Wealth Planner (H / F) - Family Office

Harry Hope.; Ralingen; Vor Ort; EUR 60.000 - 100.000; Vollzeit

Zusammenfassung

A prestigious international Family Office is seeking a Wealth Planner to join its dynamic Luxembourg-based team. This role focuses on advising high-net-worth families on complex estate planning, cross-border tax structuring, and wealth organization. The ideal candidate will possess a strong legal or tax background, with a deep understanding of Luxembourg and French tax regulations. In this client-facing role, you will collaborate with a multidisciplinary team to deliver tailored solutions while maintaining the highest standards of client service. If you are detail-oriented and passionate about wealth management, this is an exciting opportunity to make a significant impact in a thriving environment.

Qualifikationen

• 1 to 3 years of experience in wealth planning or tax advisory.
• Higher education in law, tax, finance, or wealth management.
• Strong understanding of Luxembourg and French tax systems.

Aufgaben

• Provide legal and tax advice on estate planning and governance.
• Assist in managing complex wealth structures like trusts.
• Maintain client relationships with high standards of discretion.

Kenntnisse

Wealth Planning

Tax Advisory

Legal Consulting

Client Relationship Management

Cross-Border Tax Structuring

Interpersonal Skills

Communication Skills

Ausbildung

Master's degree in Law

LL.M.

Higher education in Finance

Jobbeschreibung

POSTE

A prestigious international Family Office is seeking a Wealth Planner to join its Luxembourg-based team. This role involves working with high-net-worth and ultra-high-net-worth families, advising on complex estate planning, cross-border tax structuring, and wealth organization.

The ideal candidate will have a legal, tax, or wealth management background with solid knowledge of both Luxembourg and French tax regulations. This is a client-facing, advisory role within a multidisciplinary team and a dynamic, international environment.

Key Responsibilities :

• Provide legal, tax, and estate planning advice, with a focus on succession planning, family governance, and international tax matters.
• Assist in structuring and managing complex wealth structures, such as trusts, foundations, and holding entities.
• Conduct legal and tax analysis to ensure compliance with Luxembourg, French, and cross-border regulations.
• Work closely with internal teams including investment advisors, legal experts, and fiduciary specialists to deliver tailored solutions.
• Maintain and strengthen client relationships, ensuring the highest standards of discretion and confidentiality.
• Support the preparation of client meeting documentation, performance reviews, and investment analysis.
• Identify cross-selling opportunities and contribute to business development efforts across European markets.
• Ensure proper execution and reporting of all client-related transactions.
• Stay informed on changes in relevant tax legislation and wealth management regulations.

Candidate Profile :

• 1 to 3 years of experience in wealth planning, private banking, tax advisory, or legal consulting.
• Higher education in law, tax, finance, or wealth management (Master's degree, LL.M., CESB, or equivalent).
• Strong understanding of Luxembourg and French tax systems and wealth structuring mechanisms.
• Ability to navigate international and cross-border regulatory environments.
• Highly organized, detail-oriented, and capable of managing complex client needs autonomously.
• Excellent interpersonal and communication skills, with a strong client-service orientation.
• Fluency in French and English is required; additional languages are a plus.

PROFIL

Candidate Profile :

• 1 to 3 years of experience in wealth planning, private banking, tax advisory, or legal consulting.
• Higher education in law, tax, finance, or wealth management (Master's degree, LL.M., CESB, or equivalent).
• Strong understanding of Luxembourg and French tax systems and wealth structuring mechanisms.
• Ability to navigate international and cross-border regulatory environments.
• Highly organized, detail-oriented, and capable of managing complex client needs autonomously.
• Excellent interpersonal and communication skills, with a strong client-service orientation.
• Fluency in French and English is required; additional languages are a plus.