| Location | Luxembourg |
|---|---|
| Contract | Full-Time |
| Company | www.wemploy.com |
| Last Update | December 28, 2016 |
Description
- Acquire and maintain thorough knowledge of the personal wealth and financial planning issues facing UHNW clients in Germany
- Analyse the effectiveness of proposed new solutions and non-standard large and complex cases, including client rationale in the choice of structure
- Develop and implement effective estate and succession planning solutions for UHNW client base
- Build strong relationships with business development and wealth structuring colleagues, supporting them proactively in servicing partners and developing new business
- Work closely with our commercial teams, providing them with guidance on technical aspects of client cases and support in the development of business relationships
- Develop and maintain network of leading legal firms and preferred suppliers
- Liaise with external counsel; commission, analyse and summarise legal and tax opinions
- Provide technical assistance internally on matters regarding new and existing business and clients
- Monitor changes in the wealth management environment in and investigate the potential impact or opportunities for the company
- Participate in product development
Your profile
- Degree or Masters level education, preferably in law
- Minimum of 5 years’ financial services experience (post-qualification) in-house or in a reputable mid-sized or top-tier tax or legal firm
- Excellent knowledge of German life assurance
- Expertise in personal and corporate taxation
- Ability to work autonomously where appropriate, to prioritise tasks and exercise sound judgement and creativity in finding solutions
- Outstanding organisational and communication skills
- German speaker. Excellent level of English. Proficiency in other major European languages is useful
Requirements
Education
| Master Or Equivalent Level |
Languages
| C2 | German | |
|---|---|---|
| C2 | English |
Experience
| 5-7 Years | Private Banking & Wealth Management |
|---|---|
| 5-7 Years | Tax |
| 5-7 Years | Insurance |
Skills
- Life Insurance
- Wealth Management
- Tax
www.wemploy.com

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