Senior Spezialberater Wealth Planning (d/m/w) Berlin
Deutsche Bank
Berlin, Germany
Hybrid
Analysis and structuring of complex assets
Long-term financial and succession planning
Coordination of internal and external experts
In their home market Germany as well as internationally, Privatkundenbank offers its customers high-quality financial services from a single source
Job Summary
In their home market Germany as well as internationally, Privatkundenbank offers its customers high-quality financial services from a single source.
The unit Wealth Planning/Wealth for Generations within Wealth Management encompasses the Wealth Planning area with a holistic view of (very) complex asset structures of wealthy clients.
We offer a wide range of benefits that cover all your professional and personal needs.
Matching Summary
In their home market Germany as well as internationally, Privatkundenbank offers its customers high-quality financial services from a single source.
Skills & Requirements
Must-have
Analysis and structuring of complex assets
Long-term financial and succession planning
Coordination of internal and external experts
Client relationship management
Strategic UHNW sector experience
Nice-to-have
Culture of Excellence
Proactive network expansion
Customer and employee events
High discretion and responsibility
Key Requirements
Long-term experience in strategic UHNW sector
Degree in Business Administration, Economics, Finance, or similar
Experience in advising very wealthy private clients
Knowledge of tax, inheritance, and corporate law
Certifications like CFP®, CFA®, Estate Planner (STEP) are an advantage
Willingness to travel within Germany
Excellent communication skills in English and German