Senior Experte VfG Region Südwest (d/m/w)
Core
Senior Wealth Planning expert advising high-net-worth individuals and entrepreneurs on complex wealth succession planning, structuring, and intergenerational wealth transfer solutions.
Role type
Senior IC Wealth Planning Specialist (Private Banking)
Builds
Wealth succession strategies and intergenerational wealth transfer solutions for affluent clients
Domain
Private Banking / Wealth Management / Legal & Tax Advisory
Deliverable
client delivery
Required skills
Wealth succession planning, trust and testamentary administration, civil and tax law knowledge, client acquisition, relationship management, strategic partnership building, team coaching, process implementation
Preferred skills
Jurisprudence degree, banking sales experience, coaching experience, strategic planning
Technologies
Legal frameworks, tax law systems, wealth management platforms
Responsibilities
Advise clients on wealth succession and structuring, build relationships with heirs and new clients, consult on trust establishment and testamentary execution, plan and execute client events, strengthen advisors with legal knowledge, manage strategic partner networks, review legal questions, coordinate regional quality and process standards
Seniority
Senior, hands-on IC