Senior Berater Vermögen für Generationen Region Südwest (d/m/w)
Core
Senior advisor for wealthy clients and entrepreneur families focusing on wealth succession, generational planning, and long-term asset structuring.
Role type
Senior IC Wealth Advisor (Generations & Succession)
Builds
Individualized wealth preservation and transfer solutions for high-net-worth individuals and families.
Domain
Private Banking / Wealth Management / Family Office
Deliverable
client delivery
Required skills
Wealth Management, Generational Planning, Succession Planning, Estate Planning, Trust & Testamentary Administration, Relationship Building, Network Management, Strategic Communication, Sales/Consulting, Project Coordination
Preferred skills
Legal or Tax background, Financial Planning certification, Experience in Private Banking or Wealth Management, Experience with AI tools
Technologies
AI tools
Responsibilities
Advise clients on wealth succession and generational planning; Develop individual perspectives and solutions for wealth preservation; Build trust with clients and their families; Advise on wills, trusts, and testamentary administration; Collaborate with Private Banking and Wealth Management teams; Educate clients and colleagues on generational wealth topics; Build and maintain a professional network of legal, notary, and tax professionals; Ensure regional quality standards for generational wealth services.