Wealth Analisys & Planning Expert

itinfinance.nl

Not specified
Legal and fiscal wealth planning advice
Structuring intra-family business transfers
Client relationship building
The Wealth Analysis & Planning Expert position at itinfinance.nl involves providing legal and tax advice for wealth planning and structuring for Private Banking clients. The ideal candidate should possess a Master's in Law, have 5-7 years of relevant experience, and be proficient in Dutch, French, and English

Job Summary

  • You will provide legal and fiscal advice on wealth planning and structuring to Private Banking clients and prospects, supporting commercial activities and reinforcing ING Private Banking's expert image.
  • The role offers personal growth and challenging work in an informal, dynamic environment with innovative colleagues and flexible working conditions.
  • ING Private Banking is focused on customer-centric, technology-driven services led by intelligent and determined people, enabling clients to stay ahead in life and business.

Matching Summary

Match Score: 85

The Wealth Analysis & Planning Expert position at itinfinance.nl involves providing legal and tax advice for wealth planning and structuring for Private Banking clients. The ideal candidate should possess a Master's in Law, have 5-7 years of relevant experience, and be proficient in Dutch, French, and English.

Skills & Requirements

Must-have

  • legal and fiscal wealth planning advice
  • structuring intra-family business transfers
  • client relationship building
  • multilingual communication in Dutch French English
  • complex patrimonial structuring
  • presentation and training skills

Nice-to-have

  • proactive opportunity identification
  • positive can do attitude
  • assertive and flexible
  • strong external networking
  • commercially oriented
  • team player

Key Requirements

  • Master's degree in Law
  • 5 to 7 years relevant experience
  • Knowledge of intra-family business transfer structuring
  • Fluent in Dutch French and English
  • Focus on West/Oost Vlaanderen region

Work Rights

Not specified

Tailored Resume

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