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Senior Wealth Planner

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Quintet Private Bank

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Location:
Denmark , Copenhagen

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Category:
Finance

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Contract Type:
Not provided

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Salary:

Not provided
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Job Description:

You will be based in Denmark, and work closely with our local client advisors, investment specialists, and wealth planning colleagues in the Nordics and across Europe. You will be responsible for providing wealth planning advice to clients, leveraging the full value proposition of the Bank aligned with Quintet’s values.

Job Responsibility:

  • 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

Requirements:

  • 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
  • Understanding concepts of foreign tax planning, structures and solutions (e.g. trusts, foundations etc.)
  • Knowledge in civil law (matrimonial regimes, succession law, etc.)
  • Proficient use of MS Office
  • Danish and English (fluent / advanced)

Nice to have:

  • Basic knowledge of other Nordic or European locations would be a plus
  • Fluency and/or working knowledge of any other language would be an advantage

Additional Information:

Job Posted:
December 11, 2025

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