Berater (w/m/d) für Testamentsvollstreckung, Nachlassabwicklung und Stiftungsmanagement
Core
Advise clients on estate planning, execute testamentary administration, and manage the portfolio of existing and new clients for wills and foundation services.
Role type
Senior IC wealth advisory specialist (estate and foundation management)
Builds
Testamentary administration services and foundation management solutions for private clients
Domain
Financial services / Wealth management / Legal compliance
Deliverable
client delivery
Required skills
Testamentary administration, estate law, foundation law, tax law, wealth management products, client acquisition, portfolio management
Preferred skills
Certification in foundation advisory, advanced tax law knowledge
Technologies
Legal compliance frameworks, wealth management platforms