Senior Spezialberater Wealth Planning (d/m/w) Berlin

Deutsche Bank

Berlin, Germany
Hybrid
Complex wealth structuring
Financial and succession planning
Client relationship management
Deutsche Bank is seeking a Senior Specialist in Wealth Planning for their Berlin office, focusing on the management of complex wealth structures for high-net-worth clients. The role emphasizes analytical skills, strategic financial planning, and strong client relationship management, while promoting a culture of excellence within a hybrid work environment

Job Summary

  • The role involves developing long-term financial and succession plans for very wealthy clients while coordinating with internal and external experts such as tax advisors and lawyers.
  • Deutsche Bank offers a broad range of benefits supporting mental and physical health, flexible working models, and financial security including retirement plans and employee banking services.
  • The Wealth Planning unit aims to provide holistic solutions for complex wealth structures and generational wealth transfer, fostering a culture of excellence and collaboration.

Matching Summary

Match Score: 85

Deutsche Bank is seeking a Senior Specialist in Wealth Planning for their Berlin office, focusing on the management of complex wealth structures for high-net-worth clients. The role emphasizes analytical skills, strategic financial planning, and strong client relationship management, while promoting a culture of excellence within a hybrid work environment.

Skills & Requirements

Must-have

  • complex wealth structuring
  • financial and succession planning
  • client relationship management
  • collaboration with tax and legal advisors
  • strategic UHNW client advisory
  • scenario simulation and risk assessment
  • travel within Germany

Nice-to-have

  • strong analytical and strategic thinking
  • high customer orientation
  • network building and event planning
  • bilingual communication in German and English
  • discretion and empathy
  • knowledge of financial regulation and compliance

Key Requirements

  • longstanding experience in strategic UHNW sector
  • degree in business, economics, finance, or law
  • expertise in tax, inheritance, and corporate law
  • certifications like CFP®, CFA®, or STEP estate planner
  • excellent German and English communication skills

Work Rights

Not specified

Tailored Resume

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