Generationenmanager (m/w/divers)
Core
Wealth Management consultant specializing in generational planning and wealth transfer for affluent clients.
Role type
Senior Wealth Management Consultant (Generational Planning)
Builds
Comprehensive Wealth Planning and Succession Planning concepts
Domain
Banking / Wealth Management / Generational Planning
Required skills
Generational planning expertise, Wealth Planning concept creation, Client acquisition, Succession planning, Foundation establishment, Cross-selling, Financial planning, Stakeholder management, Presentation skills
Preferred skills
CFP certification, English language skills, Advanced sales techniques, Legal and tax knowledge
Technologies
MS Office, Banking applications
Responsibilities
Create and present Wealth Planning concepts, Acquire new clients, Establish foundations for clients, Support Generalists in acquisition, Act as key account for staff, Conduct qualification sessions
Seniority
Senior, hands-on IC