Generationenmanager
Core
You serve wealthy Wealth Management clients by acquiring and implementing holistic Financial Planning, Wealth Planning, succession planning, and trust/foundation management solutions.
Role type
Senior IC Wealth Management Advisor (Succession & Foundation Specialist)
Builds
Comprehensive financial planning concepts, succession strategies, and trust/foundation structures for high-net-worth individuals and families.
Domain
Banking / Wealth Management / Succession Planning / Trust Law
Required skills
Holistic financial planning, succession planning, trust and foundation management, sales and acquisition techniques, legal and tax knowledge, presentation and moderation skills
Preferred skills
Certified Financial Planner (CFP) certification, experience with complex client portfolios
Technologies
Financial planning software, CRM systems
Responsibilities
Acquire orders for succession and trust management, present and implement financial planning concepts, support sales team with expertise, conduct training sessions, acquire succession concepts and new foundations
Seniority
Senior, hands-on IC