within your area of expertise

  • Master in Law, Finance or Economics
     
  • Professional experience of at least 8 years in the wealth management industry, dealing with assets structuring and heritage
     
  • Sound knowledge of tax matters and ability to build long-term relationship with the clients
     
  • Excellent organizational and communication skills
     
  • Fluent in Luxembourgish, French, English, German

Interested?

Please contact :

Alexis Yaghi, Country Manager, alexis.yaghi@vialegis.lu - T. +352 28 83 23 or Sylvain Pichonnier, Recruiter, sylvain.pichonnier@vialegis.lu - T. +352 26 49 58 44 51

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