MERKUR PRIVATBANK | Germany | 64xxx, 55xxx, 60xxx, 68xxx, 65xxx Rhein/Main, Frankfurt am Main, Wiesbaden, Darmstadt, Mannheim | Permanent position | Full time / Home office | Published since: 22.01.2026 on stepstone.de
Financial Planner Wealth and Succession Planning (m/f/d)
The MERKUR PRIVATBANK KGaA, based in Munich, is the only German bank that is also owner-managed and listed on the stock exchange. With a balance sheet total of 4 billion. EUR is one of the largest owner-managed monetary houses in Germany. Since 2005, the MERKUR PRIVATBANK has been led by Dr. Marcus Lingel as a personally liable partner. Our around 490 employees are committed to our customers with high expertise and sound advice in the asset and financing business segments as well as in the pension trade. What distinguishes us? Independence, partnership cooperation, lived entrepreneurship with hand-impact and a long-term thinking for the benefit of our customers have always shaped our medium-sized company. For our asset management, we are looking for Financial Planner (m/w/d) Take advantage of your chance of a responsible and varied activity in a successful, future-oriented company. Become part of our team and shape the future with us! !
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Your tasks • Your profile • What we offer
Financial planning: You develop tailor-made financial and asset plans for wealthy private customers and entrepreneurs to secure and increase the wealth. Fully consulted: You advise on topics such as asset protection, succession planning, foundations and real estate management, taking into account individual customer needs. Cooperation: You work closely with internal and external specialists to develop tax-optimized investment strategies and financial solutions. Motivator: You act as a moderator and motivator between customer supporters, specialist departments and customers and inspire them for the topic of financial planning.
You are an experienced financial planner that focuses on strategic advice, and you will be happy to pass on your knowledge to Junior Financial Planner. These perform the operational tasks and create the space to focus on the most demanding customer needs. Certification: CFP/CFEP certification is required Education: Completed studies in economics, financial management or comparable qualifications Experience: Multiannual experience in financial planning, in particular in dealing with entrepreneurial customers Knowledge: Knowledge found in the fields of tax law, inheritance and succession planning and capital market products Leadership: Experience in the professional leadership and development of junior planners Communication: Excellent communication skills and joy in dealing with customers in reliable German (word and writing) Networks: joy in building and maintaining relationships between our branches
Extract from our incentives/social benefits: Flexible working hours Public transport costs or a monthly mobility budget Occupational pension (BVV) Mobile work Education Corporate Benefits (Shopping Portal) Cycling and IT leasing Grants Childcare Attractive employee conditions
If you want to bring your previous experience into a future-oriented company with above-average social benefits, modern work spaces and a good working environment, we look forward to your meaningful application documents. Please send us a letter, your resume and your salary presentation. .
Location
 | MERKUR PRIVATBANK | |
| Rhein/Main, Frankfurt am Main, Wiesbaden, Darmstadt, Mannheim | ||
| Germany |
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