Wealth Planner - Portuguese Market H/F
Indosuez Wealth Management
LUXEMBOURG, Luxembourg
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Description du poste

CA Indosuez Wealth (Europe) is one of the largest private banks in Luxembourg. It offers to its private clients a full range of innovative services, particularly in the fields of Wealth Planning and Asset Management.

CA Indosuez Wealth (Europe) is a bank with a human dimension giving everyone the possibility of evolution both internally and within Crédit Agricole Group.

As part of its international presence, CA Indosuez Wealth (Europe) also employs nearly 120 people in its Belgian, Spanish and Italian branches.

The Wealth Planning department is currently looking for one Wealth Planner - Portuguese Market ( Permanent Contrat to be filled as soon as possible)

Your mission

  • You provide legal and tax expertise to existing or prospective clients and provide technical support to various contacts within Indosuez Group.
  • You support our Wealth Managers in customer meetings to present your legal and tax studies aimed at designing and implementing complex wealth management solutions.
  • You also advise your colleagues in the Corporate Services department in charge of customer relations on a daily basis in order to contribute to the management of files and the maintenance of customer relations.
  • You also participate in dedicated internal committees to present and get your solutions accepted.
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