Generationenmanager (m/w/d) - Bank
Core
Provide holistic advisory services for clients on estate planning, succession, and foundation management, developing tailored solutions for wealth preservation and legacy planning.
Role type
Senior Financial Consultant (Estate & Foundation Planning)
Builds
Sustainable wealth preservation and legacy planning solutions for private clients
Domain
Banking / Wealth Management / Estate Planning
Deliverable
client delivery
Required skills
Estate planning, succession planning, foundation management, tax law, inheritance law, financial analysis, client acquisition, relationship management
Preferred skills
Certified Foundation and Estate Planner (CFEP), Certified Financial Planner (CFP)
Technologies
N/A
Responsibilities
Advise clients on comprehensive estate and foundation solutions, develop tailored wealth preservation strategies, manage client portfolios and acquire new mandates, collaborate with internal and external networks, represent the firm at events, lead projects to expand the service offering
Seniority
Senior, hands-on IC