CareerPlan

Spezialist (m/w/d) Nachlass & Sonderfälle

Erding, BAYERNFull-time2026-10-01 → 2026-10-28
Hybrid

Core

Serve as the primary expert contact for complex account cases including estates, powers of attorney, guardianship, and asset freezing protection.

Role type

Senior specialist in estate and special cases (Passivgeschäft)

Builds

Reliable assessments and process updates for complex account management scenarios

Domain

Banking / Financial Services / Legal Compliance

Deliverable

client delivery

Required skills

Estate law knowledge, Powers of attorney expertise, Guardianship procedures, Asset freezing protection, Legal analysis, Process integration, Stakeholder coordination

Preferred skills

Practical experience in passive business, Independent work, Structured problem solving

Technologies

Core banking systems

Responsibilities

Provide first-line support for special inquiries in passive business, Evaluate new legal requirements and integrate core banking system releases, Process inquiries from public prosecution offices and investigative authorities, Coordinate clarification of complex technical questions and involve relevant associations

Seniority

Senior, hands-on IC