Wealth Planning Specialist
3 weeks ago
Quintet Private Bank, a leading private bank in the wealth management sector, is committed to delivering exceptional service to its clients and their families.
We are headquartered in Luxembourg with branches in Germany, Netherlands, and Belgium, as well as a subsidiary in the UK. Our ambition is to be the most trusted fiduciary of family wealth.
We value diversity of background, equal access to opportunities, career development, collaboration, and inclusiveness. As an employee, you will have the opportunity to grow your career while developing personally and professionally through various resources and programs.
We are looking for talented, passionate individuals who are eager to help us build the leading challenger private bank in Europe and beyond. If that's you, we would like to hear from you.
Job Summary- Provide holistic wealth planning advice to support clients' financial and life objectives.
- Develop and maintain expertise on wealth planning solutions dedicated to high net worth individuals (HNWIs) and ultra high net worth individuals (UHNWs) domiciled in Denmark.
- Ensure comprehensive coverage of all aspects of client cases, including compliance, tax, and legal issues.
The ideal candidate will have a Master's degree in law or tax, or a related field, and solid experience as a wealth planner or tax advisor in a bank, advisory firm, or law firm. They will also possess in-depth knowledge of Danish products, such as life insurance, pension, and taxation of investment products.
Key Responsibilities- Provide technical assistance on estate planning matters to client advisors and participate in client meetings upon request.
- 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.
We offer a competitive salary range of €70,000-€100,000 per year, depending on experience, and a benefits package that includes health insurance, retirement plan, and paid time off. We prioritize work-life balance and offer flexible working arrangements.
We are an equal opportunities employer and welcome applications from diverse candidates. If you are a motivated and experienced professional looking for a new challenge, please submit your application.
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