Wealth Planner
Norman Alex · Monaco
Job description
About the role
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.
Key responsibilities
- Develop tailored solutions for complex French and cross‑border situations.
- Collaborate with legal, tax and financial specialists across Europe to deliver comprehensive advice.
Required profile
- Minimum 5 years’ experience in wealth planning, private banking, tax law or notarial practice.
- Strong expertise in French taxation and solid understanding of international tax matters.
Required skills
- Professional proficiency in English.
- Excellent interpersonal and commercial awareness.
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Published 21 hours ago
Expires 1 month from now
7 views · 0 interested
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Norman Alex
Monaco