Wealth Planning Expert
17 hours ago
We are seeking a highly skilled Wealth Planning Expert to join our team in Denmark. As a key member of our wealth management team, you will be responsible for providing holistic wealth planning advice to clients and developing expertise on wealth planning solutions dedicated to high net worth individuals (HNWIs) and ultra-high net worth individuals (UHNWs) domiciled in Denmark.
Your primary responsibilities will include:
- Providing technical assistance on estate planning matters to client advisors, participating in client meetings upon request, and proactively sharing relevant information with client advisors.
- Developing and maintaining comprehensive knowledge of Danish corporate structures and succession planning opportunities.
- Ensuring all aspects of the case (compliance, tax, legal) are comprehensively covered, anticipating and resolving any issues in a timely manner.
- Working closely with our local client advisors, investment specialists, and wealth planning colleagues in the Nordics and across Europe to deliver a best-in-class service.
To succeed in this role, you will need:
- A Master's degree in law or tax, or a similar qualification such as HD Financial Planning or Certified Wealth Planner.
- Solid experience from a bank, an advisory firm, or law firm as a Wealth planner/tax advisor.
- In-depth knowledge of the Danish products such as life insurance, pension, and taxation of investment products.
- In-depth knowledge of Danish corporate structures and succession planning opportunities, as well as basic knowledge of other Nordic or European locations.
As a Wealth Planning Expert at Quintet Private Bank SA, you will have the opportunity to grow your career while developing personally and professionally through various resources and programmes. You will be part of a company that values diversity of background, equal access to opportunities, career development, collaboration, and inclusiveness.
We offer a competitive salary package, including a base salary of €80,000 per annum, plus a performance-related bonus of up to 20% of your base salary. You will also receive a range of benefits, including health insurance, pension scheme, and annual leave entitlement.
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