Within LCL's Wealth Management division, which supports the wealth planning needs of business leaders, you will advise wealthy clients with more than €5 million in financial assets. You will build long-term relationships of trust by providing comprehensive, tailored and high-value wealth management solutions.
As a Tax Lawyer, your main responsibilities will include:
- Developing and retaining, alongside Private Bankers, a portfolio of high-net-worth clients with complex needs.
- Identifying the wealth, tax and succession issues specific to each situation.
- Co-constructing comprehensive wealth strategies aligned with clients' long-term objectives, taking into account their tax position, family structure, and professional and personal assets.
- Working cross-functionally with legal, tax, compliance and risk teams to ensure secure support that complies with regulatory requirements.
- Actively contributing to the ongoing training of Private Bankers by sharing best practices, developing expertise in complex wealth management matters and monitoring regulatory developments.
- Contributing to the bank's visibility by organising and participating in targeted events.
- Developing and maintaining contacts with legal professionals, including notaries, lawyers and advisers working in the wealth management field.
Requirements
- Postgraduate degree in law and tax, wealth management or equivalent; lawyer or notary qualification accepted.
- Confirmed experience of 7–10 years as a legal professional in wealth management or working with high-net-worth individuals.
- Strong financial, legal and tax knowledge.
- Command of complex wealth management matters.
- Excellent interpersonal and teaching skills.
- Rigour and organisation, with the ability to manage several client matters independently and maintain close attention to detail.
- Ability to develop a network and generate new opportunities.
- Proficiency in Microsoft Office.
About LCL
LCL became part of the Crédit Agricole Group in 2003 and is one of France's largest retail banks. Through its branches, corporate business centres, remote banking and private banking services, LCL supports six million retail and business customers.
All job offers are open to persons with disabilities. The position has no management responsibility and is classified as executive/non-executive cadre.
Benefits
- LCL Pass benefits including childcare support, meal vouchers and teleworking equipment.
- Sustainable mobility package for cyclists.
- Preferential banking rates and employee representative committee benefits.
- Remote work of up to 84 days per year, depending on the position.
- Additional leave under the Banking agreement.
- Personalised training, career support and access to LinkedIn Learning.