Senior Berater VfG Region Südwest (d/m/w)
Core
Senior advisor for wealth management in Germany, focusing on wealth succession planning, structuring, and estate/generation transfer solutions for high-net-worth individuals and entrepreneurs.
Role type
Senior IC wealth management advisor (legal/estate focus)
Builds
Wealth management services and estate planning solutions for private banking clients
Domain
Private banking / Wealth management / Legal & Estate planning
Deliverable
client delivery
Required skills
Legal expertise (inheritance/trust law), sales and client acquisition, relationship management, coaching, strategic planning, process implementation, networking
Preferred skills
Banking training, experience in wealth for generations, cross-divisional collaboration, mobility within the region
Technologies
None stated
Responsibilities
Advise clients on wealth succession planning and structuring; Build relationships with new clients and heirs; Consult on foundation establishment and testamentary execution; Plan and execute client events; Strengthen advisors through legal knowledge sharing; Manage external networks with lawyers and notaries; Coordinate regional quality and process standards
Seniority
Senior, hands-on IC