Wealth Planner (French Market)
Veröffentlicht am 28/06/2024
Select Luxembourg
- Luxembourg-Ville
- Versicherungswesen
- 1 € / Jahr
Arbeitszeit
Vertragsart
Berufserfahrung
Bildungsniveau
Organisation and department description
Our esteemed client, a renowned life insurance company with over three decades of expertise, is in search of a Wealth Planner for the French Market. Delve into a rewarding career, where you can shape success!
Your role includes:
- Providing technical and legal support to sales teams;
- Conducting studies on wealth, tax, and legal aspects for life insurance and capitalization contracts;
- Developing and delivering legal and tax training programs;
- Creating presentations, marketing materials, and participating in external communications and events;
- Contributing to the development of new products and solutions in wealth and succession planning.
You are the ideal candidate if you possess :
- University degree in law, economics, or taxation;
- Minimum of 5 years' experience in a similar position;
- Expertise in wealth management, inheritance, and taxation;
- Skill in structuring life insurance arrangements;
- Fluency in both French and English.
Seize this opportunity to be part of a forward-thinking team, driving impactful change in the French market. If you're ready for a challenging and rewarding journey, apply now!
Our esteemed client, a renowned life insurance company with over three decades of expertise, is in search of a Wealth Planner for the French Market. Delve into a rewarding career, where you can shape success!
Job description
Your role includes:
- Providing technical and legal support to sales teams;
- Conducting studies on wealth, tax, and legal aspects for life insurance and capitalization contracts;
- Developing and delivering legal and tax training programs;
- Creating presentations, marketing materials, and participating in external communications and events;
- Contributing to the development of new products and solutions in wealth and succession planning.
Profile
You are the ideal candidate if you possess :
- University degree in law, economics, or taxation;
- Minimum of 5 years' experience in a similar position;
- Expertise in wealth management, inheritance, and taxation;
- Skill in structuring life insurance arrangements;
- Fluency in both French and English.
Offer
Seize this opportunity to be part of a forward-thinking team, driving impactful change in the French market. If you're ready for a challenging and rewarding journey, apply now!
