Wealth Planning Specialist
1 week 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. Our personalized approach is built on a deep understanding of what our clients want to achieve.
We are headquartered in Luxembourg, with branches in Germany, Netherlands, and Belgium, and a subsidiary in the UK. We operate under the supervision of the ECB and aim to stay true to our purpose as the most trusted fiduciary of family wealth.
This role offers the opportunity to join a company that values diversity, equal access to opportunities, career development, collaboration, and inclusiveness. You will have the chance to grow your career while developing personally and professionally through various resources and programs.
You will be based in Denmark and work closely with our local client advisors, investment specialists, and wealth planning colleagues in the Nordics and across Europe. Your primary responsibility will be to provide wealth planning advice to clients, leveraging the full value proposition of the Bank aligned with Quintet's values.
Key Responsibilities- Provide holistic wealth planning advice to support the achievement of clients' financial and life objectives.
- Develop and maintain expertise on wealth planning solutions dedicated to HNWIs/UHNWs domiciled in Denmark.
- Evaluate and address all aspects of a case, including compliance, tax, and legal considerations, ensuring timely resolution of any issues.
- Offer technical assistance on estate planning matters to client advisors, participate in client meetings upon request, and share relevant information with them.
- Support the compliance and lending departments during the onboarding process of complex cases.
- Manage complex business cases, coordinating with internal and external stakeholders.
- Deliver technical training to client advisors in the Nordics.
- Maintain open lines of communication between the Bank, clients, and professional advisors when necessary.
- Build and maintain strong relationships with client advisors through regular contact and ongoing market monitoring.
- Participate in marketing and commercial events.
- Foster a partnership culture within the team and across teams to deliver Quintet's overall value proposition to clients.
- Work independently on tasks according to your seniority level, as well as collaboratively within a team, prioritizing tasks effectively.
- Prioritize results-driven actions, enhancing and developing Quintet's reputation and brand.
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