Senior Wealth Planner

il y a 4 semaines


Luxembourg City Banque Internationale à Luxembourg BIL Temps plein

Job Title: Senior Wealth Planner

Banque Internationale à Luxembourg (BIL) is a leading financial institution with a rich history dating back to 1856. As a Senior Wealth Planner, you will play a crucial role in guiding bankers and clients on personal taxation, relocation, residential real estate investment, succession planning, and wealth structuring.

Key Responsibilities:

  • Analyze and summarize complex financial data to propose pragmatic solutions
  • Participate in working groups and committees as an expert in wealth management
  • Assess and monitor changes in legal and tax news in wealth management matters
  • Develop and maintain a network of trusted third-party advisors, notaries, and fiduciaries

Requirements:

  • Master's in Law with in-depth knowledge of civil law and indirect taxation
  • At least 5 to 10 years' relevant work experience in an audit/tax advisory firm, law firm, or financial institution
  • Good knowledge of Luxembourgish, Dutch, French, and English (spoken and written)

About BIL:

BIL is committed to creating a culture of inclusion that encourages individual development with equal opportunities for all. We believe that diversity and inclusion contribute towards increasing the collective performance of the Bank.


  • Senior Wealth Planner

    il y a 2 semaines


    Luxembourg City Banque Internationale à Luxembourg BIL Temps plein

    Banque Internationale à Luxembourg is a leader in wealth management, and we are seeking a talented individual to join our team as a Wealth Planner. In this role, you will be responsible for guiding clients on personal taxation, relocation, and wealth structuring.Key Responsibilities:Analyze and interpret tax laws and regulations to provide clients with...

  • Senior Wealth Planner

    Il y a 5 mois


    Luxembourg Banque Internationale à Luxembourg BIL Temps plein

    Founded in 1856, Banque Internationale à Luxembourg is the oldest multi-business bank in the Grand Duchy. From its foundation, the BIL has always played an active role in the development of the Luxembourg economy. It currently operates in retail, private and corporate banking, as well as on major capital markets. Employing more than 2 000 people, BIL is...

  • Legal Counsel

    Il y a 6 mois


    Luxembourg Source Up Temps plein

    You will work for an international bank with more than 1,500 employees in Luxembourg. You will have the opportunity to develop multiple cross-functional skills The company promotes work-life balance **About the offer** Permanent contract Location : Luxembourg Center Top 3 Key competencies: - Detail oriented - Legal Counsel previous experience -...


  • Luxembourg City Ernst Young Services S.A. Temps plein

    Wealth & Asset Management Senior-Manager/ Manager The opportunity You will collaborate with high performing professionals from different backgrounds on challenging projects in the asset management industry providing services to traditional and alternative Fund Managers as well as Asset Servicers. Your key responsibilities As a (Senior-)Manager within...

  • Wealth Planner Portugal

    Il y a 6 mois


    Leudelange - Luxembourg Bâloise Assurance Luxembourg Temps plein

    O candidato seleccionado integrará a nossa equipa de Legal e Wealth Planning no Luxemburgo e juntar-se-á a uma equipa dinâmica e entusiástica. Entrada imediata no escritório no Luxemburgo ou entrada em comum acordo. Principais responsabilidades: Desenvolver e gerir as necessidades e expectativas do cliente fornecendo soluções feitas à medida para os...


  • Luxembourg City Ernst Young Services S.A. Temps plein

    Job SummaryWe are seeking a highly skilled and experienced Wealth and Asset Management professional to join our team. As a Senior Manager, you will be responsible for collaborating with high-performing professionals on challenging projects in the asset management industry.Key ResponsibilitiesDesign and implement target operating models for asset management...


  • Luxembourg UBS Luxembourg Temps plein

    **Relationship Manager Wealth Management (F/M)**: **Your role** Are you a people person? Do you know how to give superior investment advice that grows client wealth? We’re looking for a Relationship Manager to: - develop and maintain trustworthy client partnerships with the main focus on strategic advice - grow topline through focus on GFIW clients,...


  • Luxembourg UBS Temps plein

    Luxembourg - Client advisory / Relationship management - Global Wealth Management **Job Reference #** - 275192BR **City** - Luxembourg **Job Type** - Full Time **Your role** - Are you a people person? Do you know how to give superior investment advice that grows client wealth? - We’re looking for a Relationship Manager to: - develop and maintain...

