Wealth Planning solutions – European markets – Holistic approach

  • Competitive + Bonus
  • Luxembourg
  • Permanent, Full time
  • Kingsley & Partners
  • 19 Sep 17

A solid Banking Group have mandated us to find a Wealth Planner (a team of Wealth Planners with a responsible could be considered as well).

You will benefit from:

  • A strong and solid brand that is part of an international group (CIB, Real estate, WM, …)
  • An Hybrid position where you combined your technical skills with a commercial approach
  • Access to a full range of (specialized) services for the clients  
  • Internal promotion possibilities and internal mobility within the Group (locally or internationally)
  • A flexible environment, surrounded and supported by professionals
  • The possibility to influence the strategy of the department
  • The flexibility to stay in contact with your current network of clients
  • competitive fix salary + car + Bonus + Team Bonus + Package


Job details:

  • Approach and meet UH prospects. Assist the RM in meeting clients
  • Provide wealth engineering advice to a portfolio of UH clients, with a focus on European Clients (mainly Fr, Be, Sp, It )
  • Resolve complex tax issues in collaboration with the relationship managers
  • Ensure that all compliance, regulatory and audit requirements are met
  • Develop tailor made solutions to meet your client’s needs.


Key requirements:

  • You have a master in a Business School / Finance
  • You worked at least 5 years in Wealth Management (Big4 or Banks)
  • Be entrepreneurial and have excellent relationship skills
  • You are aware of the different trends in your area of expertise
  • You are fluent in English. Ideally you speak French. Other languages are an asset
  • You are result and client oriented with a proactive attitude



If you are interested in this position, please email us a copy of your CV in WORD format (pb@kingsleyandpartners.com) for a confidential discussion on the role or call (+352) 20 88 22 88. Our consultants are available anytime to answer your questions.

Kingsley and Partners is an executive search boutique that offers staffing solutions in three specific domains, being: Wealth Management, Finance and Legal.

  • Feel free to visit our website to go through all our offers: http://www.kingsleyandpartners.com
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* Please note that only short-listed candidates will be contacted