Wealth Planner / engineer – UH Clients - European markets - Holistic approach

  • Competitive
  • Luxembourg
  • CDI, Plein-temps
  • Kingsley & Partners
  • 11 déc. 17 2017-12-11

A solid Banking Group has mandated us to find 2 Wealth Planners to strengthen its team.

You will benefit from:

  • A strong and established brand that is part of an international group (CIB, Real estate, WM, …)
  • Internal promotion possibilities for positions such as Senior, Head of, … 
  • Internal mobility abroad such as Switzerland, Monaco, London, Paris, … or for other position such as banker, CIO, …
  • A flexible environment, surrounded and supported by professionals
  • Work in Team of Wealth Planners (2-3 people) together with the Senior Bankers and have the opportunity to be in regular contact with the clients you are taking care of.
  • Access to a full range of (specialized) services for the clients 
  • competitive salary   +   and competitive Bonus   +   Package

Job details:

  • Provide wealth engineering advice to a portfolio of clients
  • Resolve complex tax issues in collaboration with the relationship managers
  • Ensure that all compliance, regulatory and audit requirements are met
  • Develop tailor made solutions to meet your client’s needs.

Key requirements:

  • You worked between 3 and 10 years in Wealth Management
  • You have strong technical skills and still you want to improve
  • Be entrepreneurial and have excellent relationship skills
  • You are aware of the different trends in your area of expertise
  • You are fluent in English – any other language is an asset
  • You are result and client oriented with a proactive attitude

 

If you are interested in this position, please email us a copy of your CV in WORD format (pb@kingsleyandpartners.com) for a confidential discussion on the role or call (+352) 20 88 22 88. Our consultants are available anytime to answer your questions.

Kingsley and Partners is an executive search boutique that offers staffing solutions in three specific domains, being: Wealth Management, Finance and Legal.

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* Please note that only short-listed candidates will be contacted