Senior Berater Vfg Region Südwest (d/m/w)

Deutsche Bank

Southwest Germany, Germany
Not specified; not specified; flexible working mod...
Hybrid
Completed law degree or equivalent legal training
Strong sales and client relationship skills
Experience in wealth management or private banking
Deutsche Bank is seeking a Senior Consultant for the Wealth Management sector in Southwest Germany, focusing on wealth succession planning and client relationship management. The ideal candidate should have a legal background with experience in sales and client advisory, particularly concerning estate and foundation law

Job Summary

  • The role involves advising selected high-net-worth individuals and entrepreneurs on complex asset succession planning and structuring.
  • Candidates will be responsible for building relationships with new clients, particularly the next generation, and securing existing legacies.
  • The position offers a comprehensive benefits package including mental health support, flexible working models, and financial security measures.

Matching Summary

Match Score: 85

Deutsche Bank is seeking a Senior Consultant for the Wealth Management sector in Southwest Germany, focusing on wealth succession planning and client relationship management. The ideal candidate should have a legal background with experience in sales and client advisory, particularly concerning estate and foundation law.

Salary

Not specified; Not specified; Flexible working models and extensive benefits offered

Skills & Requirements

Must-have

  • Completed law degree or equivalent legal training
  • Strong sales and client relationship skills
  • Experience in wealth management or private banking
  • Knowledge of civil and tax law regarding succession
  • Ability to coach employees and build networks

Nice-to-have

  • Training as a bank clerk or similar qualification
  • Experience with foundation establishment and testamentary execution
  • Strategic planning experience for wealth generation
  • High level of self-motivation and flexibility
  • Willingness to travel within the region

Key Requirements

  • Jurisprudence degree (Law) required
  • Multi-year successful sales experience preferred
  • Knowledge of inheritance and foundation law desired
  • Regional mobility within Southwest Germany required

Work Rights

Not specified

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