Estate Planner (m/f/d)

Company description

The Volksbank Schwarzwald-Donau-Neckar eG is an economically very successful, cooperatively organized bank. With years of experience in the financial world and a balance sheet total of 2.7 billion. We are a reliable partner for our customers. Thanks to our 375 dedicated employees, we place great emphasis on customer proximity, personal advice and individual solutions. Our successes are based on trust, transparency and long-term relationships. We also offer attractive career opportunities and invest in the individual training and training of our employees to ensure that You always have the current knowledge and can work in a supporting team. In the area of private banking, we attach particular importance to the personal care of our wealthy customers, whose assets often originate from business activities. Through our deep roots in the region with numerous medium-sized companies, we can offer tailor-made financial solutions that meet the different needs of our customers. In our team you use our extensive network and our comprehensive understanding of the different financial situations of our customers. Together with them, You will develop individual strategies that promote both their growth and security and support important decisions regarding their asset structure. We are looking for motivated, committed personalities that bring a passion for financial advice and a strong understanding of the concerns of our customers. Be part of our dynamic team and actively shape the future of private banking.

Your tasks: Full consultation of our wealthy private customers in the fields of succession planning, asset structuring and generation management Development of individual follow-up and precautionary strategies taking into account tax, legal and family aspects Cooperation with internal and external experts (e.g. tax consultants, lawyers, notaries) Implementation of workshops and information events for customers and interested parties Construction and maintenance of long-term customer relationships

Your profile: Complete university studies in the field of banking, financial services or comparable qualifications Ideally a completed training on Estate Planner / Generation Consultant (m/w/d) Multiannual professional experience in asset consulting, succession planning or a related area Knowledge of inheritance, tax and family law Embossed communication and consulting skills as well as empathy in dealing with sensitive topics Independent, structured and solution-oriented mode of operation

We offer: 39 hours week + attractive sliding time control mobile work in many areas Lifetime account Business bike occupational pension provision with employer grant operational health management future-proof workplace Employee conditions, including for affiliates Employee events individual support of your professional development

Contact person: Gaby Kupferschmid Tel.: 07461/707-1155

Apply now