Job offer

Wealth Planner (m/f/d)

The Frankfurter Bankgesellschaft Group is looking for a Wealth Planner with regional responsibility to act as a personal contact for its clients within the scope of fee-based planning mandates in Baden-Württemberg and Bavaria. The position includes the analysis and optimization of the financial situation of entrepreneurial clients as well as the development of holistic client support approaches.

Job description

Tasks

  • Function of the regionally responsible Wealth Planner and personal contact person for our clients in the context of fee-based planning mandates
  • Areas of responsibility: Baden-Württemberg and Bavaria
  • Joint development of the Savings Banks Finance Group network
  • Conducting target, status quo and strategy discussions as part of your planning mandates
  • Recording, analysis and optimization of the overall financial situation as well as proposals for structuring, securing assets, liquidity and risk protection for our entrepreneurial clients
  • Development of a holistic and cross-generational client support approach (succession planning, strategic asset allocation, etc.) in the client relationship tree with external advisors (tax consultants/lawyers, etc.)
  • Creation of action and detailed concepts from the perspective of the family office as a holistic financing and optimization concept
  • Data maintenance and efficient use of the IT systems used
  • Further development of the range of services for our clients and the processes in the company as part of the Wealth Planning team

Requirements

  • You have several years of professional experience in the field of German and international law, taking into account tax aspects with a focus on
    • Inheritance law
    • Company law
  • An impeccable and professional appearance that matches the

We offer

  • Flat hierarchy and the opportunity to get involved within the company

Job details

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