Estate Planner | Remote Wealth & Tax Planning Expert

Banque Internationale à Luxembourg SA; Oost-Vlaanderen; Hybrid; EUR 65,000 - 90,000; Full time

Benefits offered by this job

Remote work option

Cross-office travel

Professional training budget

Job summary

CapitalatWork in Ghent seeks an experienced Estate Planner to advise clients on legal, civil and tax aspects of their estate and help structure and transfer wealth. You’ll collaborate with relationship managers and external advisers to implement solutions.

The role demands strong civil law and taxation knowledge, five years in a related field, and fluent Dutch with good French/English as assets. Flexible travel to other Belgian offices is expected.

Qualifications

• Master’s degree in Law, Tax Law, Notarial Law or another relevant field.
• At least five years of relevant professional experience in finance/private banking/wealth management/estate planning.
• Solid knowledge of civil law, inheritance law and taxation; apply to client situations.
• Strong analytical, structured, client-oriented approach; attention to detail.
• Willing to take responsibility for substantive and administrative file aspects.
• Clear and professional communication in writing and verbally.
• Very good command of Dutch; working knowledge of French and English is an asset.

Responsibilities

• Analyse clients' personal, family and financial estate planning needs.
• Develop clear, structured estate-planning recommendations within civil/tax frameworks.
• Support relationship managers during meetings; contribute estate-planning expertise.
• Prepare written analyses, client reports, internal notes and docs.
• Ensure accurate administrative processing, documentation and follow-up.
• Coordinate with notaries, lawyers, accountants and external advisers when needed.
• Keep up with civil, inheritance law and taxation developments.

Education

Master's degree in Law/Tax/Notarial Law

Job description

CapitalatWork in Ghent seeks an experienced Estate Planner to advise clients on legal, civil and tax aspects of their estate and help structure and transfer wealth. You’ll collaborate with relationship managers and external advisers to implement solutions.

The role demands strong civil law and taxation knowledge, five years in a related field, and fluent Dutch with good French/English as assets. Flexible travel to other Belgian offices is expected.