German Speaking Estate Planner (Hybrid)

Salary: €80,000 – €95,000 gross p.a. (Fixed base salary, all-in)

Industry: Wealth Advisory & Regional Financial Services

Travel Requirements: 10–20% regional travel (:100 km radius for client visits and training across the Lake Constance area)

Languages Required: Fluent German (C1+ level)

Employment Type: Permanent, Full-Time (39-hour working week)

About The Role

We transcend traditional financial services to alleviate intricate financial responsibilities for high-net-worth (HNW) clients , establishing a solid foundation of trust, transparency, and sustainable intergenerational security. As an Estate Planner / Generation Manager within our Wealth Consulting practice, you will counsel private clients and family offices on advanced wealth succession, asset transfers, and multi-generational estate governance. Partnering directly with key client advisors, you will oversee sophisticated client mandates (:50 cases per year) while actively contributing to the scaling of our regional Estate Planning division . We welcome diverse professional trajectories—whether your background spans private banking, family offices, or financial advisory —and we provide the platform and fully sponsor any required specialized certifications.

Key Responsibilities

• Strategic Advisory: Deliver sophisticated estate and succession planning strategies tailored to multi-generational wealth safeguarding goals for high-net-worth individuals and families.
• Structuring Solutions: Determine optimal legal, fiscal, and organizational frameworks—incorporating corporate foundations, strategic gifts, and asset transfer structures to maximize long-term asset protection.
• Joint Client Engagement: Collaborate shoulder-to-shoulder with Private Banking managers and senior wealth advisors on complex, high-value client engagements.
• Business Development: Generate fee-based advisory revenues (Honorarbasis) and maximize share-of-wallet across core regional client portfolios with integrity and professionalism.
• Process Innovation: Introduce strategic concepts, contemporary planning technologies, and progressive ideas to continually optimize the advisory framework and service offerings.

Must-Haves

• Relevant Experience: 2 to 3+ years of hands‑on professional experience in wealth structuring, estate succession planning, Private Banking, Wealth Management, Financial Planning, or a Family Office setting.
• Domain Knowledge: A robust foundational grasp of wealth conservation principles, asset transfer tactics, or German inheritance and gift tax concepts.
• Soft Skills & Articulation: Advanced German fluency (C1+ standard) combined with deep empathy, emotional intelligence, diplomatic finesse, and exceptional communication talents required to guide sensitive family discussions.
• Openness to Development: High enthusiasm to pursue specialized professional designations (such as Certified Estate or Financial Planner), fully coordinated and financed by the firm.
• Location Presence: Capability to operate under a flexible hybrid work model across the Lake Constance area and execute local client consultations.

Nice-to-Haves

• Completed banking apprenticeship (Bankkaufmann), a university degree in Law, Finance, or Economics, or existing Estate Planner credentials.
• Practical background utilizing Microsoft 365 alongside digital financial and estate-planning applications.

What We Offer

• Competitive Fixed Compensation: €80,000 to €95,000 fixed all-in annual base remuneration free from variable commission pressures, ensuring financial stability.
• Paid Professional Training: Complete financial sponsorship and administrative backing for formal Estate and Financial Planner certifications upon onboarding.
• Modern Work Setup: Flexible hybrid working structure, a standard 39-hour working week, and 30.5 days of paid annual vacation to ensure a healthy work-life balance.
• High Impact & Ownership: Full autonomy to help shape a growing advisory unit within a stable, expanding regional financial organization that values diverse career backgrounds.
• Comprehensive Benefits: Corporate access to Wellpass fitness subscriptions, Job-Rad bicycle leasing, modern digital collaboration utilities, and an interdisciplinary consulting network.