Wealth Planner - Luxembourgish Market | Luxembourg

On behalf of a leading organization in the banking sector, we are currently looking for a Wealth Planning Specialist for the local market. 

Our client

Our client is a large European bank with three different business lines in Luxembourg: retail, corporate and private banking. This position is within the private banking department and focuses on Luxembourgish clients. 

Description of the vacancy

  • Advising international clients on all matters relating to heritage, asset structuring and tax matters

  • Supporting client relationship managers during client meetings and on specific demands

  • Liaise with internal and external stakeholders in regards to clients’ requests when needed

  • Giving internal and external trainings on diversified topics within your area of expertise


  • Master in Law, Finance or Economics

  • Professional experience of at least 8 years in the wealth management industry, dealing with assets structuring and heritage

  • Sound knowledge of tax matters and ability to build long-term relationship with the clients

  • Excellent organizational and communication skills

  • Fluent in Luxembourgish, French, English, German

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