  • Wealth Manager Senior

    Il y a 5 mois


    Luxembourg Genius Career Temps plein

    Nous recherchons pour notre partenaire un (e) Weath Manager Sénior H/F en CDI à temps plein poste à pourvoir immédiatement Le contexte: - Initier et développer les relations nécessaires à l'acquisition d'une nouvelle clientèle privée française haut de gamme. - Accompagner des clients existants en coordonnant pro-activement les interactions...


  • Luxembourg City Lombard International Assurance S.A. Temps plein

    About UsLombard International Group is a leading European provider of cross-border wealth, estate and succession planning solutions. Our 30+ years' experience combined with our award-winning solutions and services are highly sought after and valued by our clients and their advisers.Role OverviewWe are seeking an experienced Senior Relationship Manager to...

  • Private Wealth Lawyer

    Il y a 5 mois


    Luxembourg Arendt & Medernach Temps plein

    Arendt & Medernach is the leading independent business law firm in Luxembourg. The firm’s international team of more than 450 legal professionals represents Luxembourg and foreign clients in all areas of Luxembourg business law from its main office in Luxembourg and representative offices in Hong Kong, London, New York and Paris. Our service to clients is...

  • Junior Investment Advisor

    il y a 4 semaines


    Luxembourg Indosuez Wealth Management Temps plein

    **Description du poste**: - Assister les Senior Advisors dans l’analyse de portefeuilles, la génération d’idées d’investissement et la réalisation de propositions d’investissement en accord avec la stratégie maison. - Se tenir informé de l’actualité des marchés financiers, des développements micro et macro-économiques et participer à la...


  • Luxembourg Julius Baer Temps plein

    At Julius Baer, we celebrate and value the individual qualities you bring, enabling you to be impactful, to be entrepreneurial, to be empowered, and to create value beyond wealth. Let’s shape the future of wealth management together. You will be working in the Wealth Planning Life Insurance team within the Investment and Wealth Management Solution (IWMS)...


  • Luxembourg Indosuez Wealth Management Temps plein

    **Description du poste**: **_Au sein du centre d’expertise locale en matière de gestion discrétionnaire, vous assistez les gérants Senior dans la gestion quotidienne de leurs mandats. Vous contribuez à diverses tâches en lien avec cette activité. _** Cette fonction comporte: - Le support aux gérants Senior dans le cadre de la construction et du...


  • Luxembourg UBS Temps plein

    Luxembourg - Business management, administration and support - Global Wealth Management **Job Reference #** - 296321BR **City** - Luxembourg **Your role** - Are you a motivated self-starter? Are you at your best when supporting others? We’re looking for someone like you to: - Support the team by dealing on a daily basis with clients’ administrative...


  • Luxembourg Banque de Luxembourg Temps plein

    **Type de contrat**: CDI **Temps de travail**: Temps plein **Activités / Missions**: Présente au Luxembourg depuis plus de 100 ans, la Banque de Luxembourg est un acteur financier incontournable de la place, au service de clients privés, de clients de type entreprises ou institutionnels. Labellisés B-Corp, nous nous engageons pour un impact social,...


  • Luxembourg UBS Luxembourg Temps plein

    **Intern in UBS Wealth Management Nordic**: Job Reference 291261BR **Your role** Are you a self-starter? Are you at your best when supporting others and truly motivated on client success and satisfaction. We are looking for someone like you to: - Support the team by dealing on a daily basis with clients’ administrative inquiries - Review client...


  • Luxembourg City Palana S.A. Temps plein

    About Palana S.A.Palana S.A. is a dynamic and fast-growing advisory firm specializing in Asset & Wealth Management services. We tackle complex regulatory, operational, and strategic questions of the market, offering high-quality advice across various asset classes including vanilla, private equity, real estate, and infrastructure.Job SummaryWe are seeking a...

  • Global Wealth Management

    Il y a 5 mois


    Luxembourg UBS Temps plein

    Luxembourg - Risk - Group Functions **Job Reference #** - 291029BR **City** - Luxembourg **Job Type** - Full Time **Your role** **Your team** **Your expertise** - Develop and implement credit risk management strategies and policies to ensure the strength of the portfolio. - Assess the creditworthiness of potential customers and make decisions about...


  • Luxembourg City Lombard International Assurance S.A. Temps plein

    About Lombard International GroupLombard International Group is a leading European provider of cross-border wealth, estate, and succession planning solutions. Our expertise spans over 30 years, and we offer award-winning solutions and services to our clients and their advisers. We help them protect, preserve, and pass on their wealth for future...