Generationenmanager (m/w/d) - Bank
Core
Provide holistic advisory services for clients on future generations, focusing on pension planning, estate administration, and foundation management.
Role type
Senior Financial Consultant (Estate & Foundation Planning)
Builds
Sustainable and individually tailored solutions for pension and estate planning
Domain
Banking / Wealth Management / Estate Planning
Deliverable
client delivery
Required skills
Estate planning, foundation management, pension planning, tax law, inheritance law, financial analysis, client acquisition, relationship management
Preferred skills
Certified Foundation and Estate Planner (CFEP), Certified Financial Planner (CFP), business economics knowledge
Technologies
None stated
Responsibilities
Advise clients on pension, estate, and foundation matters; develop tailored solutions; manage client portfolios; acquire new mandates; represent the firm at events; lead projects to expand the service area