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Company Lombard International Assurance S.A.   Read our profile
Description: Lombard International Assurance is Luxembourg’s leading cross-border life assurance company, providing wealth structuring solutions using unit-linked life assurance as a platform to high net worth investors and their families. We are an autonomous company, not tied to any bank or investment management company
Address: 4, rue Lou Hemmer L-1748, Luxembourg  
Tel: +352-34 61 91 410
Website:
Email: recruitment@lombardinternational.com
Wealth Planner German Market

Lombard International Assurance is Luxembourg’s leading global, unit-linked life insurer, specialising in the provision of wealth structuring solutions to wealthy individuals and their families. As at the end of 2015, our assets under administration were in excess of €30 billion.

 We pride ourselves on being the experts in this field and are committed to providing the highest standards of service excellence to our Partners and Clients.

 Growth in existing and new markets means that Lombard International Assurance is recruiting talented people to join our team of professionals in a variety of different areas throughout the company. We offer a dynamic and international working environment with excellent prospects for career progression.

  

Role & Responsibilities:

  • Acquire and maintain thorough knowledge of the personal wealth and financial planning issues facing UHNW clients in Germany
  • Analyse the effectiveness of proposed new solutions and non-standard large and complex cases, including client rationale in the choice of structure
  • Develop and implement effective estate and succession planning solutions for UHNW client base
  • Build strong relationships with business development and wealth structuring colleagues, supporting them proactively in servicing partners and developing new business
  • Work closely with our commercial teams, providing them with guidance on technical aspects of client cases and support in the development of business relationships
  • Develop and maintain network of leading legal firms and preferred suppliers
  • Liaise with external counsel; commission, analyse and summarise legal and tax opinions
  • Provide technical assistance internally on matters regarding new and existing business and clients
  • Monitor changes in the wealth management environment in and investigate the potential impact or opportunities for the company
  • Participate in product development

 Your profile

  • Degree or Masters level education, preferably in law
  • Minimum of 5 years’ financial services experience (post-qualification) in-house or in a reputable mid-sized or top-tier tax or legal firm
  • Excellent knowledge of German life assurance
  • Expertise in personal and corporate taxation
  • Ability to work autonomously where appropriate, to prioritise tasks and exercise sound judgement and creativity in finding solutions
  • Outstanding organisational and communication skills
  • German speaker. Excellent level of English. Proficiency in other major European languages is useful

 

Location   Luxembourg
Payment .
Category Banking, Insurance
Terms Permanent, Full-time
Last updated 16/01/2017

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