Generationenmanager (m/w/d) Private Banking
Core
Advise customers on generational and foundation management, analyze family and wealth situations for succession planning, and develop new client connections.
Role type
Senior Private Banking Relationship Manager (Generational/Family Office)
Builds
Long-term client relationships and succession plans for high-net-worth families
Domain
Private Banking / Wealth Management / Family Office
Deliverable
client delivery
Required skills
Generational and foundation management, family and wealth analysis, succession planning, client acquisition, network partnership management, financial expertise
Preferred skills
Estate Planning certification, Trustee certification
Technologies
N/A
Responsibilities
Advise customers on generational and foundation management, Analyze family and wealth situations for succession planning, Acquire and develop new client connections, Cooperate with network partners
Seniority
Senior, hands-on IC