Completed law degree with inheritance or foundation focus
Successful sales experience in private banking
Expertise in civil and tax law regarding wealth succession
Deutsche Bank is seeking a Senior Expert for Wealth Management in the Southwest region of Germany, focusing on wealth succession planning and relationship building with high-net-worth clients. The ideal candidate should have a legal background, strong sales skills, and a proven track record in client advisory roles
Job Summary
The role involves advising high-net-worth individuals and entrepreneurs on complex wealth succession planning and structuring within Germany.
Responsibilities include building relationships with new clients, particularly the next generation, and managing foundations and testamentary administrations.
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 the Southwest region of Germany, focusing on wealth succession planning and relationship building with high-net-worth clients. The ideal candidate should have a legal background, strong sales skills, and a proven track record in client advisory roles.
Skills & Requirements
Must-have
Completed law degree with inheritance or foundation focus
Successful sales experience in private banking
Expertise in civil and tax law regarding wealth succession
Nice-to-have
Banking professional training background
Experience coaching employees
Strong networking skills with lawyers and notaries