Expert Generation Management - Private Banking (m/w/d)

We are looking for you Projektmanager (m/w/d) Overview City: Hamburg Experience: Professional indefinite Full time / if necessary Parttime As part of our 360 degree advice within private banking, the topic of generation management is an important component that is increasingly demanded by our customers based on demographic development. We are therefore looking for reinforcement for our team. As part of our Private Banking Perspective Plan, which includes a continuous exchange with your leadership as well as a regular location determination, you will be able to continuously develop your position. Your job Creation of Status Quo Analyses: Defining target situation and, if applicable, Transfer to Financial Planning, Compensation of Legal and Tax Is/Soll Situation (Testament, Possibilities of Donation, Succession and Donation Tax etc.) Advice on implementation advice and recommendations Cooperation with specialist consultants (legal attorney, notary, tax advisor or auditor) of our customers Support our customer supporters in the acquisition and implementation of Estate Planning contracts Acquisition and execution of executions of settlements and permanent foundations, with the aim of determining the Haspa as executor Contact person:in for the entire building in terms of generation management and inheritance law Close exchange with colleagues from our foundation team and the Haspa Hamburg Foundation Your profile Completed study supplements with vocational training (Certified Financial Planner, Certified Estate Planner) or a comparable qualification Experience in the care of wealthy customers or first experience and the interest in this area Good knowledge of the creation of partial financial plans in relation to inheritance and tax problems Ideally experience in teaching High level of autonomy, readiness to use, resilience and team capability readiness for personal commitment and networking in our relevant target groups Your Benefits Flexible holiday design: 30 days holiday + 24. and 31. 12. free and the possibility to increase the annual holiday on 36 days Remuneration: 13.66 Salaries, variable remuneration, asset-effective benefits, other social benefits and holiday savings Our Mindset: Networking, Trust, Responsibility, Teampirit, Duzkultur, Living Diversity IT-Equipment: Apple Package - iPad Pro with Magic Key keyboard, Apple Pencil and Apple Airpods (also for private use) Continuing training: extensive technical and methodological training, hospitations, mentoring Find the complete overview of our Benefits at - Haspa Benefits We are We are the bank for all hamburgers: inside and 1.5 million. Kund: inside give us their trust. Our 4,400 colleagues are bringing people together and helping them out beyond financial issues. Because we are engaged in many non-profit initiatives and facilities in the district - and make Hamburg even more liveable. Please apply with your meaningful application including your salary presentation and the possible date of entry in our online portal. Questions about the written position will be answered to you

Matthias Can Telephone: 0151 / 16852074 Email matthias.kann@haspa.de

For more information on Haspa, visit www.haspa.de JOBV1_EN