German Wealth Planner (m/f) recruitment
Your role
• Develop and maintain thorough knowledge of the personal wealth and financial planning issues facing UHNW clients on the German and International markets
• Analyse available tax compliant and efficient wealth planning solutions for such clients
• Develop and maintain relationships with leading tax advisers and Big Four organisations
• Coordinate, continually expand and update wealth advice obtained in all markets ensuring it is integrated into the existing database of external advice
• Monitor changes to the financial planning environment in all markets and investigate the potential impact or opportunities for Lombard
• Analyse the effectiveness of proposed new solutions and non-standard large and complex cases, including client rationale in the choice of structure
• Develop new solutions, in collaboration with the Business Development team.
• Develop strategies based on wealth planning opportunities and contribute to solving large and complex cases
• Develop excellent working relationships with our network of Sales Consultants, providing them with guidance on all aspects of client taxation
Your profile
• University degree, preferably in Economics or Law (Masters specialising in international Tax or Wealth Planning)
• At least 5 years’ experience (post-qualification) in the Wealth Planning Department of a leading private bank or financial institution (the Big Four) or in the international tax department of legal tax company
• Attention to detail, willingness to learn, flexibility, ability to work in a team and under pressure
• Ability to work autonomously, to prioritise tasks and exercise sound judgement and creativity in finding solutions
• Outstanding organisational and communication skills
• Good analytical skills
• Ability to act at a very senior level
• Native German and fluent English, knowledge of any additional language would be an advantage
• Trust and Estate Practiser, being a Charted Accountant or Lawyer is considered as an asset