Weberbank AG | Germany | 10xxx, 14xxx, 13xxx, 12xxx Berlin | Permanent position | Full time / Home office | Published since: 27.09.2026 on stepstone.de
Family Office Consultant Focus: Execution of Wills (m/f/d)
As a private bank of the capital, the Weberbank feels closely connected to Berlin and its people. Since 1949, we have been offering comprehensive advice to private and institutional investors. We are the first choice for people who want to know their fortune in good hands. Our excellently trained employees are what the Weberbank is. Our culture is characterized by appreciation, self-responsibility, entrepreneurial thinking and a high degree of loyalty. In addition to technical excellence, we are looking for personalities who want to do something and are willing to take this one step more. For the Team Family Office of the Department of Private Customers Berlin we are looking for Senior Consultant (m/w/d) Focus: Extent of the will
* After clicking the Read more button, the original advert will open on our partner's website, where you can see the details of this vacancy and contact information. If you need a translation of this text, after returning to our website it will be prepared and you can read it by clicking the Show full translation button.
Your tasks • Your profile • What we offer
As a private bank of the capital, the Weberbank feels closely connected to Berlin and its people. Since 1949, we have been offering comprehensive advice to private and institutional investors. We are the first choice for people who want to know their fortune in good hands. Our excellently trained employees are what the Weberbank is. Our culture is characterized by appreciation, self-responsibility, entrepreneurial thinking and a high degree of loyalty. In addition to technical excellence, we are looking for personalities who want to do something and are willing to take this one step more. For the Team Family Office of the Department of Private Customers Berlin we are looking for Senior Consultant (m/w/d) Focus: Extent of the will
You represent our house both in personal customer talks and on the phone. You support our private customer teams as a specialist:in the services of our Family Office and, in addition to the technical topics, are co-responsible for the development and successful care of long-term customer relationships. In detail, you are responsible for: Acquisition of New Testament Extents (TV) Continuous support of existing extensities Resolution of executing the will Acquisition and ongoing support of unselfish foundations Cooperation with the sales units of the bank, professional:r Contact:in for the topics Extended and unselfish foundations Cooperation with external specialist:inside and further development of the professional network Invoicing and loading of due TV charges Further development of the contractual regulations TV / Stifter-Service TV and unselfish foundations
You have a winning and binding personality, are open-minded, responsive and team-capable. Customer and performance orientation as well as quality awareness are what you distinguish. You also have the following skills: Business thinking and acting Acquisition strength, creative and innovative ideas in the care and expansion of customer relationships Special conditions: Training as a bank clerk Economic studies or Training at the Bank Academy Detection or readiness of further qualification to the certified executor and CEP/CFEP Long-standing well-founded experience in holistic care and consulting demanding private customers Intensified legal, tax and practical knowledge in the fields of heirs, estate planning/design and foundations
It awaits an attractively located workplace in the beautiful Berlin-Schmargendorf with good transport connections (BVG, Ringbahn Station Hohenzollerndamm). We cultivate a valuable and family corporate culture. In addition to an attractive remuneration, we offer numerous special services for our employees: Occupational pensions & asset-effective benefits Personnel development, strength coaching and professional support Variable working time and mobile work BVG ticket and bicycle leasing Cooperation with the Fürstenberg Institute (free and anonymous employee and management consultancy) Occupational health management (including health days, flu-protection vaccinations, skin cancer screening, massages, extensive check-ups, cooperation with gyms) Grant for lunch in the form of menu checks Private accident insurance Employee parties such as summer parties and Christmas celebrations Employee conditions for banking services and corporate benefits
Location
![]() | Weberbank AG | |
| 14199 Berlin | ||
| Germany |
The text of this ad was translated from German into English using an automatic translation system and may contain semantic and lexical errors. Therefore, it should be used for introductory purposes only. For more detailed information, see the original text of the ad at the link below.
For more information read the original ad