Wealth Planner

il y a 6 jours


Luxembourg, Luxembourg Select Luxembourg Temps plein
Organisation and department description

Our esteemed client, a renowned life insurance company with over three decades of expertise, is in search of a Wealth Planner for the French Market.

Delve into a rewarding career, where you can shape success

Job description

Your role includes:

  • Providing technical and legal support to sales teams;
  • Conducting studies on wealth, tax, and legal aspects for life insurance and capitalization contracts;
  • Developing and delivering legal and tax training programs;
  • Creating presentations, marketing materials, and participating in external communications and events;
  • Contributing to the development of new products and solutions in wealth and succession planning. Profile
You are the ideal candidate if you possess :

  • University degree in law, economics, or taxation;
  • Minimum of 5 years' experience in a similar position;
  • Expertise in wealth management, inheritance, and taxation;
  • Skill in structuring life insurance arrangements;
  • Fluency in both French and English. Offer
Seize this opportunity to be part of a forward-thinking team, driving impactful change in the French market. If you're ready for a challenging and rewarding journey, apply now
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