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.