As Senior Wealth Planner, based in Luxembourg, the candidate will support the sales team into the business development and maintenance of the wealth structuring solutions using life insurance in a cross border context.

Location	Luxembourg
Contract	Full-Time
Company	www.wemploy.com
Last Update	January 08, 2017

The main responsibilities are the following:  

• Provide our clients and partners with a wealth structuring support using life insurance
• Design, on reactive and pro-active basis, wealth structuring solutions taking into account the local tax and legal constraints while respecting the business model
• Participate as tax and legal expert to the product development designing the product specificities and ensuring the development of the legal documentation
• Promote existing solutions for Latam and Portugal during partners dedicated events and
• Investigate new business opportunities in Latam and designing appropriate solution
• Support the internal stakeholders for the legal and tax maintenance of the existing business
• Develop and maintain a strong legal and tax knowledge on the covered markets  
• Improve and entertain an external legal and tax adviser’s network
• Develop strong working relationship with Sales and other internal stakeholders
• Participate actively in marketing initiatives including event, newsletter, partner training, etc. 

Profile

• Master Degree in preferably in law, specialization in civil, matrimonial, inheritance and tax law Knowledge in Company Law, Law of Will & Succession
• At least 5 years’ experience at a leading private bank, law firm or life insurance company delivering wealth structuring, tax and legal advice, covering Latam markets and/or Portugal
• Contract drafting skills
• Rigorous and detailed minded
• Flexible and eager to learn
• Capable of working independently as well as within a team
• Problem solver & solution oriented
• Knowledge of Luxembourg life insurance in a cross-border context is an asset
• Portuguese mother tongue, fluent in Spanish and English
• French is an asset

Education

Master Or Equivalent Level

Languages

	C2	Portuguese
	C2	English
	C2	Spanish

Experience

5-7 Years	Wealth Planner
5-7 Years	Life Insurance

We employ, you prosper!