Senior Experte "Vermögen für Generationen" Region Südwest (d/m/w)
Core
Senior advisor for wealthy clients and entrepreneur families focusing on wealth succession, generational planning, and estate solutions (foundations, testamentary execution).
Role type
Senior Private Banking Wealth Planning Specialist
Builds
Individualized wealth preservation and transfer strategies for multi-generational families
Domain
Private Banking / Wealth Management / Estate Planning
Deliverable
client delivery
Required skills
Wealth Management, Private Banking, Generational Planning, Succession Planning, Estate Planning, Foundation/Trust structuring, Testamentary execution, Client relationship management, Network building with legal/tax professionals, Cross-functional collaboration
Preferred skills
Legal qualification, Tax qualification, Financial Planning certification, Experience in Private Banking or Wealth Management, Sales experience
Technologies
AI tools for productivity and process optimization
Responsibilities
Advise high-net-worth clients on wealth succession and generational planning; Develop individual perspectives for wealth preservation across generations; Build trust with clients and their families including the next generation; Advise on foundations and testamentary execution; Collaborate with Private Banking and Wealth Management teams; Create and present "Wealth for Generations" concepts to clients and colleagues; Build and maintain a professional network of lawyers, notaries, and tax advisors; Ensure regional quality standards for "Wealth for Generations".