Generationen- und Stiftungsmanager (m/w/d) in Wiesbaden
Core
Advise and accompany selected clients on wealth succession planning, asset transfer, and all financial matters related to generational change.
Role type
Senior wealth succession and estate planning consultant
Builds
Individualized presentation of decision scenarios and analysis results for clients
Domain
Private Banking / Wealth Management / Estate Planning
Required skills
Wealth succession planning, estate law, inheritance tax, financial analysis, client relationship management, network coordination
Preferred skills
Certified Foundation and Estate Planner (CFEP), Certified Financial Planner (CFP), Private Banking experience
Technologies
None stated
Responsibilities
Analyze clients' wealth succession situations and financial positions holistically, develop decision scenarios and present results, support client advisors on inheritance and tax questions, coordinate with external experts (tax advisors, notaries, lawyers), build and maintain a specialist network, acquire new clients and deepen existing relationships
Seniority
Senior, hands-on IC