Wealth Analysis & Planning Specialist F/M

As a Wealth Analysis & Planning Specialist F/M, your main responsibility is to provide comprehensive analysis and expert advice in tax, legal, and wealth management matters for an international Private Banking clientele. You will work closely with Private Banking sales teams, helping assess clients’ situations and offering tailored solutions.

Key Responsibilities:

• Expert Support: You will provide legal, tax, and wealth planning expertise during client meetings, ensuring that all aspects of their financial situation are taken into account to offer individualized solutions.

• Legal and Tax Updates: Regularly monitor national and international legal and tax developments to ensure up-to-date advisory services.

• Collaborate with Internal Experts: Act as a liaison between sales teams and the bank's risk management, legal, and compliance departments. You'll also participate in working groups within Private Banking to contribute as a subject matter expert.

• Training & Guideline Development: Create guidelines and deliver training sessions to sales teams to improve their understanding of tax compliance policies.

Profile :

• A university degree in law, ideally with a specialization in tax or notarial law.
• A minimum of 5-10 years in a legal firm, notary office, or a similar role in a financial institution.
• Strong knowledge of Belgian, French, Luxembourg, and international tax regulations.
• Strong analytical, organizational, and problem-solving abilities.
• Fluency in French and English is required; knowledge of Dutch is an asset.

If you are interested in this opportunity please send your application to Raphael COHEN, Morgan Philips Executive Search. Your application will be treated with the utmost discretion.