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Wealth Planning Expert
3 weeks ago
As a Senior Wealth Planner at Quintet Private Bank SA, you will be part of 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.
We are headquartered in Luxembourg with branches in Germany, Netherlands, and Belgium, as well as a subsidiary in the UK. Our ambition is to stay true to our purpose of being the most trusted fiduciary of family wealth.
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 High Net Worth Individuals (HNWIs) and Ultra High Net Worth Individuals (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.
The successful candidate will be able to demonstrate in-depth knowledge of Danish products such as life insurance, pension, and taxation of investment products. They should also have basic knowledge of other Nordic or European locations.
