Senior Wealth Planner - Iberia & Latam

The Senior Wealth Planner - Iberia is responsible for addressing in a comprehensive way the wealth planning needs and goals of clients, partners and business for the Spanish and Portuguese markets, including also some Latam opportunities.

Your responsibilities will be as follows:

• Developing and maintaining thorough knowledge of the legal and tax aspects of the personal wealth and financial planning issues facing UHNW clients;
• Building strong relationships with wealth structuring and business development colleagues assisting and supporting them proactively in servicing partners and developing new business;
• Analysing the legal and tax viability of wealth planning solutions for clients;
• Developing and maintain relationships with leading legal firms and preferred suppliers;
• Liaising with external advisers; commission, analyse and summarise opinions;
• Monitoring changes to the financial planning environment internationally and investigating the potential impact or opportunities for the company;
• Analysing the effectiveness of non-standard large and complex cases, including client rationale in the choice of structure;
• Participating in product and market development in conjunction with the business development team, taking into account any relevant legal and tax frameworks as well as the internal business model, liaise with external lawyers and collaborate with the legal department;
• Developing 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;
• Providing legal and tax assistance on matters regarding new and existing business and clients;
• Participating actively in marketing initiatives, including presentation at roundtable events, partner training sessions and contribution to newsletters.

• Spanish or Portuguese qualified attorney or tax expert;
• 10+ years’ experience at a leading private bank, law firm, insurance company, civil law notary’s office or other advisory outfit;
• Experience and good working knowledge with regard to structuring wealth for Spanish and Portuguese clients, ideally across borders;
• Expertise in Spanish and Portuguese civil law and tax law. International experience welcome;
• Ability to work autonomously, to prioritise tasks and exercise sound judgement and creativity in finding solutions;
• Outstanding organisational and communication skills;
• Strong client/solution focus;
• Fluency in Spanish, Portuguese and English. Proficiency in another European language is an asset.

Sitting at the crossroads of private banking, asset management and insurance, we operate in a well-established and fast-growing segment of the financial services industry. We offer a thriving and entrepreneurial work environment, with the opportunity to work across multiple geographies, learn valuable new skills, develop great expertise, and establish long-lasting relationships. It is an exciting opportunity to build a network of contacts across the organisation in a collaborative and diverse workplace. At Lombard International Group we have a diverse team of over 50 nationalities. We are always looking for exceptional talent to join our team. Because our people are our greatest assets, you will enjoy reward and recognition packages. We also offer you the possibility to shape your professional career in line with your own goals and the opportunity to work with the top talent in the industry. We are committed to extending equal employment opportunities to all individuals.

Be a part of our community!

Lombard International Groups an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to gender, colour, religion, sexual orientation, national origin, disability status, protected veteran status, or any other characteristic protected by law.

Given the sensitive nature of our business, industry sector and the role as described, the selected candidate is required to provide a criminal record (Bulletin n°3 for Luxembourgish residents). This excerpt will be kept by Lombard International Assurance S.A. in compliance with article 8-5 (2) of the law of 23 July 2016 and for no longer than one month from the conclusion of the employment contract; otherwise it will be destroyed without any undue delay should the candidate not be hired.

Should you be interested in pursuing this opportunity, please send your application in full confidence to Lombard International Assurance S.A, https://www.lombardinternational.com/en-US/Careers/Job-Board

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