Berater Vermögens- und Nachfolgeplanung (m/w/d) (m/w/d)
Core
Experienced advisor supporting wealthy private clients, entrepreneurs, and families with asset structuring and succession planning.
Role type
Senior Private Banking Succession Planning Advisor
Builds
Individual action recommendations and structured succession concepts for complex client situations
Domain
Private Banking / Wealth Management / Family Business Succession
Deliverable
client delivery
Required skills
Asset structuring analysis, Succession planning, Stakeholder coordination, Complex financial relationship mapping, Strategic advisory
Preferred skills
Entrepreneurial family advisory, Financial planning, Multi-generational wealth transfer
Technologies
N/A
Responsibilities
Analyze personal, family, and business asset positions; Develop individual action recommendations and structured succession concepts; Coordinate interfaces with tax advisors, lawyers, and other specialists; Prepare and accompany complex client conversations and decision processes
Seniority
Senior, hands-on IC