Fachberater Generationenmanagement (m/w/d)
Core
Advise clients on wealth succession, family business transitions, and estate planning as part of a Private Banking team.
Role type
Senior IC wealth management advisor (succession planning)
Builds
Individual succession plans and wealth transition concepts for families and businesses
Domain
Banking + Wealth Management
Required skills
Family and asset situation analysis, Estate planning, Will execution, Network management, Public speaking
Preferred skills
Estate Planner (EBS) certification, Executor (EBS/AGT) certification
Technologies
N/A
Responsibilities
Analyze family and asset situations to create succession plans, accompany companies in business handovers, execute wills and estate settlements, act as contact for foundation management, build expert networks, present knowledge at events
Seniority
Senior, hands-on IC