Estate Planner

pbMake a difference at CapitalatWork, where expertise, trust and growth come together. /b /p pAre you looking for a challenging role within a leading wealth management company? At CapitalatWork, you’ll have the opportunity to help build a strong and independent firm that has been excelling in wealth management and estate planning for both private and professional clients for over more than 35 years. With €13 billion in assets under management and 9 offices across Belgium, the Netherlands, and Luxembourg, you’ll be working alongside more than 200 passionate specialists who give their best every single day. /p pTo strengthen our office in bGent /b, we are looking for an bEstate Planner /b. /p h3Your role /h3 pAs an Estate Planner, you will advise clients on the legal, civil and tax aspects of their estate and assist them in the structuring and transfer of their wealth. /p pYou will work closely with our relationship managers and other internal specialists. Where appropriate, you will also coordinate with external advisers such as notaries, lawyers and accountants. /p pThe position combines technical expertise, client-oriented advice and accurate administrative follow-up. You will take ownership of your files from the initial analysis through to their practical implementation and documentation.

We offer
you a clear development path towards a senior advisory role. /p h3Your responsibilities /h3 ul liAnalyse the personal, family and financial situation of clients and identify their estate-planning needs. /li liDevelop clear, structured and understandable estate-planning recommendations for our clients, taking into account the relevant civil and tax framework. /li liSupport relationship managers during client meetings and contribute estate-planning expertise to the overall client relationship. /li liPrepare written estate-planning analyses, client reports, internal notes and other supporting documentation. /li liEnsure the accurate administrative processing, documentation and follow-up of your files. /li liMonitor the implementation of proposed solutions and coordinate, where necessary, with notaries, lawyers, accountants and other external advisers. /li liFollow developments in civil law, inheritance law and taxation and analyse their potential impact on our clients. /li liContribute to internal knowledge sharing, technical training and communications on estate-planning topics. /li /ul h3Your profile /h3 ul liYou hold a Master’s degree in Law, Tax Law, Notarial Law or another relevant field. /li liYou have at least five years of relevant professional experience in the financial sector, preferably in private banking, wealth management, estate planning, taxation, a notarial environment or a related advisory role. /li liYou have a solid knowledge of civil law, inheritance law and taxation, and you are able to apply this knowledge to concrete client situations. /li liYou combine strong analytical abilities with a pragmatic and client-oriented approach. /li liYou are willing to take responsibility for both the substantive and administrative aspects of your files. /li liYou work in a structured and accurate manner and have a strong eye for detail. /li liYou communicate clearly and professionally, both orally and in writing. /li liYou have a very good command of Dutch. A good working knowledge of French and English is an important asset. /li liYou are a team player who can also work independently and take ownership of assignments. /li liYou will mainly work from our office in Ghent, while remaining flexible and willing to travel regularly to our other Belgian offices when required. /li liYou are motivated to further develop your technical expertise, client-facing skills and responsibilities, with the ambition to grow into a more senior Estate Planning role. /li liThis position is intended for an Estate Planner who already has relevant professional experience and wants to deepen their expertise within an integrated wealth-management environment. /li liBy combining technical work, client contact, internal collaboration and full ownership of the administrative follow-up of files, you will gradually expand your responsibilities and develop towards a more senior Estate Planning role. /li liTo support your professional growth, we provide access to a dedicated training budget, enabling you to follow relevant technical, legal and professional development programmes throughout your career with us. /li /ul h3Our offer /h3 ul liA challenging position within an experienced and multidisciplinary Estate Planning team. /li liThe opportunity to work on varied and complex estate-planning matters for private clients. /li liClose collaboration with relationship managers and external legal and tax specialists. /li liContinuous opportunities to further strengthen your legal, tax and client-facing expertise. /li liA professional, entrepreneurial and collaborative working environment. /li liA competitive remuneration package in line with y