GenerationenmanagerIn/StiftunsgmanagerIn (w/m/d)
Core
Provide holistic advisory and wealth management for affluent clients focusing on succession planning, inheritance, and foundation management.
Role type
Senior Private Banking Foundation Manager
Builds
Individual succession concepts and foundation management strategies for high-net-worth families
Domain
Private Banking / Wealth Management
Required skills
Succession planning, foundation management, tax law expertise, legal framework knowledge, client acquisition, relationship management, financial analysis
Preferred skills
Experience with testamentary execution, network representation, training internal teams
Technologies
Banking software, CRM tools, legal databases
Responsibilities
Analyze family and wealth situations to create succession plans, advise on foundation establishment and optimization, acquire new clients for foundation services, represent the bank in foundation networks, train primary advisors, collaborate with external legal and tax experts
Seniority
Senior, hands-on IC