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Senior Wealth Planner Antwerp - Hasselt

Antwerpen, BE, 2018

Purpose of the Job


Puilaetco Private Bank is looking for talented, passionate Wealth Planner who is eager to help us build the leading challenger private bank in Europe, and beyond. Is that you?
The role holder will work in the Wealth Planning & Structuring department within the Global Products and Solutions service line. He/She will be responsible for providing wealth planning advice to clients, working in support of a larger client bank leveraging the full value proposition of the Bank aligned with Quintet’s values.
This is a client facing role.

Key Accountabilities


Your responsibilities will be as followed:

•    Develop and maintain an expertise on wealth planning solutions dedicated to HNWIs
•    Provide holistic wealth planning and tax advice to support the achievement of the client’s financial and life objectives
•    Provide support for the prospection of private investors, entrepreneurs and companies
•    Provide assistance to compliance and lending departments on the onboarding process of complex cases
•    Manage complex business cases, coordination with all appropriate functions, internal and external stakeholders.
•    Ensure all aspects of the case (compliance, tax, legal) are comprehensively covered, anticipating and resolving any issues in a timely manner
•    Ensure good lines of communication are maintained between the Bank, the client, and where appropriate, the client’s professional advisors
•    Ensure that the cases are aligned with the Wealth planning policy of the bank
•    Provide technical assistance to internal specific requests and support the generation of regular reports to monitor business profitability
•    Build and maintain a strong relationship with the client advisors through regular contact and the ongoing monitoring of developments in the markets
•    Training and support client advisors in wealth planning and tax.
•    Participate in marketing and commercial events. Publicising bank's wealth planning and tax expertise through press articles and social networks
•    Create a partnership culture within team and between teams to deliver Quintet’s overall value proposition to clients
•    Work autonomously on dedicated tasks according to the seniority level, as well as within a team and prioritize tasks 
•    Results focused, open for business enhancing and developing Quintet’s name and brand.

Knowledge and Experience


•    Master’s degree in law
•    Specialized master’s in taxation or in Public Notary law
•    Specialized Master in corporate law is a plus 
•    Minimum 10 years’ experience

Attributes and Qualities


•    Commercial dynamism
•    Excellent communication with customers and col-leagues
•    Respect of tax deontology
•    Mobility
•    Team spirit, positive, constructive and caring spirit 

Languages Skills


•    Mother tongue: Dutch
•    English: very good
•    French: very good