Estate Planner, Wealth Succession Advisor

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Estate Planner advising wealthy clients on asset transition within a cooperative bank. Building a new advisory field with strategic influence and genuine regional impact.

Posted 8/2/2026full-timeKonstanz • 🇩🇪 GermanyJuniorMid-Level💰 €80,000 - €95,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in Wealth and Succession Planning, including knowledge of Foundations, Gifts, Inheritance Tax, and Asset Transfers. Possesses strong communication skills in German, with the ability to navigate emotionally sensitive family situations while driving strategic growth in Estate Planning.

Highest-signal resume keywords

Wealth Advisory ExperienceEstate Planning KnowledgeGerman Language Proficiency (C1)Strong Communication SkillsProactive Business Development

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Wealth PlanningSuccession PlanningAsset TransferInheritance TaxFoundation Management

Soft Skills

EmpathyFacilitation SkillsProactive Mindset

Certifications & Qualifications

Bank Clerk QualificationFurther Training in Estate Planning

Industry Keywords

Private BankingHigh-Net-Worth ClientsFee-Based RevenueShare-of-Wallet Growth

About the role

Key responsibilities & impact

You advise high-net-worth clients on the structured planning of their wealth and succession arrangements
You identify tax, legal and organizational structuring options and support with foundations, gifts, and asset transfers
You develop tailored solutions and highlight optimization opportunities for successful wealth succession
You work closely with the responsible client advisors and support mandates as part of a team
You independently manage approximately 50 estate-planning cases per year — from initial analysis through to implementation
You contribute new ideas for processes, offerings and the strategic direction of the Estate Planning business area
You help drive share-of-wallet growth and fee-based revenue

Requirements

What you’ll need

Completed training as a bank clerk (Bankkaufmann) or equivalent qualification, supplemented by further training in Estate Planning or Financial Planning
Several years' experience in Private Banking, wealth advisory or related fields — at least 2–3 years across both disciplines (Private Banking + Estate Planning)
Solid knowledge of wealth and succession planning — foundations, gifts, inheritance tax, asset transfers
German C1 or higher — you communicate complex topics clearly and sensitively
Strong communication and facilitation skills
Empathy and a confident manner in emotionally demanding family situations
Proactive "builder" mindset — you want to help shape the business area, not just service it

Benefits

Comp & perks

Permanent employment contract at a stable cooperative bank with a €5 billion balance sheet
€80,000–€95,000 all-in (no variable component, no surprises)
39-hour workweek, 30.5 days vacation plus bank holidays
Hybrid working (minimum 20% office presence when using remote work), flexible working hours after onboarding
Company bike (Job-Rad), public transport ticket (Job-Ticket), EGYM Wellpass
Ongoing professional and personal development programs
Company pension scheme
High level of autonomy in developing the Estate Planning business area
Challenging cases involving high-net-worth private clients — varied, complex advisory work rather than pure product sales
Access to an innovation network consisting of universities, companies and start-ups