Wealth Planning Opportunity
We are seeking a seasoned wealth planner to join our team in Luxembourg.
* The ideal candidate will provide technical and legal support to sales teams, conduct comprehensive wealth, tax, and legal analyses, and foster relationships with external advisors.
Key Responsibilities
1. Deliver technical and legal expertise to sales teams to drive business growth.
2. Conduct in-depth studies on wealth, tax, and legal matters related to life insurance and capitalization contracts.
3. Collaborate with sales teams to develop targeted strategies for high-end prospects.
4. Design and deliver training programs for sales professionals and partners on topics like wealth and estate planning.
5. Create engaging presentations and marketing materials for partners and sales teams.
6. Promote effective communication and events for partners/clients.
Requirements
* Strong educational foundation in law, economics, and/or taxation.
* At least 5 years of experience in a similar role.
* Detailed knowledge of wealth, estate, and tax matters.
* Able to work independently, rigorously, and efficiently.
* Excellent commercial acumen and strong interpersonal skills.
About Our Company Culture
We value operational excellence, collaboration, and innovation. As part of Foyer Group, we offer a dynamic work environment, flexible working hours, and various benefits including health insurance and group insurance.
This is an exciting opportunity to grow professionally and contribute to the success of our organization.