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Entreprise The OneLife Company S.A.   Lisez notre profil
Description: OneLife exists to overturn conventional attitudes to life assurance. A specialist in this area with over 25 years’ experience, we develop cross-border financial planning solutions for Ultra High Net Worth, High Net Worth and High Affluent clients across Europe.
Whether it’s a question of long-term savings, inheritance planning, tax optimisation, or simply understanding how to better manage wealth, we are dedicated to providing sophisticated, compliant and innovative solutions that are crafted to suit each individual and their evolving needs.
Together with a solid network of select partners – including private banks, family offices and independent financial advisers – our dynamic team of international experts offer a fresh approach that helps understand and anticipate the needs of wealthy clients in a world of change.
With more than €6bn in assets under management, OneLife is owned by J.C. Flowers & Co – one of the leading investment firms in the international finance industry.
Adresse: 38, Parc d'activités de Capellen, B.P. 190, L-8303 Capellen , Luxembourg  
Numéro de tél.: +352 45 67 301
Fax: +352 45 67 34
Site Web:
Senior Wealth Planner (m/f) | Latam & Portugal


The mission

Wealth Structuring Team as support to the business development is a key component of the strategic development of OneLife under the responsibility of the Tax & Legal department. OneLife has created an exciting position as a Senior Wealth Planner for Latam and Portugal. Reporting to the Wealth Structuring Manager, the candidate will support the development and distribution of their wealth structuring solutions using life insurance for Latam and Portugal. 

Main requirements

As Senior Wealth Planner, based in Luxembourg, the candidate will support the sales team into the business development and maintenance of the wealth structuring solutions using life insurance in a cross border context.

The main responsibilities are the following:  

  • Provide our clients and partners with a wealth structuring support using life insurance
  • Design, on reactive and pro-active basis, wealth structuring solutions taking into account the local tax and legal constraints while respecting the OneLife’s business model
  • Participate as tax and legal expert to the product development designing the product specificities and ensuring the development of the legal documentation
  • Promote OneLife’s existing solutions for Latam and Portugal during partners dedicated events and
  • Investigate new business opportunities in Latam and designing appropriate solution
  • Support the internal stakeholders for the legal and tax maintenance of the existing business
  • Develop and maintain a strong legal and tax knowledge on the covered markets  
  • Improve and entertain an external legal and tax adviser’s network
  • Develop strong working relationship with Sales and other internal stakeholders
  • Participate actively in marketing initiatives including event, newsletter, partner training, etc. 

Profile

  • Master Degree in preferably in law, specialization in civil, matrimonial, inheritance and tax law Knowledge in Company Law, Law of Will & Succession
  • At least 5 years’ experience at a leading private bank, law firm or life insurance company delivering wealth structuring, tax and legal advice, covering Latam markets and/or Portugal
  • Contract drafting skills
  • Rigorous and detailed minded
  • Flexible and eager to learn
  • Capable of working independently as well as within a team
  • Problem solver & solution oriented
  • Knowledge of Luxembourg life insurance in a cross-border context is an asset
  • Portuguese mother tongue, fluent in Spanish and English
  • French is an asset

 

Join the team

If you’re interested in joining the team, send your application in English to us via the platform of jobs.lu.

Lieu   Capellen
Salaire Not communicated
Catégorie Banque, Droit
Termes CDI, Temps plein
Dernière mise à jour 18/01/2017

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14/01/2017 Investment Manager (m/f) Capellen