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Private Wealth Manager
3 weeks ago
We are seeking a skilled and experienced Senior Wealth Planner to join our team at Quintet Private Bank SA. As a leading private bank in the wealth management sector, we pride ourselves on providing personalized service to our clients, based on a deep understanding of their needs and goals.
In this role, you will work closely with our local client advisors, investment specialists, and wealth planning colleagues in the Nordics and across Europe. You will provide wealth planning advice to clients, leveraging the full value proposition of the Bank aligned with Quintet's values.
Key Responsibilities:- Develop and maintain expertise on wealth planning solutions dedicated to HNWIs and UHNWs domiciled in Denmark.
- Provide holistic wealth planning advice to support the achievement of the client's financial and life objectives.
- Ensure all aspects of the case (compliance, tax, legal) are comprehensively covered, anticipating and resolving any issues in a timely manner.
The ideal candidate will have a Master's degree in law/tax or HD Financial Planning/Certified Wealth Planner. They should also have solid experience from a bank, an advisory firm, or law firm as a Wealth planner/tax advisor.
