Estate Planner (m/f/d)

Company description

Ties or pumps? Not with us! Around 600 different personalities work in the diverse VR Bank Rhein-Neckar eG. Here we wear polos, shirts or suits – according to your style. Our du-culture and the camera-based coexistence ensure that work with us is more than just a job. Our action is based on cooperative values such as fairness, transparency and trust. For us: “VR Bank is more than just working to live. ‘ We are looking for a new team member as soon as possible

Development of individual succession, precautionary and asset transfer concepts Advising wealthy individuals and entrepreneurial families on issues of succession and asset structure Accompanying complex inheritance, donation and precautionary attitudes Advice on foundation models and foundation-oriented solutions Support in the establishment, support and development of foundations Participation in the further development of the foundation management and corresponding consulting services Implementation of lectures, customer events and information formats on succession, prevention and foundation topics Development and implementation of sales approaches in Estate Planning and Generation Management

Completed banking and/or economic studies Multiannual experience in private banking Willingness to continue or existing Certified Estate Planner (CEP) qualification Team-ready, independent, responsible and targeted Safe and convincing appearance High customer orientation and acquisition strength

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