Senior Wealth Planner

Vor 2 Tagen


Konz, Deutschland AXIS Group Vollzeit
Are you a seasoned Wealth Planner with expertise in Belgian Market looking for a new challenge? Our client, a leading financial institution, is seeking a Senior Wealth Planner to join their team. In this role, you will provide strategic guidance on personal taxation, wealth structuring, and legal matters to bankers and clients. If you have a Master's degree in Law, 5-10 years of experience, and fluency in Luxembourgish or Dutch, French, and English, this could be the perfect opportunity for you. Join a dynamic team, enjoy a competitive salary, and explore diverse projects while advancing your career. Don't miss out on this chance to grow professionally Apply now

Description

  • As a [Job Title] at Our client, you will be responsible for providing guidance to bankers and clients on various aspects such as personal taxation, residential real estate investment, wealth structuring, and legal matters.
  • Your role will require you to have a deep understanding of Luxembourg and/or Belgian civil and tax law, focusing on direct tax, indirect tax, and cross-border issues.
  • Working in a challenging environment, you will analyze multiple options, interpret them, and propose practical solutions while ensuring compliance with legal regulations and statutory provisions.
  • You will actively participate in working groups as a subject matter expert for Wealth Management within the organization, constantly updating yourself on legal and tax news to keep clients and bankers informed of potential risks and opportunities.
  • Drafting technical documents and maintaining reference materials will be part of your responsibilities.
  • Sharing your knowledge and experience, conducting training sessions, and contributing to team projects will also be essential in this role.
  • Building and nurturing relationships with external advisors and professionals will also be crucial.

Profile

  • Possess a Master's degree in Law specializing in civil law and indirect taxation, along with a strong understanding of international law.
  • Demonstrated experience of 5 to 10 years in a relevant role within an audit/tax advisory firm, a law firm, or a financial institution.
  • Proficiency in Luxembourgish or Dutch, French, and English languages (both spoken and written).
  • Strong technical aptitude and the ability to cultivate robust relationships with clients and colleagues to enhance your reputation as a subject matter expert.
  • Dedicated to sharing your knowledge with a diverse team and adept at adapting to various situations while effectively communicating complex concepts in a simplified manner.
  • Customer-centric mindset, enthusiastic about leveraging your expertise to create business opportunities.

Offer

Our client offers you:
  • A competitive salary package with ample opportunities for career advancement and a variety of challenging projects to work on.
  • Full support in identifying career paths that align with your skills and aspirations, prioritizing your personal growth and development.
  • Encouragement to explore various business areas to gain comprehensive experience and broaden your skills and knowledge.
  • A strong belief in the benefits of diversity and inclusion, fostering a culture that values every individual's contribution and provides equal opportunities for all to thrive and grow within the company.


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