Private Banking Berater (gn) im Generationenmanagement / CFEP
Core
Provide holistic wealth management and succession planning advice to high-net-worth clients, including trust solutions, estate planning, and intergenerational wealth transfer.
Role type
Senior Private Banking Advisor (Wealth Succession & Trusts)
Builds
Trust structures, succession concepts, and estate planning strategies for affluent individuals.
Domain
Private Banking / Wealth Management / Estate Law
Required skills
Wealth succession planning, trust law expertise, estate law knowledge, estate planning execution, network building, client relationship management, complex problem solving
Preferred skills
Corporate law knowledge, tax law knowledge, legal background, banking background
Technologies
None stated
Responsibilities
Advise clients on wealth succession and security, design and guide trust solutions, support will and inheritance contract drafting, collaborate with external legal and tax experts, conduct client events and presentations, mentor junior bankers, maintain a network of multipliers and partners.
Seniority
Senior, hands-on IC