Senior Wealth Planner

Puilaetco Belgium, Antwerpen, BEL, 2018
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Purpose of the Job

 

The Wealth planning Team of Puilaetco Belgium is looking for a Dutch speaker Senior wealth planner who will advise our customers in Hasselt and Antwerp.

All the Puilaetco wealth planners are senior experts. They are aimed at wealthy clients who want to optimise their tax situation in a legitimate manner, see their assets grow and pass them on securely to future generations or other beneficiaries.

Our wealth planning services cover all major events in the lives of our clients, their families and their business (marriage, acquisition of real estate, creation of company, cession of company, succession, ...).

The relationship they develop both with their colleagues and their clients is based on respect and trust and is long-term. 

Key Accountabilities

 

  • Providing wealth and tax advice to private clients, entrepreneurs and companies including a wealth diagnosis with simulation of inheritance tax calculation, advice on personal tax, on corporate tax, on gifts, writing of specific agreements, repatriations, update with various tax provisions, assistance for completion of tax returns, reading of notary deeds
  • Visiting clients and support the client advisors in the prospection of new customers
  • Organizing conferences and webinars for customers and prospects and training the client advisors in wealth planning and Tax
  • Publishing Puilaetco’s wealth planning and tax expertise through press articles and social networks
     

Knowledge and Experience

 

  • Master in law
  • Specialized Master in taxation or in Public Notary law
  • Specialized Master in corporate law is a plus 
  • Minimum 10 years experience

Attributes and Qualities

 

  • Commercial and dynamic
  • Excellent communication with customers and colleagues
  • Respect of tax deontology
  • Mobility
  • Positive, constructive and caring spirit 
     

Languages Skills

 

  • Fleunt in Dutch 
  • Good knowledge of English and French is necessary
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