Generationenmanager (m/w/divers)
Core
You serve as the primary subject matter expert and sales driver for Wealth Management clients, focusing on succession planning, estate management, and family office solutions.
Role type
Senior Wealth Management Advisor (Succession & Estate Planning)
Builds
Comprehensive financial planning concepts, succession strategies, and trust/foundation structures for high-net-worth individuals.
Domain
Banking / Wealth Management / Estate Planning
Required skills
Succession planning, Estate and trust management, Wealth planning, Family office solutions, Financial planning, Sales and acquisition, Key account management, Cross-selling, Presentation and moderation, Legal and tax framework knowledge, Market analysis
Preferred skills
Certified Financial Planner (CFP), Bank training or equivalent qualification, University degree
Technologies
Financial planning software, CRM systems, Legal and tax databases
Responsibilities
Acquire orders for succession and estate management solutions, Present and implement holistic financial planning concepts, Support sales staff with technical and sales expertise, Act as a reference person for qualification measures and client events, Acquire succession concepts and establish new foundations.