Wealth Management Specialist

4 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 are headquartered 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.

When joining Quintet, you become 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.

Key Responsibilities
  • Provide holistic wealth planning advice to support clients' financial and life objectives.
  • Develop and maintain expertise on wealth planning solutions for high net worth individuals (HNWIs) and ultra-high net worth individuals (UHNWs) domiciled in Denmark.
  • Ensure comprehensive coverage of all aspects of cases, 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, and proactively share relevant information with client advisors.
  • Assist compliance and lending departments on complex case onboarding processes.
  • Manage complex business cases, coordinating with internal and external stakeholders.
  • Provide technical training to client advisors in the Nordics.
  • Maintain good communication lines between the bank, clients, and their professional advisors.
  • Foster strong relationships with client advisors through regular contact and ongoing monitoring of market developments.
  • Participate in marketing and commercial events.
  • Develop 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 seniority level, as well as within a team, prioritizing tasks.
  • Maintain results-focused, open to business-enhancing ideas, and committed to developing Quintet's name and brand.
Requirements
  • Master's degree in law or tax, or a certified wealth planner.
  • Solid 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.
  • Basis 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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