Wealth Planner

Tasks

• Function of the regionally responsible Wealth Planner and personal contact person for our clients in the context of fee-based planning mandates
• Building trust: appreciation 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 management of assets with entrepreneurial aspirations
• Development of a holistic and cross-generational client support approach in a team with external advisors (tax consultants/lawyers etc.)
• Creation of hand-to-hand solutions from the hand of the Family Office expert
• Data maintenance and effective use of the individual channels
• Development and expansion of corporate support from a holistic perspective for strategic networking in the savings bank network
• Implementation of other services and projects agreed in the context of the mandates and corresponding documentation
• 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 contribute to the team:
• You have several years of professional experience in the field of German and international law, taking into account tax aspects with a focus on
• An impeccable, flawless design that matches the

We offer

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