Distinguished Financial Strategist
6 days ago
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 our clients' goals and aspirations.
Job OverviewWe are seeking an experienced Distinguished Financial Strategist to join our team in Denmark. This role offers a unique opportunity to work closely with local client advisors, investment specialists, and wealth planning colleagues across Europe.
Key Responsibilities- Develop and maintain expertise on wealth planning solutions tailored to high net worth individuals (HNWIs) and ultra-high net worth individuals (UHNWs) domiciled in Denmark.
- Provide comprehensive wealth planning advice to support clients in achieving their financial and life objectives.
- Collaborate with compliance and lending departments to ensure seamless onboarding of complex cases.
- Participate in marketing and commercial events to promote Quintet's value proposition.
- Build and maintain strong relationships with client advisors through regular communication and ongoing market monitoring.
- A Master's degree in law, tax, or a related field, such as HD Financial Planning or Certified Wealth Planner.
- Proven experience as a wealth planner or tax advisor in a bank, advisory firm, or law firm.
- In-depth knowledge of Danish products, including life insurance, pension plans, and taxation of investment products.
- Familiarity with Danish corporate structures and succession planning opportunities.
- Basic knowledge of other Nordic or European locations is an advantage.
- Understanding of foreign tax planning concepts, structures, and solutions.
- Knowledge of civil law, including matrimonial regimes and succession law.
We offer a competitive salary of approximately €80,000 - €100,000 per year, depending on experience, plus additional benefits.
The estimated annual salary range takes into account the company's commitment to offering a remunerative compensation package that reflects the professional qualifications and skills required for this position.
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