Description
For over 150 years, Deutsche Bank has been driven by its people to be the Global Hausbank for its clients.
As Head of Estate Planning Belgium, you lead and further develop the Estate Planning proposition for Private Banking and Wealth Management clients.
Your key responsibilities:
- Lead the Estate Planning proposition: Define the Belgian Estate Planning strategy, lead and develop the team, set professional standards and ensure expertise is effectively deployed across Private Banking and Wealth Management.
- Advise on complex wealth situations: Act as senior expert on succession and wealth transfer, gifts and wills, matrimonial property, family-business succession, family governance and cross-border estate planning.
- Drive client and commercial impact: Partner with Private Bankers and Wealth Managers in strategic client and prospect situations, identify Estate Planning opportunities and contribute to acquiring, developing and retaining HNW/UHNW relationships.
- Deliver holistic solutions: Connect Estate Planning with investment, discretionary management, lending and other wealth-management capabilities, working closely with internal specialists and clients' external legal, tax and notarial advisers.
- Ensure strong governance: Monitor relevant legal and tax developments, ensure appropriate documentation and compliance with the Bank's policies and risk framework, and maintain clear boundaries between Estate Planning support and regulated legal, tax or notarial advice.
- Build knowledge and visibility: Develop Estate Planning expertise across the organisation through coaching, training, client events and thought leadership.
Requirements:
- Master's degree in Law, Tax Law, Notarial Law or a related field.
- Ideally 10+ years of relevant experience in Estate Planning, private wealth, taxation, notarial practice, private banking or specialised legal/tax advisory.
- Strong expertise in Belgian succession, civil and estate-planning matters, with a solid understanding of gift and inheritance taxation and experience with HNW/UHNW clients.
- Proven ability to lead and develop senior specialists, set direction and manage complex client situations.
- Strong client and commercial mindset, with the ability to translate complex legal and tax concepts into clear, practical solutions.
- Excellent collaboration and stakeholder-management skills, including the ability to work effectively with bankers, investment specialists, credit, Legal, Compliance and external advisers.
- Excellent communication skills; strong command of Dutch, French and English is highly desirable.
- Proven ability to leverage AI tools to enhance productivity, optimise workflows to solve business problems, while applying critical judgment to ensure responsible and ethical use of data and AI outputs.
Benefits:
- Contribute directly to the growth ambitions of Deutsche Bank and client success
- Develop your expertise in a premium private banking environment
- Be part of a high-performing, collaborative team
- Benefit from a culture that values professionalism, trust, and excellence
- Emotionally and mentally balanced: We support you in dealing with life crises, maintaining stability through illness, and maintaining good mental health.
- Physically thriving: We support you in managing your physical health by taking appropriate preventive measures and providing a workplace that helps you thrive.
- Socially connected: We strongly believe in collaboration, inclusion and feeling connected to open up new perspectives and strengthen our self-confidence and well-being.
- Financially secure: We support you in meeting personal financial goals during your active career and for the future.
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