Spezialberater Vermögen Für Generationen (d/m/w), Frankfurt

Deutsche Bank

Frankfurt, Germany
Hybrid
Wealth succession planning expertise
Client relationship management
Knowledge of civil and tax law implications
Deutsche Bank is seeking a Specialized Consultant for Wealth Management for Generations in Frankfurt, focusing on estate planning and wealth transfer solutions for high-net-worth individuals. The ideal candidate should possess a law degree or similar qualifications, with experience in client management and a strong understanding of civil and tax law

Job Summary

  • The role involves advising high-potential private clients and entrepreneurs on wealth succession planning and strengthening competitive advantage in this specialty.
  • Deutsche Bank offers a comprehensive range of benefits supporting mental and physical health, flexible working models, and financial security.
  • The position is part of the Wealth Planning/Wealth for Generations unit within Wealth Management and Private Banking Germany, emphasizing holistic and standardized solutions for complex wealth structures.

Matching Summary

Match Score: 85

Deutsche Bank is seeking a Specialized Consultant for Wealth Management for Generations in Frankfurt, focusing on estate planning and wealth transfer solutions for high-net-worth individuals. The ideal candidate should possess a law degree or similar qualifications, with experience in client management and a strong understanding of civil and tax law.

Skills & Requirements

Must-have

  • Wealth succession planning expertise
  • Client relationship management
  • Knowledge of civil and tax law implications
  • Consulting on foundations and executorships
  • Network building with legal and tax professionals
  • Conducting client and staff events

Nice-to-have

  • Strong sales and negotiation skills
  • Customer and service orientation
  • Ability to motivate colleagues
  • Flexibility and initiative
  • Teamwork and cooperation
  • Stress resilience and organization

Key Requirements

  • Completed law degree or equivalent legal education
  • Experience in inheritance or foundation law preferred
  • Banking apprenticeship or comparable qualification advantageous
  • Several years of successful sales experience
  • Knowledge of private banking sector
  • Willingness to be mobile within the region

Work Rights

Not specified

Tailored Resume

Cover Letter