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.