# Wealth Planner / Wealth for Generations Advisor

**Company**: Deutsche Bank
**Work arrangement**: hybrid
**Experience**: senior
**Category**: Finance
**Industry**: Finance

**Apply**: https://db.wd3.myworkdayjobs.com/en-US/DBWebsite/job/Mainz-Ludwigsstr-Weililieng/Senior-Experte-VfG-Region-Sdwest--d-m-w-_R0426249?utm_source=yubhub.co&utm_medium=jobs_feed&utm_campaign=apply
**Canonical**: https://yubhub.co/jobs/job_2aae68fd-89f

## Description

We are seeking a Wealth Planner / Wealth for Generations Advisor to join our Private Customers Bank team. As a Wealth Planner / Wealth for Generations Advisor, you will be responsible for advising high-net-worth individuals, entrepreneurs, and families on wealth succession, generation planning, and long-term asset structuring.

Your tasks will include:

- Advising clients on wealth succession, generation planning, and long-term asset structuring

- Developing individual perspectives and solutions for maintaining and transferring wealth across generations

- Building trust-based relationships with clients and their families

- Providing advice on solutions such as testamentary execution and foundations

- Collaborating with Private Banking and Wealth Management advisors to identify consulting opportunities and conduct client conversations

- Making "Wealth for Generations" understandable and tangible for clients and colleagues

- Building and actively maintaining a professional network of lawyers, notaries, tax consultants, and other cooperation partners

- Taking on technical responsibility for "Wealth for Generations" in your region and supporting the implementation of common quality and process standards

Requirements:

- Background in banking, private banking, wealth management, financial planning, generation or succession planning, or a legal or tax-related field

- Experience in consulting or a qualification as a financial planner, generation consultant, estate planner, or in a comparable field

- Strong communication and interpersonal skills, with the ability to build trust-based relationships with clients and their families

- Ability to convey complex topics in a simple, empathetic, and solution-oriented manner

- Sales experience, with the ability to recognize consulting opportunities and work in tandem with others

- Enjoyment of knowledge sharing, inspiring colleagues for the topic, and building a professional network

- Self-initiative, structured, and responsible working style, with mobility within the region and an overview even in demanding situations

- Responsible and effective use of AI tools to increase productivity, optimize processes, and develop solutions

We offer:

- A wide range of benefits that cover all your professional and personal needs

- Opportunities for personal and professional development

- A dynamic and supportive work environment

- Competitive compensation and benefits package

The position is offered in full-time and part-time.

## Skills

### Required
- Financial Planning
- Wealth Management
- Private Banking
- Generation Planning
- Succession Planning
- Tax Consulting
- Legal Knowledge

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Source: [Apply at db.wd3.myworkdayjobs.com](https://db.wd3.myworkdayjobs.com/en-US/DBWebsite/job/Mainz-Ludwigsstr-Weililieng/Senior-Experte-VfG-Region-Sdwest--d-m-w-_R0426249?utm_source=yubhub.co&utm_medium=jobs_feed&utm_campaign=apply)