Wealth Planner
Job Summary
This is an exciting opportunity to join a prestigious private banking group.
Working closely with private bankers in Monaco and France you will advise high-net-worth and ultra-high-net-worth clients on sophisticated wealth structuring tax optimisation estate planning and international succession matters.
You will develop tailored solutions for complex French and cross-border situations collaborating with legal tax and financial specialists across Europe.
The ideal candidate will have at least 5 years experience in wealth planning private banking tax law or notarial practice with strong expertise in French taxation and a sound understanding of international tax matters.
Excellent interpersonal skills commercial awareness and a high level of professional English are essential.