Generationenmanager
Core
Wealth Management specialist focusing on generational planning, acquisition, and implementation of holistic financial planning concepts for affluent clients.
Role type
Senior Wealth Management Advisor (Generational Planning)
Builds
Wealth Planning concepts and generational succession strategies for high-net-worth individuals and foundations
Domain
Banking / Wealth Management / Generational Planning
Required skills
Wealth Planning, Generational Planning, Client Acquisition, Succession Planning, Foundation Management, Financial Consulting, Cross-Selling, Stakeholder Management, Presentation Skills, Legal & Tax Knowledge
Preferred skills
CFP certification, English language skills, MS Office proficiency, Moderation techniques
Technologies
MS Office
Responsibilities
Create and present holistic Financial Planning and Wealth Planning concepts, acquire new clients and succession concepts, support generalists in client acquisition, act as a key account and multiplier for the sales team, serve as the interface for generational management topics, and act as a speaker for qualification measures and client events.