Completed law degree with inheritance or foundation focus
Multi-year successful sales experience in private banking
Expert knowledge of civil and tax law regarding succession
Deutsche Bank is seeking a Senior Expert for Wealth Management in Southwest Germany, focusing on advising affluent clients and businesses on complex wealth succession and structuring issues. The ideal candidate will possess a legal background, strong sales skills, and a solid understanding of private banking
Job Summary
The role involves advising selected high-net-worth individuals and entrepreneurs on complex wealth succession planning and structuring.
Candidates will be responsible for building relationships with new clients, particularly the next generation of heirs, and securing existing estates.
The position offers a comprehensive benefits package including mental health support, flexible working models, and financial security plans.
Matching Summary
Match Score: 85
Deutsche Bank is seeking a Senior Expert for Wealth Management in Southwest Germany, focusing on advising affluent clients and businesses on complex wealth succession and structuring issues. The ideal candidate will possess a legal background, strong sales skills, and a solid understanding of private banking.
Skills & Requirements
Must-have
Completed law degree with inheritance or foundation focus
Multi-year successful sales experience in private banking
Expert knowledge of civil and tax law regarding succession
Nice-to-have
Experience coaching employees and motivating teams
Strong network with lawyers, notaries, and tax advisors
Proven ability to handle difficult client situations
Key Requirements
Jurisprudence degree (Law) required
Alternative legal training with inheritance/foundation focus