International Estate & Tax Planning Specialist (M/F) recruitment
INTERNATIONAL ESTATE TAX PLANNING SPECIALIST (M/F)
Being part of the international Wealth Analysis Planning Team based in Luxembourg, you will be in charge of advising High Net Worth Individuals. These clients who live in Northern Europe or in other jurisdictions across Europe are seeking optimal solutions for specific needs in Wealth Management.
Your main responsibilities:
* As an expert, you offer Wealth Management advisory services and solutions to HNWI and you accompany them in wealth structuring, wealth transmission, financial and tax planning for their assets (financial, real estate, corporate …).
* You work closely with the Private Bankers, meeting clients and prospects and making a detailed assessment of their needs, objectives and patrimonial situation.
* You propose tailored and innovative solutions meeting the needs of the HNWI and taking into account complex cross border issues and their home country legal and tax specificities.
* You implement these solutions and ensure a proactive follow-up.
* You support the Private Bankers in attracting new clients with your specialist knowledge.
Your Profile:
* Master’s Degree (BAC +4/5) in Law or Master’s Degree (BAC +4/5) in Economics complemented by a Tax specialization or equivalent experience.
* Minimum 10 years experience
* Strong verbal and written communication skills, with the ability to interact with HNWI
* Fluency in English (both spoken and written). Knowledge of Danish, Swedish or French is an advantage.
* Strong commitment to provide a high quality service, team spirit and commercial skills.
* Willingness to regularly travel within Europe.