Purpose of the Job

Key Accountabilities

• Provide holistic wealth planning advice to support the achievement of the client’s financial and life objectives
• Develop and maintain expertise on wealth planning solutions dedicated to HNWIs/UHNWs domiciled in Denmark
• Ensure all aspects of the case (compliance, tax, legal) are comprehensively covered, anticipating and resolving any issues in a timely manner
• Provide technical assistance on estate planning matters to client advisors, participate in client meetings upon request, proactively share relevant information to the client advisors.
• Provide assistance to compliance and lending departments on the onboarding process of complex cases
• Manage complex business cases, coordination with all appropriate functions, internal and external stakeholders.
• Provide technical trainings to the client advisors in the Nordics
• Ensure good lines of communication are maintained between the Bank, the client, and where appropriate, the client’s professional advisors
• Build and maintain a strong relationship with the client advisors through regular contact and the ongoing monitoring of developments in the markets
• Participate in marketing and commercial events
• Create a partnership culture within team and between teams to deliver Quintet’s overall value proposition to clients
• Work autonomously on dedicated tasks according to the seniority level, as well as within a team and prioritize tasks
• Results focused, open for business enhancing and developing Quintet’s name and brand.

Knowledge and Experience

• Master degree in law/tax, or HD Financial Planning / Certified Wealth Planner
• Solid experience from a bank, an advisory firm or law firm as a Wealth planner/tax advisor
• In depth knowledge in the Danish products such as life insurance, pension, and taxation of investment products
• In depth knowledge of the of Danish corporate structures and succession planning opportunities. Basic knowledge of other Nordic or European locations would be a plus
• Understanding concepts of foreign tax planning, structures and solutions (e.g. trusts, foundations etc.)
• Knowledge in civil law (matrimonial regimes, succession law, etc.)

Attributes and Qualities

• Attention to detail, flexibility and the ability to work under pressure and to demanding deadlines
• A hands-on attitude, service driven, solution finder, driven to achieve successful solutions while continuously displaying commercial awareness
• Is “client obsessed” to provide a best in class service.
• Creates a partnership culture within teams and collaborates across all other Quintet network to deliver the overall client proposition
• Supports and encourages others to generate a positive working culture, sharing information cross-functions
• Takes a solution oriented approach and challenges the way we do things: “see it, say it, fix it”
• Effective communicator (both written and verbal), and good at influencing audiences in person and presenting to clients
• Resilient, problem solver, effective planner with a partnership approach

Technical Skills

• Proficient use of MS Office

Languages Skills

• Danish and English (fluent / advanced)
• Fluency and/or working knowledge of any other language would be an advantage