Job Description
We are seeking a highly skilled and experienced Senior Wealth Planner to join our team. As a key member of our organization, you will play a vital role in guiding clients on personal taxation, relocation, residential real estate investment, succession planning, and wealth structuring.
This complex and challenging role requires in-depth knowledge of Luxembourg civil and tax law, as well as the ability to analyze, summarize, and interpret options to propose pragmatic solutions. You will be working closely with bankers and clients to provide expert guidance and support.
* Provide expert guidance on personal taxation, relocation, and other legal matters
* Work in a fast-paced environment with multiple stakeholders, prioritizing tasks and managing competing demands
* Participate in working groups and committees as an expert, contributing to the development of new policies and procedures
* Stay up-to-date with changes in legal and tax news in wealth management matters, applying this knowledge to provide exceptional client service
* Develop technical records, templates, and reference documents, ensuring consistency and accuracy
* Deliver training and presentations to colleagues, sharing your expertise and experience
This is a challenging project that requires strong analytical and communication skills, as well as the ability to build lasting relationships with clients and colleagues.
As a Senior Wealth Planner, you will have the opportunity to work on a broad range of projects and career paths, while also prioritizing personal development and diversity & inclusion within the organization.