Private Banker Advisor

2 days ago


Copenhagen, Copenhagen, Denmark Quintet Private Bank SA Full time

Quintet Private Bank SA is a leading private bank in the wealth management sector, committed to delivering personalized service based on a deep understanding of client objectives.

We operate in Luxembourg, with branches in Germany, Netherlands, and Belgium, and a subsidiary in the UK. Our ambition is to remain true to our purpose of being the most trusted fiduciary of family wealth.

Joining Quintet means becoming part of a company that values diversity, equal access to opportunities, career development, collaboration, and inclusiveness. We strive to create an environment where employees feel proud to be part of a company committed to doing the right thing.

You will have the opportunity to grow your career while developing personally and professionally through various resources and programs.

Responsibilities
  1. Provide expert wealth planning advice to clients to support their financial and life goals.
  2. Develop and maintain in-depth knowledge of wealth planning solutions for HNWIs and UHNWs in Denmark.
  3. Ensure seamless execution of complex cases, identifying and resolving potential issues promptly.
  4. Collaborate with client advisors on estate planning matters, participating in client meetings and sharing relevant information.
  5. Support compliance and lending departments on complex case onboarding processes.
  6. Lead complex business cases, working closely with internal and external stakeholders.
  7. Deliver technical training to client advisors in the Nordics.
  8. Maintain effective communication channels between the bank, clients, and their professional advisors.
  9. Nurture strong relationships with client advisors through regular contact and ongoing market monitoring.
  10. Contribute to marketing and commercial events.
  11. Foster a collaborative culture within the team and across departments to deliver Quintet's value proposition to clients.
  12. Work independently on designated tasks, prioritizing them according to seniority level, as well as collaboratively within a team.
  13. Maintain a results-driven approach, welcoming innovative ideas, and committed to enhancing Quintet's reputation and brand.
Essential Skills
  • Master's degree in law or tax, or a certified wealth planner.
  • Proven experience from a bank, advisory firm, or law firm as a wealth planner or tax advisor.
  • In-depth knowledge of 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 beneficial.
  • Understanding concepts of foreign tax planning, structures, and solutions.
  • Knowledge in civil law, including matrimonial regimes and succession law.


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