Estate Advisor (m/w/d) in Private Banking

Company description

Trust. Estimate. Enthusiasm. These values lead us as a strong cooperative bank in the region. The proximity to our employees, customers and members and the social and social responsibility for the region in which we live and work are our drive. We are looking for support in the Generation Management division Senior Account Manager (m/w/d) full time. These interesting tasks await you (after qualification for the “certified executor”): Support in the further development of the Generation Management division Support in the construction and development of the estate management in the bank Projektleiter (m/w/d) Advising the heirs in all estate matters Acquisition of (paid) estate services (example: sighting of estate, creation of a wealth register, completion of estate-related correspondence, cooperation with tax advisors, lawyers, notaries, etc.) Resolution of executions of the will according to legal and contractual circumstances Incentivisation of distribution potentials, including sale of real estate, prevention of cash outflows and inheritance acquisition Close to the market Take this with you: Business know-how Sales-oriented and entrepreneurial thinking and acting Solution orientation and decision strength Contact joy and team spirit Flexibility – ability to adjust to changing requirements and activities Independent, responsible and reliable operation Interest in personal training Willingness to mobility within our business area Commercial training and ideal experience in customer consulting Sovereign appearance, negotiation skills and a high degree of final orientation We offer you: A versatile, interesting activity in a strong regional bank with attractive remuneration, special payments and an attractive working environment Motivating working atmosphere in a dedicated and sympathetic team as well as lean processes and short decision-making paths Good reconciliation of work, family and private life through flexible working hours and hybrid working models Business health promotion (e.g. corporate fitness and prevention with EGYM Wellpass) Options for salary conversion (e.g. for bicycle leasing or IT device leasing, life-time account) Attractive employee conditions and shopping benefits as well as free water, coffee and tea offer Employee events (Christmas celebration, Employee events) Occupational pensions and other attractive social benefits Did we awaken your interest? We look forward to your application. Stephan Schwab, Department Director Private Banking (tel. 07032 940-1148) and Martina Walz, Personnel Officer (tel. 07032/940-1221) will be happy to answer your questions in advance.

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