Wealth Planner

Norman Alex; Nice; On-site; EUR 120,000 - 180,000; Full time

Job summary

Norman Alex in France seeks an experienced wealth planning professional to advise high-net-worth clients across Monaco and France on sophisticated wealth structuring, tax optimisation, and estate planning. You will develop tailored solutions for complex French and cross-border matters, collaborating with legal, tax and financial specialists across Europe.

The role requires at least five years' experience in wealth planning or private banking, with strong French taxation knowledge and

Qualifications

• At least 5 years' experience in wealth planning, private banking, tax law or notarial practice with strong French tax expertise.
• Sound understanding of international tax matters and high level of professional English.

Responsibilities

• Advise high-net-worth and ultra-high-net-worth clients on wealth structuring, tax optimisation, estate planning and international succession.
• Develop tailored solutions for complex French and cross-border situations with legal, tax and financial specialists across Europe.
• Collaborate with private bankers in Monaco and France to deliver integrated wealth management advice.

Skills

Private banking

Wealth planning

Tax law

Notarial practice

English proficiency

Job description

This is an exciting opportunity to join a prestigious private banking group.

Working closely with private bankers in Monaco and France, you will advise high-net-worth and ultra-high-net-worth clients on sophisticated wealth structuring, tax optimisation, estate planning and international succession matters.

You will develop tailored solutions for complex French and cross-border situations, collaborating with legal, tax and financial specialists across Europe.

The ideal candidate will have at least 5 years' experience in wealth planning, private banking, tax law or notarial practice, with strong expertise in French taxation and a sound understanding of international tax matters.

Excellent interpersonal skills, commercial awareness and a high level of professional English are essential.