Wealth Planning Specialist

1 week ago


Copenhagen, Copenhagen, Denmark Quintet Private Bank SA Full time

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.


  • Copenhagen, Copenhagen, Denmark Quintet Private Bank SA Full time

    Quintet Private Bank is a reputable institution with a rich history of providing exceptional wealth management services to discerning clients. Our mission is centered around delivering outstanding results through our bespoke approach, which combines expert knowledge with a deep understanding of each client's distinct circumstances.We take pride in being a...


  • Copenhagen, Copenhagen, Denmark Quintet Private Bank SA Full time

    Quintet Private Bank is a leading private bank in the wealth management sector; we are committed to our clients and their families, and pride ourselves on our personalised service based on a deep understanding of what clients want to achieve.We are a bank headquartered in Luxembourg, with branches in Germany, Netherlands and Belgium and a subsidiary in the...


  • Copenhagen, Copenhagen, Denmark J.P. Morgan Full time

    Career Opportunities in Global Private BankingWe're committed to helping our clients achieve their financial goals by delivering tailored wealth management solutions. As an Advisor Analyst Trainee, you'll play a critical role in supporting the development of these solutions and working closely with clients to understand their unique needs and objectives.The...


  • Copenhagen, Copenhagen, Denmark Performativ - Wealth Management Software Full time

    Are you an experienced Product Manager passionate about creating transformative fintech solutions in institutional finance and wealth management? Performativ is revolutionizing the wealth management industry, and we're looking for a Senior Product Manager to drive our product strategy and innovation as we scale rapidly.If you thrive in dynamic, high-growth...


  • Copenhagen, Copenhagen, Denmark Performativ - Wealth Management Software Full time

    Are you an experienced Product Manager passionate about creating transformative fintech solutions in institutional finance and wealth management? Performativ is revolutionizing the wealth management industry, and we're looking for a Senior Product Manager to drive our product strategy and innovation as we scale rapidly. If you thrive in dynamic, high-growth...


  • Copenhagen, Copenhagen, Denmark Danske Bank Full time

    BenefitsWe offer a highly attractive benefits package, including health and dental insurance, pension, phone, and other benefits.You will also enjoy flexible work hours, 6 weeks of vacation, and 5 care days to ensure your work-life balance.Your Key Responsibilities:Develop and own new Investment Tax, Pension, and insurance solutionsDrive customer journeys in...


  • Copenhagen, Copenhagen, Denmark Danske Bank Full time

    Join Our Wealth Planning & Investments TribeWe are looking for a seasoned Senior Business Analyst to contribute to the development of new Investment Tax solutions. As a member of our Wealth Planning & Investments Tribe, you will collaborate closely with Product Owner, development team, and Tax specialists to drive customer journeys in Investment Tax and...


  • Copenhagen, Copenhagen, Denmark J.P. Morgan Full time

    2025 Global Private Bank - Advisor Analyst Training Program OverviewWe're seeking a highly driven individual to join our team as an Advisor Analyst Trainee in Global Private Bank. As a key member of our advisory team, you will work closely with clients to develop and implement customized wealth management solutions that meet their unique goals and needs.The...


  • Copenhagen, Copenhagen, Denmark Danske Bank Full time

    Job DescriptionWe are looking for a highly skilled Business Functional Specialist to join our team. In this role, you will be responsible for driving customer journeys in Investment Tax and Pension offerings.As a key member of our Wealth Planning & Investments Tribe, you will collaborate closely with Product Owner, development team, and Tax specialists to...


  • Copenhagen, Copenhagen, Denmark Podimo Full time

    About the RoleWe are looking for a talented Financial Planning and Analysis Specialist to join our finance team at Podimo. As a Financial Planning and Analysis Specialist, you will be responsible for developing and maintaining comprehensive financial models, forecasts, and reports to support strategic planning and informed decision-making.Main...


  • Copenhagen, Copenhagen, Denmark Quintet Private Bank SA Full time

    Quintet Private Bank SA is a pioneering private bank in the European wealth management sector, dedicated to providing high-quality services to its esteemed clients. At the heart of our operations is a deep commitment to building long-lasting relationships, founded on trust, discretion, and a profound understanding of each client's unique needs and goals.With...


  • Copenhagen, Copenhagen, Denmark NetZero Full time

    At NetZero, we are seeking an experienced Project Planning Specialist to join our team in Denmark. This is an exciting opportunity to work on a large-scale project, utilizing industry-leading expertise in a dynamic and fast-paced environment.Key Responsibilities:Develop and maintain detailed project schedules using Primavera P6.Coordinate across mechanical,...


  • Copenhagen, Copenhagen, Denmark Swedavia AB Full time

    About the RoleWe are seeking a Production Planning Specialist to join our team in Copenhagen. The successful candidate will be responsible for assisting in preparing machine and production layouts for our new production and logistics site.The ideal candidate will have a positive approach, experience with 2D technical layouts, and a background in technical...


  • Copenhagen, Copenhagen, Denmark Quintet Private Bank SA Full time

    Quintet Private Bank SA is a recognized leader in the European private banking sector, renowned for its unwavering commitment to excellence and integrity. At the core of our operations lies a profound understanding of the complex needs of our high-net-worth and ultra-high-net-worth clients, whom we serve with discretion, precision, and compassion.Our...


  • Copenhagen, Copenhagen, Denmark Nykredit Full time

    Private Banker til Private Wealth ManagementEr du motiveret af at skabe gode kundeoplevelse? Vil du være en del af en succes og et strategisk vigtigt område - og samtidig være ansvarlig for din egen portefølje af vores mest formuende privatkunder? Vi vækster i Private Banking Elite og søger derfor nu en Private Banker til at understøtte rådgivningen...


  • Copenhagen, Copenhagen, Denmark Vestas Full time

    Job Description:Vestas is a global leader in the wind energy industry, and we are looking for a highly skilled Wind Energy Planning Specialist to join our Offshore EPPM team.The successful candidate will have expertise in project planning and management, and a proven track record of delivering complex projects on time and within budget.Key...


  • Copenhagen, Copenhagen, Denmark IFU Full time

    Job DescriptionFinancial Planning and Reporting SpecialistAssist in the preparation of quarterly investor reports and annual accounts for selected companies.Support the financial department in preparing budgets and consolidating financial reporting to the EU on specific investment mandates.Control underlying documentation in our ERP IT system.The ideal...


  • Copenhagen, Copenhagen, Denmark Danske Bank Full time

    About the RoleWe are seeking a skilled Senior Business Analyst to join our team as a Business Functional Specialist. This role will focus on developing new Investment Tax, Pension, and insurance solutions.As a member of our Wealth Planning & Investments Tribe, you will drive customer journeys in Investment Tax and Pension offerings, collaborating closely...


  • Copenhagen, Copenhagen, Denmark Hays Specialist Recruitment Full time

    Company OverviewHays Specialist Recruitment presents a fantastic opportunity for a refrigeration technician to join our client, a world-renowned manufacturer of ultra-low temperature freezers. Our client's innovative solutions cater to the pharmaceutical industry, ensuring top-quality products that meet stringent requirements.Salary and BenefitsThe...


  • Copenhagen, Copenhagen, Denmark Danske Bank Full time

    About UsDanske Bank is a leading financial institution committed to creating great customer experiences while continuously learning and improving.We are seeking a skilled Business Functional Specialist to join our Wealth Planning & Investments Tribe, which drives customer journeys in Investment Tax and Pension offerings.Your Key Responsibilities:Develop and...