Wealth Planning Specialist
il y a 3 semaines
Banque Internationale à Luxembourg, the oldest multi-business bank in the Grand Duchy, is seeking an experienced Wealth Planning Specialist to join its team.
About the RoleThis challenging position involves guiding bankers and clients on personal taxation, relocation, residential real estate investment, succession planning, and wealth structuring. The ideal candidate will have in-depth knowledge of Luxembourg and/or Belgian civil and tax law, particularly in matters of direct tax, indirect tax, and cross-border issues.
Key Responsibilities- Analyze, summarize, and interpret various options to propose pragmatic solutions while considering compliance and statutory provisions.
- Participate in working groups or committees as an expert, assessing and monitoring changes in legal and tax news in wealth management matters.
- Draft technical records, templates, brochures, and reference documents, keeping them up-to-date.
- Deliver presentations and training for colleagues, sharing best practices, knowledge, and experience within the team.
- Develop and maintain a network of trusted third-party advisors, notaries, and fiduciaries.
- A Master's in Law with in-depth knowledge of civil law and indirect taxation.
- Additionally, international law knowledge is recommended.
- At least 5-10 years' relevant work experience in an audit/tax advisory firm, law firm, or financial institution.
- Good knowledge of English (spoken and written) and fluency in other languages such as Dutch, French, or Luxembourgish.
- Technical skills and ability to build strong relationships with clients and colleagues.
Banque Internationale à Luxembourg offers a broad range of challenging projects and career paths. We prioritize your personal development and encourage you to explore different business areas for a well-rounded experience. Our commitment to diversity and inclusion fosters a culture that promotes individual growth and equal opportunities for all.
We estimate the annual salary for this role to be around €80,000 - €120,000, depending on experience and qualifications.
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