Senior Wealth Planner for French market (w/m)
Baloise Group
Luxemburg, Bertrange, Luxemburg
il y a 5j

What you can expect

The Group Bâloise of Luxembourg is looking for an Employee (w / m) for our Wealth Management and Product Development Department with focus on our international life insurance business (Freedom of Services).

The selected candidate willintegrate our Wealth Planning team within the international life WealthManagement and Product Development Department in Luxembourg and join a dynamicand enthusiastic team.

Immediate office entry orentry upon common agreement.

Your main duties and responsibilities will be :

  • Develop and manage client’sneeds and expectations, providing tailor-made solutions for the French and Luxembourgmarket.
  • Structuration client’saffair in the most efficient way.
  • Develop business wealthstrategies and the planning challenges facing HNW clients.
  • Develop excellent workingrelationships with our commercial team in particular, providing them withguidance on client cases and provide support to the development of businessrelationships.
  • Assess and give input tothe viability of Wealth Planning solutions for clients.
  • Close interaction withinternal clients (sales team, marketing, legal and back office) but also withexternal clients (brokers, lawyers, tax advisors, RM from Banks etc).
  • Beprepared to travel occasionally.

  • Monitor legal and tax changes.
  • Identify the impacts of thedifferent regulations on our insurance activities in particular the sale oflife insurance products in our freedom of services activity.
  • What we expect

  • University degree,preferably at Master’s level (Legal, Tax or Economics).
  • Experience of a minimum of 4years, any experience in the life insurance sector in Luxembourg is consideredan asset.
  • Experience and good working knowledge withregard to structuring and tax solutions forprivate and corporate clients on the French and Luxembourg market.
  • Good knowledge in Frenchand English. Any other language is considered an asset.
  • Distinct analytic and conceptualunderstanding with editorial abilities for effective communication.
  • Structured working style,solution oriented and methodical approach.
  • Self-motivated andcommitted.
  • Communicative, dynamic andteam-work orientated personality.
  • Discreet, customer andsolution orientated.
  • Excellent sense oforganization, rigorous and reliable.
  • At ease in working withtight deadlines and in a changing environment.
  • Innovative andentrepreneurial way of thinking.
  • Highly engaged in yourcontinuous development.
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    About us

    For us, innovation has a long tradition going back more than 150 years : we have always been developing new answers to the constantly changing needs of our customers.

    It is in our nature to create contemporary solutions for the needs of our digital society. For our approximately 7,200 employees, this is a continuously exciting challenge.

    Thanks to our services, we are the first choice for customers who simply want to feel secure. The numerous tasks of an insurance company make us a "house of a hundred professions", united by a common goal : maximum benefit for our customers.

    In this way, solutions, offers and services are created in a working environment based on partnership and innovation that enables us to meet the challenges of the future in the best interest of our clients.

    Join us : Senior Wealth Planner for French market (w / m)

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