Estate Planner (m/w/d) im Private Banking
Core
Advise high-net-worth clients holistically on wealth and succession planning, supporting decisions for their private and business future.
Role type
Estate Planner in Private Banking
Builds
Wealth and succession planning strategies for private and business clients
Domain
Private Banking / Wealth Management
Deliverable
client delivery
Required skills
Wealth management, succession planning, business analysis, client advisory, strategic planning
Preferred skills
Team collaboration, stakeholder engagement, continuous learning
Responsibilities
Accompany high-net-worth clients in wealth and succession planning; Collaborate closely with Private Banking advisors and internal/external specialists; Prepare and participate in complex client succession situations; Analyze family, personal, and business structures to develop actionable recommendations and succession concepts; Actively engage the next generation in succession planning