Wealth Planner - Portuguese Market

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    "id": "718",
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      "city": "Lisboa",
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    "departmentLabel": "Wealth Structuring Solutions",
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    "location": {
      "city": "Lisboa",
      "state": null,
      "postalCode": "0000",
      "addressCountry": "Portugal"
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    "datePosted": "2025-12-04",
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    "description": "<p><span style=\"font-family: Inter, sans-serif; font-size: 10pt; font-weight: bold\">About Utmost International</span></p>\n<p><span style=\"font-family: Inter, sans-serif; font-size: 10pt\">Utmost International is a leading provider of insurance-based wealth solutions operating across the UK, Europe, Latin America, Asia, and the Middle East. Its solutions are largely based on unit-linked insurance policies, serving the needs of affluent, high net worth (HNW), and ultra-high net worth (UHNW) individuals.</span></p>\n<p><span style=\"font-family: Inter, sans-serif; font-size: 10pt\"> </span></p>\n<p><span style=\"font-family: Inter, sans-serif; font-size: 10pt\">Sitting at the crossroads of private banking, asset management, and insurance, we operate in a well-established and fast-growing division of the financial services industry. Our dynamic international team of 450+ experienced wealth structuring specialists, subject-matter and technical experts consists of 50 different nationalities, speaking over 30 languages. </span></p>\n<p><span style=\"font-family: Inter, sans-serif; font-size: 10pt\"> </span></p>\n<p><span style=\"font-family: Inter, sans-serif; font-size: 10pt\">We are a diverse and inclusive organisation driven by a values-based culture that promotes excellence, ambition, and innovation. We invest in talented teams who develop their expertise, curated through support and training, and fostered through a people centred culture. Our people truly are our greatest asset!</span></p>\n<p><span style=\"font-family: Inter, sans-serif; font-size: 10pt\"> </span></p>\n<p><span style=\"font-family: Inter, sans-serif; font-size: 10pt; font-weight: bold\">Your role – Are you ready for a challenge?</span></p>\n<p><span style=\"font-family: Inter, sans-serif; font-size: 10pt\"><span style=\"text-decoration: underline\">Based in Portugal</span>, the Wealth Planner will play a key role in the implementation of Utmost Wealth Solutions product and marketing strategy for Portugal as identified in the group business plans under the direction of the Head of Tax &amp; Legal – Portugal/Brazil in Group Technical Services by providing Tax, Legal and Regulatory Support, Product Literature Development and Project Management.</span><br></p>\n<p><span style=\"font-family: Inter, sans-serif; font-size: 10pt\"> </span></p>\n<p><span style=\"font-family: Inter, sans-serif; font-size: 10pt\">Your responsibilities will be as follows:</span></p>\n<ul>\n<li><span style=\"font-family: Inter, sans-serif; font-size: 10pt\">Provide in-house technical expertise on all Portuguese tax, legal &amp; regulatory matters relating to Utmost Wealth Solutions new and existing products.</span></li>\n<li><span style=\"font-family: Inter, sans-serif; font-size: 10pt\">Provide practical solutions to the Utmost sales department in relation to structuring new sales to ensure they are compliant and tax efficient.</span></li>\n<li><span style=\"font-family: Inter, sans-serif; font-size: 10pt\">Undertake Portuguese tax, legal and regulatory review of the technical content in product marketing materials.</span></li>\n<li><span style=\"font-family: Inter, sans-serif; font-size: 10pt\">Ensure Utmost Wealth Solutions Portuguese product offering documentation and technical materials are compliant in Portugal at all times.</span></li>\n<li><span style=\"font-family: Inter, sans-serif; font-size: 10pt\">Develop extensive knowledge of Utmost Wealth Solutions products.</span></li>\n<li><span style=\"font-family: Inter, sans-serif; font-size: 10pt\">Monitor new Portuguese insurance regulations and tax legislation and analyse how they affect Utmost products.</span></li>\n<li><span style=\"font-family: Inter, sans-serif; font-size: 10pt\">Develop, review and negotiate legal documentation to support business development initiatives relating to Utmost Wealth Solutions products that is legally robust and commercially viable.</span></li>\n<li><span style=\"font-family: Inter, sans-serif; font-size: 10pt\">Responsible for the development and maintenance of the online multi-jurisdictional tax support portal and related tax materials in conjunction with specialist team members.</span></li>\n<li><span style=\"font-family: Inter, sans-serif; font-size: 10pt\">Manage external legal and tax firms where advice is required on Utmost Wealth Solutions products and other department initiatives including negotiation of engagements and negotiation of fees.</span></li>\n<li><span style=\"font-family: Inter, sans-serif; font-size: 10pt\">Advise on Portuguese legal issues relating to product launches.