Schoellerbank
Wealth Management Advisor:in(m/w/x)
Full-time/Part-timeOn-siteExperienced
Wien, Salzburg, Linz, Graz
from 70,000 / year
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LGLGT Bank AG, Zweigniederlassung Österreich
Wealth Planner(m/w/x)
Wien
from 60,000 / year
Full-timeOn-siteManagement
Nejo AI Summary
Developing wealth strategies and legal issue collaboration for sophisticated private banking clients. Higher education in law or business and inheritance law experience required. Focus on cross-border wealth planning.
Requirements
- Higher education in law or business administration
- Experience in inheritance law and foundations
- Ideally, advanced training in wealth succession planning
- Knowledge of financial products and taxes
- Experience with sophisticated clients and customer orientation
- Empathic personality with excellent communication skills
- Solution orientation and structured working style
- Flexible and stress-resistant team player
- Excellent business language skills in German and English
Tasks
- Collaborate on legal issues in Wealth Planning.
- Handle organizational and administrative tasks.
- Develop wealth strategies for client goals.
- Provide information on strategic wealth planning.
- Act as contact for wealth planning inquiries.
- Support the Head of Wealth Planning Manager.
- Present concepts with relationship managers.
- Manage day-to-day business and client meetings.
- Assist in acquiring and expanding client relationships.
- Coordinate with internal expert teams.
- Participate in strategic banking projects.
Work Experience
- approx. 1 - 4 years
Education
- Bachelor's degree
Languages
- German – Business Fluent
- English – Business Fluent
Benefits
Diverse Work
- Interesting field of activity
Find the original job posting in its most current version here. Nejo automatically captured this job from the website of LGT Bank AG, Zweigniederlassung Österreich and processed the information on Nejo with the help of AI for you. Despite careful analysis, some information may be incomplete or inaccurate. Please always verify all details in the original posting! Content and copyrights of the original posting belong to the advertising company.
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LGLGT Bank AG, Zweigniederlassung Österreich
Wealth Planner(m/w/x)
Wien
from 60,000 / year
Full-timeOn-siteManagement
Nejo AI Summary
Developing wealth strategies and legal issue collaboration for sophisticated private banking clients. Higher education in law or business and inheritance law experience required. Focus on cross-border wealth planning.
Requirements
- Higher education in law or business administration
- Experience in inheritance law and foundations
- Ideally, advanced training in wealth succession planning
- Knowledge of financial products and taxes
- Experience with sophisticated clients and customer orientation
- Empathic personality with excellent communication skills
- Solution orientation and structured working style
- Flexible and stress-resistant team player
- Excellent business language skills in German and English
Tasks
- Collaborate on legal issues in Wealth Planning.
- Handle organizational and administrative tasks.
- Develop wealth strategies for client goals.
- Provide information on strategic wealth planning.
- Act as contact for wealth planning inquiries.
- Support the Head of Wealth Planning Manager.
- Present concepts with relationship managers.
- Manage day-to-day business and client meetings.
- Assist in acquiring and expanding client relationships.
- Coordinate with internal expert teams.
- Participate in strategic banking projects.
Work Experience
- approx. 1 - 4 years
Education
- Bachelor's degree
Languages
- German – Business Fluent
- English – Business Fluent
Benefits
Diverse Work
- Interesting field of activity
Find the original job posting in its most current version here. Nejo automatically captured this job from the website of LGT Bank AG, Zweigniederlassung Österreich and processed the information on Nejo with the help of AI for you. Despite careful analysis, some information may be incomplete or inaccurate. Please always verify all details in the original posting! Content and copyrights of the original posting belong to the advertising company.
About the Company
LGT Bank AG, Zweigniederlassung Österreich
Industry
FinancialServices
Description
LGT Bank AG, Zweigniederlassung Österreich is the largest international private bank in Austria, offering comprehensive private banking services. The company values entrepreneurial thinking, sustainability, and a sense of responsibility.
Not a perfect match?
- Schoellerbank
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Wealth Management CEE Relationship Manager(m/w/x)
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Private Banker:in(m/w/x)
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