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Senior Wealth Planner
il y a 3 semaines
Responsibilities:
You are in charge to provide legal and/or tax expertise to colleagues and clients/prospects.
The objective is to create leverage for the commercial activity and to highlight the image of BIL Wealth Management as a recognized expert.
You will be responsible of the expertise given on both Wallonia and Flanders. The position is based in Luxembourg.What will you do ?
- Client/prospects:_
- You provide legal and tax expertise on the various wealth structuring techniques to support the clients/prospects and colleagues
- You have indepth knowledge of Belgian civil law and tax law (particularly in matters of direct tax (revenues/capital gains), indirect tax (registration/inheritance tax) and cross border issues)
- Based on complex (legal) texts, you are able to give clear information, whilst taking into account the rules of compliance and statutory provisions (public policy rules, antifraud and antimoney laundering legislation, etc.)
- Ethics and procedures:_
BIL Group is deeply committed to the preservation of its integrity and reputation, not only for itself but also in relation to its clients, relevant authorities, and other actors in the financial markets.
In this respect:
- As a member of the First Line of Defense of BIL, you will be liable for respecting the rules of compliance and statutory provisions (public policy rules, antifraud and antimoney laundering legislation, etc.) and supporting your colleagues on specific questions regarding your area of expertise
- You participate in working groups or in committees as an expert, both for Wealth Management and for the bank
- Information and trainings:_
- You assess and monitor changes in legal and tax news in wealth management matters
- You draw up technical records, templates, brochures and reference documents and you keep them uptodate
- You give presentations and deliver training for your colleagues
- You take the initiative in order to share best practice and knowledge (information sessions, workshops, internal consultation meetings, etc.)
Your profile
- You have:_
- an additional knowledge in international law is also recommended
- at least 7 years' relevant work experience in Belgium gained through working within an audit/tax advisory firm, a law firm or financial Institution
- good knowledge of French, Dutch and English (spoken and written)
- technical skills and the ability to build strong and lasting relationships with your clients and colleagues to contribute to make you well-known as an expert
- You are:_
- client-focused, keen to share your expertise in order to make commercial opportunities possible
- assertive and adapt to the situation and you have the capacity to present complex issues in a simple way
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