Senior Wealth Planner - Iberia & Latam (m/f). Luxemburgo

Your role – Are you ready for a challenge?

The Senior Wealth Planner - Iberia is responsible for addressing in a comprehensive way the wealth planning needs and goals of clients, partners and business for the Spanish and Portuguese markets, including also some Latam opportunities.

Your responsibilities will be as follows:

    Developing and maintaining thorough knowledge of the legal and tax aspects of the personal wealth and financial planning issues facing UHNW clients;

    Building strong relationships with wealth structuring and business development colleagues assisting and supporting them proactively in servicing partners and developing new business;

    Analysing the legal and tax viability of wealth planning solutions for clients;

    Developing and maintain relationships with leading legal firms and preferred suppliers;

    Liaising with external advisers; commission, analyse and summarise opinions;

    Monitoring changes to the financial planning environment internationally and investigating the potential impact or opportunities for the company;

    Analysing the effectiveness of non-standard large and complex cases, including client rationale in the choice of structure;

    Participating in product and market development in conjunction with the business development team, taking into account any relevant legal and tax frameworks as well as the internal business model, liaise with external lawyers and collaborate with the legal department;

    Developing excellent working relationships with our network of sales consultants, providing them with guidance on all legal and tax aspects of client cases and provide support to the development of solutions and business relationships;

    Providing legal and tax assistance on matters regarding new and existing business and clients;

    Participating actively in marketing initiatives, including presentation at roundtable events, partner training sessions and contribution to newsletters.

Your profile – Have you got what it takes to become our Senior Wealth Planner?

    Spanish or Portuguese qualified attorney or tax expert;

    10+ years' experience at a leading private bank, law firm, insurance company, civil law notary's office or other advisory outfit;

    Experience and good working knowledge with regard to structuring wealth for Spanish and Portuguese clients, ideally across borders;

    Expertise in Spanish and Portuguese civil law and tax law. International experience welcome;

    Ability to work autonomously, to prioritise tasks and exercise sound judgement and creativity in finding solutions;

    Outstanding organisational and communication skills;

    Strong client/solution focus;

    Fluency in Spanish, Portuguese and English. Proficiency in another European language is an asset.