Generation Manager (m/f/d)

Company description

As an independent Volksbank with a balance sheet total of 3.0 billion We take our future into our hands. Just like our customers and our members, which we support in the implementation of their plans fair, respectful and partnership – and thus advance the entire region. For this we need employees who share our values as much as our vision. We are looking for you as soon as possible Projektmanager (m/w/d)

You bring about You accompany our wealthy customers in the structured planning of their asset and estate strategy. You identify tax, legal and organizational design potentials and support topics such as foundation structures, donations and asset transfer. You show our customers the right optimization approaches as part of their succession of assets. You provide orderly and reliable estate processing by answering the Extent Department, preparing mandates professionally and ensuring implementation in the sense of customers. You actively shape the future of our Estate Planning business area by introducing new impulses for processes, offers and strategic orientation and thus shaping our further development.

This will bring you Your completed training as a banker (m/w/d) or comparable qualification, ideally complemented by a further education on Estate Planner, a study or a bank-based training. Multiannual experience in private banking, asset consulting or related fields. Knowledge in asset and succession planning. High communication and moderation skills as well as the ability to convey complex topics in a comprehensible and with the necessary sensitivity. It distinguishes empathy and a pronounced feeling of fingertips, especially in dealing with people and families in emotionally challenging situations of life. Patience, calm appearance and constructive dealing with conflicts are among their strengths.

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