Senior Wealth Planner

2 weeks ago

Copenhagen, Copenhagen, Denmark Quintet Private Bank SA Full time

Quintet Private Bank is a leading private bank in the wealth management sector; we are committed to our clients and their families, and pride ourselves on our personalised service based on a deep understanding of what clients want to achieve.
We are a bank headquartered in Luxembourg, with branches in Germany, Netherlands and Belgium and a subsidiary in the UK and supervised by the ECB with an ambition to stay true to our purpose to be the most trusted fiduciary of family wealth.

When you join Quintet you are joining a company that values diversity of background, equal access to opportunities, career development, collaboration and inclusiveness. We want our employees to feel proud of being part of a company that is committed to do the right thing. You will have the opportunity to grow your career while developing personally and professionally through various resources and programmes.

At Quintet, we are looking for talented, passionate people who are eager to help us build the leading challenger private bank in Europe, and beyond. Is that you?

You will be based in Denmark and work closely with our local client advisors, investment specialists, and wealth planning colleagues in the Nordics and across Europe. You will be responsible for providing wealth planning advice to clients, leveraging the full value proposition of the Bank aligned with Quintet's values.

Key Accountabilities
  • Provide holistic wealth planning advice to support the achievement of the client's financial and life objectives.
  • Develop and maintain expertise on wealth planning solutions dedicated to HNWIs/UHNWs domiciled in Denmark.
  • Ensure all aspects of the case (compliance, tax, legal) are comprehensively covered, anticipating and resolving any issues in a timely manner.
  • Provide technical assistance on estate planning matters to client advisors, participate in client meetings upon request, proactively share relevant information with the client advisors.
  • Provide assistance to compliance and lending departments on the onboarding process of complex cases.
  • Manage complex business cases, coordinating with all appropriate functions, internal and external stakeholders.
  • Provide technical training to the client advisors in the Nordics.
  • Ensure good lines of communication are maintained between the Bank, the client, and where appropriate, the client's professional advisors.
  • Build and maintain a strong relationship with the client advisors through regular contact and the ongoing monitoring of developments in the markets.
  • Participate in marketing and commercial events.
  • Create a partnership culture within the team and between teams to deliver Quintet's overall value proposition to clients.
  • Work autonomously on dedicated tasks according to the seniority level, as well as within a team and prioritize tasks.
  • Results focused, open for business enhancing and developing Quintet's name and brand.
Knowledge and Experience
  • Master's degree in law/tax, or HD Financial Planning / Certified Wealth Planner.
  • Solid experience from a bank, an advisory firm or law firm as a Wealth planner/tax advisor.
  • In-depth knowledge of the Danish products such as life insurance, pension, and taxation of investment products.
  • In-depth knowledge of Danish corporate structures and succession planning opportunities. Basic knowledge of other Nordic or European locations would be a plus.
  • Understanding concepts of foreign tax planning, structures and solutions (e.g., trusts, foundations, etc.).
  • Knowledge in civil law (matrimonial regimes, succession law, etc.).
Attributes and Qualities
  • Attention to detail, flexibility, and the ability to work under pressure and to demanding deadlines.
  • A hands-on attitude, service-driven, solution finder, driven to achieve successful solutions while continuously displaying commercial awareness.
  • Is "client obsessed" to provide a best-in-class service.
  • Creates a partnership culture within teams and collaborates across all other Quintet network to deliver the overall client proposition.
  • Supports and encourages others to generate a positive working culture, sharing information cross-functions.
  • Takes a solution-oriented approach and challenges the way we do things: "see it, say it, fix it."
  • Effective communicator (both written and verbal), and good at influencing audiences in person and presenting to clients.
  • Resilient, problem solver, effective planner with a partnership approach.
Technical Skills
  • Proficient use of MS Office.
Languages Skills
  • Danish and English (fluent/advanced).
  • Fluency and/or working knowledge of any other language would be an advantage.
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