Advisor Asset Succession & Wealth Planning (g.n.) full-time / part-time

The V-BANK was founded in 2008 as Germany's first bank for asset managers. Today, we are the market leader as a custody bank with 200 employees (as of 01.04.2026) for independent asset managers in Germany and reliable partners also for family offices, foundations, asset management banks and institutional customers. With us you have a reliable employer on your side, which is important for a collegial and personal relationship at eye level. Thanks to our strong growth, you can expect a diverse and varied working environment. At the same time, we attach great importance to our traditions, which we always try to improve through new innovative ideas. We are looking for people who want to use design spaces and enrich our team with their professional know-how and personal strengths!

As a consultant in the field of asset succession, you support the following tasks: Support and support of customer and asset managers talks on issues of asset succession / Wealth Planning / Generation Planning Creation of high-quality customer analyses/presentations on succession of assets Complete the correspondence (mainly via e-mail and telephone) Referent (g.n.) for lectures Organization of customer events Processing and compilation of documents and presentations Internet/database research (beck-online, nwb etc.) on issues of succession Support for cross-departmental projects Everything taking into account the legal framework (e.g. RDG, StBerG)

Successfully completed studies Economics, Economic Law, Law or a comparable degree course at a university/university/university college Professional experience in banking, with a lawyer, notary or tax advisor Knowledge within the areas relevant for the succession of assets, in particular in inheritance and tax law Good knowledge of MS Office (Word, Excel, PowerPoint, Outlook) High organization and planning security Friendly and accommodating appearance and good communication skills A high level of motivation and initiative Versified handling of financial planning software and MS Office programs Very good German knowledge

A modern, dynamic working environment with a lot of space for self-responsibility Collaborative, interdisciplinary cooperation at eye level Attractive benefits, including:Occupational pensions & group accident insurance Profitsharing & Jubilee Special Payments Wellpass (access to more than 6,000 sports & wellness offers) Flexible working hours & mobile work 30 days holiday + additional free on 24.12. and 31.12. Central location with good transport connection Company events such as summer festival and Christmas celebration Continuing training and certification, including in reporting

Ready to shape the future? Then we look forward to your application with CV, salary presentation and possible entry date. .