Generationenmanager (m/w/d) - Bank
Core
Provide holistic advisory services for clients on estate planning, succession, and foundation management, developing tailored long-term solutions.
Role type
Senior Financial Consultant (Estate & Foundation Planning)
Builds
Sustainable financial and legal 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
None stated
Responsibilities
Advise clients on comprehensive estate and foundation solutions, develop tailored succession and tax planning strategies, manage client portfolios and acquire new mandates, collaborate with internal and external networks, present solutions at events, lead projects to expand the service area