Wealth Planner - Luxembourg

Region: Luxembourg (country)
Function: In-House, Support
Environnement: Company
Legal subjects: Tax, Insurance law, Real estate
Job Type: Full time
Contract Type: Permanent contract
Your ref.: VL/LAW/1942/17

Legal counsel with at least 5 years of experience in estate planning. Fluent in Dutch, French and English.

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Our client, Lombard International Assurance, is Luxembourg’s leading global, unit-linked life insurer, specialising in the provision of wealth structuring solutions to wealthy individuals and their families. 

As of 31 December 2016, assets under administration on a global group level totaled €77.5 billion. 

They are the experts in this field and are committed to providing the highest standards of service excellence to their Partners and Clients. 

The Wealth Structuring Solutions team strives to develop tax efficient solutions for Ultra High Net Worth Individuals (UHNWI) in partnership with private banks and family offices. The wealth planners work closely with the business development team supporting them proactively in developing cases and servicing their partners. 

The Wealth Structuring Solutions team is now looking for a Wealth Planner (m/f).

You will: 

  • Develop and maintain thorough knowledge of the legal and tax aspects of the personal wealth and financial planning issues facing Belgian UHNW clients living in Europe; 

  • Build strong relationships with the business development and wealth structuring teams, assisting and supporting them proactively in servicing partners and developing new business; 

  • Analyse the legal and tax viability of wealth planning solutions for clients; 

  • Develop and maintain relationships with leading legal firms and preferred suppliers; 

  • Liaise with external counsels; Commission, analyse and summarise legal opinions; 

  • Monitor changes to the financial planning environment internationally and investigate the potential impact or opportunities for Lombard; 

  • Analyse the effectiveness of proposed new solutions and non-standard large and complex cases, including client rationale in the choice of structure; 

  • Participate in product and market development in conjunction with the Business Development team, taking into account Belgian and other relevant legal and tax frameworks as well as the internal business model, liaise with external lawyers and collaborate with the legal department; 

  • Develop excellent working relationships with our network of Sales Consultants, providing them with guidance on all legal and tax aspects of client cases and provide support to the development of solutions and business relationships; 

  • Provide legal and tax assistance on matters regarding new and existing business and clients;

  • Participate actively in marketing initiatives, including presentation at roundtable events, partner training sessions and contribution to newsletters. 

You will work in the Luxembourg office.

  • You are a Master in Belgian law. An additional Master in Notarial Law, Tax Law or Estate Planning would be a distinct advantage; 

  • You have at least 5 years of experience in the legal department of a leading private bank or financial institution, a reputed Law firm or Notary practice; 

  • You have experience and a good working knowledge with regard to structuring wealth for Belgian citizens, ideally across borders; 

  • You have expertise in Belgian civil law and tax law. International experience is welcome; 

  • You are fluent in Dutch, French and English. Knowledge of any additional language would be an advantage; 

  • You are able to work autonomously, to prioritise tasks and exercise sound judgement and to be creative in finding solutions; 

  • You have outstanding organisational and communication skills; 

  • You have a strong client/solution focus.

You will be offered challenging work that you can organize with a high level of autonomy. 

They offer a dynamic and international working environment with excellent prospects for career progression. 

You can count on a highly competitive compensation package.


Contact Laetitia Christiaens via email or call confidentially.
Please mention reference  (VL/LAW/1942/17).

E-mail: career@vialegis.be
Phone: +32 (0)2 290 23 54
Mobile: +32 (0)478 33 97 18
Ref: VL/LAW/1942/17
URL: http://www.vialegis.be

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