</span></li>\n<li><span style=\"font-family: Inter, sans-serif; font-size: 10pt\">Contribute to any product or department-related training programmes for the business to ensure staff have the knowledge needed to carry out their roles.</span></li>\n</ul>\n<p><br></p>\n<p><span style=\"font-family: Inter, sans-serif; font-size: 10pt; font-weight: bold\">Your profile – Have you got what it takes to become our Wealth Planner?</span></p>\n<ul>\n<li><span style=\"font-family: Inter, sans-serif; font-size: 10pt\">Qualified Portuguese tax advisor / solicitor / lawyer or similar with post qualified experience of at least 5 years.</span></li>\n<li><span style=\"font-family: Inter, sans-serif; font-size: 10pt\">Fluent in Portuguese and English.</span></li>\n<li><span style=\"font-family: Inter, sans-serif; font-size: 10pt\">Experience working in a Portuguese Law firm or Tax firm (Big 4’s would be a preference).</span></li>\n<li><span style=\"font-family: Inter, sans-serif; font-size: 10pt\">Experience in Portuguese Personal Income Tax.</span></li>\n<li><span style=\"font-family: Inter, sans-serif; font-size: 10pt\">Experience of insurance product material design and support.</span></li>\n<li><span style=\"font-family: Inter, sans-serif; font-size: 10pt\">Experience delivering commercially viable tax, legal &amp; regulatory advice.</span></li>\n<li><span style=\"font-family: Inter, sans-serif; font-size: 10pt\">Additional experience working within a legal / tax technical role in an Insurance Company or other Financial Services company would be considered an asset.</span><br></li>\n<li><span style=\"font-family: Inter, sans-serif; font-size: 10pt\">Additional knowledge of corporate, commercial, securities/funds and insurance law would be considered an asset.</span></li>\n<li><span style=\"font-family: Inter, sans-serif; font-size: 10pt\">Additional knowledge of contract law in insurance business/financial services would be considered an asset.</span></li>\n<li><span style=\"font-family: Inter, sans-serif; font-size: 10pt\">Strong management skills in terms of managing people, budgets, relationships and planning around tight deadlines.</span></li>\n<li><span style=\"font-family: Inter, sans-serif; font-size: 10pt\">A proven ability to build good relationships and contacts with staff, managers and directors.</span></li>\n<li><span style=\"font-family: Inter, sans-serif; font-size: 10pt\">High level negotiation &amp; influencing skills.</span></li>\n<li><span style=\"font-family: Inter, sans-serif; font-size: 10pt\">Excellent communication skills, both verbal and written, and an ability to translate complex legal issues and advice into more easily understandable language.</span></li>\n</ul>\n<p><br></p>\n<p><span style=\"font-family: Inter, sans-serif; font-size: 10pt\"><em>As an equal opportunity employer, all qualified applicants will receive consideration for employment without regard to gender, colour, religion, sexual orientation, national origin, disability status, protected veteran status, or any other characteristic protected by law.</em></span></p>\n<p><span style=\"font-family: Inter, sans-serif; font-size: 10pt\"><em> </em></span></p>\n<p><span style=\"font-family: Inter, sans-serif; font-size: 10pt\"><em>Given the sensitive nature of our business, industry sector and the role as described, the selected candidate is required to provide a criminal record (Bulletin n°3 for Luxembourgish residents). This excerpt will be kept by Utmost Luxembourg S.A. in compliance with article 8-5 (2) of the law of 23 July 2016 and for no longer than one month from the conclusion of the employment contract; otherwise, it will be destroyed without any undue delay should the candidate not be hired.<br></em></span></p>\n<p><span style=\"font-family: Inter, sans-serif; font-size: 10pt\"><em> </em></span></p>\n<p><span style=\"font-family: Inter, sans-serif; font-size: 10pt\"><em>Utmost Luxembourg S.A. is aware of its obligations under the General Data Protection Regulation (GDPR) and is committed to processing your data securely and transparently.<br></em></span></p>\n<p><span style=\"font-family: Inter, sans-serif; font-size: 10pt\"><em> <br></em></span></p>\n<p><span style=\"font-family: Inter, sans-serif; font-size: 10pt\"><em>Our Recruitment Privacy Notice is in line with GDPR and provides more information with regards to the types of data that we collect and hold on you as a job applicant, including for the performance of Background Checks.  It also sets out how we use that information, how long we keep it for and other relevant information about your data. For full details please click here <a href=\"https://utmostinternational.com/wp-content/uploads/2026/01/Recruitment-Privacy-Statement_ULU.pdf\" target=\"_blank\" rel=\"noopener noreferrer\">Recruitment Privacy Statement</a></em></span><br></p>\n<p><span style=\"font-family: Inter, sans-serif; font-size: 10pt\"><em><br></em></span></p>\n<p><span style=\"color: rgb(255, 255, 255); font-family: Inter, sans-serif; font-size: 10pt\"><em>#utmost</em></span></p>",
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