High Net Worth Private Banker
7 days ago
About Quintet Private Bank SA
">We are a leading private bank in the wealth management sector, committed to our clients and their families. Our personalized service is based on a deep understanding of what clients want to achieve.
">Headquartered in Luxembourg, we have branches in Germany, Netherlands, and Belgium, as well as a subsidiary in the UK, supervised by the ECB. We aim to be the most trusted fiduciary of family wealth.
">As a High Net Worth Private Banker at Quintet, you will join a company that values diversity, equal access to opportunities, career development, collaboration, and inclusiveness. We strive to create a work 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.
">In this role, you will be responsible for providing high net worth individuals with comprehensive wealth planning advice, leveraging the full value proposition of the bank aligned with Quintet's values.
">Key Responsibilities">- ">
- Develop and maintain expertise on wealth planning solutions for high net worth individuals domiciled in Denmark.">
- Provide technical assistance on estate planning matters to client advisors and participate in client meetings upon request.">
- Manage complex business cases, coordinating with all appropriate functions, internal and external stakeholders.">
- Assist compliance and lending departments on the onboarding process of complex cases.">
- Build and maintain strong relationships with client advisors through regular contact and ongoing monitoring of market developments.">
- ">
- A Master's degree in law or taxation, or an equivalent qualification.">
- Solid experience from a bank, advisory firm, or law firm as a Wealth Planner/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.">
- Understanding concepts of foreign tax planning, structures, and solutions.">
- ">
- Attention to detail, flexibility, and ability to work under pressure.">
- A hands-on attitude, service-driven, solution-focused, and commercially aware.">
- Effective communicator (written and verbal) and good influencer.">
- Resilient, problem solver, effective planner with a partnership approach.">
The estimated salary for this position is approximately €85,000 per year, depending on qualifications and experience.
">This figure is subject to negotiation and may vary based on individual circumstances.
">Languages Skills">- ">
- Danish and English (fluent/advanced).">
- Fluency and/or working knowledge of any other language would be an advantage.">
About Us
">Quintet Private Bank SA is a leading private bank in the wealth management sector, committed to our clients and their families.
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