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Job Offers

The PositionEstate Planner - Life Insurance
 
Our clientOur client is a well-known International Life Insurance Company and they are currently looking for an Estate Planner for its Luxembourg office.
 
Your role Act as first filter for business cases requests introduced by the Sales team before presenting them to the management for approval.
Involvement in the preparation of tailor-made proposals for the Sales team, drafting business cases, providing guidance on tax related aspects and finalizing value propositions for the business acceptance committee.
Proper due diligence and assessment of new unquoted investments until the final target assets held within the investment structure to be transferred into the insurance policies.
Ensure proper documentation and filing of collected and analyzed documentation and results (dedicated database).
Monitor and keep up-to-date on the recent fiscal changes and insurance markets trends (new laws and regulations relevant to the company's business).
Develop and maintain knowledge of the tax aspects of the personal wealth and financial planning issues facing UHNW clients on the company's core markets and International markets.
 
Your Technical Skills Degree in economics or tax law.
5-10 years in Tax or Wealth Planning department or law firm advising UHNW clients.
Significant successful experience in a similar function in the life insurance sector or in Wealth management is a plus.
Knowledge of the tax treatment of the Belgian and Luxembourgish wealth planning solutions; knowledge for the French and Italian market would be a strong advantage.
Fluency in English, French. Other languages would be considered as an asset.
Strong capabilities in risk assessment, analyzing financial reports, M&A and corporate finance agreements.
 
Your Personal Skills Attention to detail, flexibility, ability to work in a team and under pressure.
Ability to work autonomously, to prioritize tasks and creativity in finding alternative solutions.
 
Our OfferOur client offers a cooperative and innovative working climate, an attractive salary, training as well as numerous extralegal advantages.
 
 
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