Job Title: Wealth Planner
Description
Innovative Life Insurance Solutions in Luxembourg
Our team in Luxembourg designs cutting-edge life insurance and capitalization solutions, backed by a leading local insurance company. We are committed to operational excellence and have developed a collaborative mindset with 130 international experts.
As we continue to expand, we seek a skilled Wealth Planner to join our team.
This role reports directly to the Sales Department and works closely with other teams to ensure innovative solutions meet sales goals.
The successful candidate will manage relationships with external advisors and implement wealth and tax engineering solutions, requiring strong technical and legal support skills.
You will help sales teams differentiate themselves through preferential treatment of high-end prospects, develop training programs, create presentations, and participate in communication actions and events.
We are looking for an autonomous, rigorous, and organized individual with good knowledge of wealth, estate, and tax matters, as well as a strong commercial sense and excellent listening skills.
Requirements
* University education in law, economics, or taxation.
* At least 5 years of experience in a similar role.
* Familiarity with structuring aspects related to life insurance.
* Solution-oriented approach.
* Fluency in English, with additional languages like Finnish or Swedish being an advantage.
Benefits
A multicultural work environment offering learning and innovation opportunities.
A flexible working hours system.
The framework of a large group with the flexibility of an SME.
The possibility of working from home.
A company restaurant at a preferential rate.
A gym with a coach.
Hospitalization insurance and group insurance.
A concierge service.