Senior Wealth Planner Jobs

Quintet Private Bank

Location:
Denmark, Copenhagen

Category:
Finance

Contract Type:
Not provided

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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