# Wealth Planning and 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/Stuttgart-Theodor-H-Strae-3/Senior-Berater-VfG-Region-Sdwest--d-m-w-_R0426247?utm_source=yubhub.co&utm_medium=jobs_feed&utm_campaign=apply
**Canonical**: https://yubhub.co/jobs/job_a46161f0-d98

## Description

We are seeking a Wealth Planning and Wealth for Generations Advisor to join our Private Clients Bank in Germany. As part of our Wealth Management and Private Banking team, you will advise high-net-worth individuals, entrepreneurs, and families on wealth succession, generation planning, and long-term asset structuring.

Your responsibilities will include:

- Advising clients on complex wealth situations and developing individual solutions for preserving and transferring wealth across generations

- Building trust-based relationships with clients and their families, involving the next generation early on

- Collaborating with internal and external specialists to provide comprehensive advice

- Implementing solutions such as estate administration and foundation management

- Identifying advisory opportunities and conducting client conversations, also in tandem with other advisors

- Educating clients and colleagues about 'Wealth for Generations' and making it tangible and accessible

- Establishing and maintaining a professional network with 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, or a related field (juristic or tax-related background beneficial but not required)

- Experience in advising or qualification as a financial planner, generation advisor, estate planner, or similar

- Strong interpersonal skills, ability to communicate complex topics understandably, and build trust-based relationships

- Sales experience, ability to identify advisory opportunities, and willingness to work in tandem and across departmental boundaries

- Enjoy sharing knowledge, inspiring colleagues, and building a professional network

- Self-motivated, structured, and responsible working style, mobility within the region, and ability to maintain an overview in challenging situations

- Effective and responsible use of AI tools to enhance productivity and solution development

We offer:

- Comprehensive benefits package covering professional and personal needs

- Opportunities for personal and professional development

- Collaborative and dynamic work environment

- Flexible working models, including part-time and hybrid work arrangements

- Financial security and support for flexibility and mobility

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

## Skills

### Required
- Financial Planning
- Wealth Management
- Private Banking
- Generation Planning
- Estate Administration
- Foundation Management

### Nice to have
- German
- English
- Communication
- Interpersonal Skills
- Problem-Solving

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Source: [Apply at db.wd3.myworkdayjobs.com](https://db.wd3.myworkdayjobs.com/en-US/DBWebsite/job/Stuttgart-Theodor-H-Strae-3/Senior-Berater-VfG-Region-Sdwest--d-m-w-_R0426247?utm_source=yubhub.co&utm_medium=jobs_feed&utm_campaign=apply)