Generation Manager Generation and Foundation Management (m/f/d)

The generation and foundation management of Sparkasse Hanau has been an established and trusted Sparring partner for over 15 years, as well as long-term companions of our customers across generations. As part of our holistic approach to consulting, we develop sustainable solutions for preventive and estate planning, estate management and foundation management. To strengthen our team, we are looking for you as a dedicated consultant (m/w/d), who is convinced with professional competence, empathy and entrepreneurial thinking. Look forward to a dynamic environment with challenging tasks and the opportunity to actively shape the further development of our department into a growth market and further strengthen the market position. Create a consultation with us that combines values – today and for future generations. Your responsibility

You advise responsible and independent customers along the entire range of services. You operate active recommendation and relationship management within the existing customer portfolio. You successfully acquire foundation and will enforcement mandates. With well-founded analyses in preventive and estate planning, you presented address-oriented solutions. You accompany the customer in the implementation and are interface to our partner network. You represent the entire range of services at internal and external events. You are responsible for subprojects for the further development of the department. Your advantages family environment. 32 days holiday, 39 hours/week full time, 40 € VL. 57.000-79.000 € gross annually (TVöD-S, up to max. EG 10), depending on the qualification and experience, incl. savings banks special payment. JobRad, parking lot subsidy or grant to the Deutschlandticket. attractive operating pension (additional pension). extensive social benefits. targeted training opportunities. This will bring you

You have a further education as a banking business operator (w/m/d) or a comparable qualification and have sound business and economic knowledge. You are already bringing the financial consultant to the conclusion and are technically safe in the tax and legal issues of generational consulting. You ideally have training for the Certified Foundation and Estate Planner (CFEP) or the Certified Financial Planner (CFP). However, you can also complete these further trainings in the aftermath. Matthias Grasmück is looking forward to your online application (personal@sparkasse-hanau.de) indicating your earliest possible date.

Christoph Grochow (06181 298 2570) or Matthias Grasmück (06181 298 2310) are available for any questions and preliminary information.

.