NATIONAL-BANK Aktiengesellschaft | Germany | 45xxx Essen | Permanent position | Full time / Home office | Published since: 13.02.2026 on stepstone.de
Senior Advisor Family Office (m/f/d)
Our National Bank is one of the nation's leading group-free regional institutes for private and corporate customers as well as medium-sized institutional investors. Founded in 1921 in Berlin, it has been home in Essen since 1922. Our business success speaks its own language. This applies not only to the long-term profitability and profitability of our activities, but also to our strong cultural and social commitment. Solidity and stability shape our management, reliability and appreciation of our interaction. We want to continue our success story and look for a Senior Caregiver (w/m/d) Family Office in Essen to strengthen our excellent team.
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Your tasks • Your profile • What we offer
Care of existing Family Office clients Acquisition of new clients Creation of financial and asset planning, implementation and creation of asset reporting and asset controlling and implementation of Beauty Contests internal and external contact (w/m/d) on the following topics: financial and asset planning Asset succession and generation management asset controlling and monitoring Asset classes: Liquid assets (value papers, etc.), Illiquides fortune (e.g. real estate, holdings), Alternative Investments (private equity, private debt, commodities, etc.) and Collectables (art, musical instruments, wines, etc.)
Development of structures, services and processes
completed bank training and/or completed business or legal studies Additional qualification as Financial Planner (CFP) or Estate Planner (CFEP)
at least three years of professional experience in consulting wealthy customers or institutional customers or five years of professional experience in the holistic care of individual customers
Experiences and/or knowledge in Foundation law, inheritance law, tax law, asset controlling, real estate management or the upscale investment
outstanding communication skills
very good ways of handling, convincing and representative appearance
a high self-motivation and initiative
an independent, structured and independent operation
Team skills
an attractive and reliable employer with excellent reputation a varied, interesting activity, even in mobile work a partnership-worthy and trusting working atmosphere in an excellent team characterized by diversity flat hierarchies and short decision paths with close connection to the board an attractive remuneration with numerous above-average benefits regular training 30 days of leave, the possibility to acquire further days of leave without compensation, special days of leave with secondary education and financial participation by the bank exciting team events an employer who has been pursuing a strong cultural and social commitment for decades
Location
 | NATIONAL-BANK Aktiengesellschaft | |
| 45133 Essen | ||
| Germany |
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