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LG
LGT Bank AG, Zweigniederlassung Österreich
6mo ago

Wealth Planner(m/w/x)

Wien
from 60,000 / year
Full-timeOn-siteManagement

Description

You manage a variety of tasks in wealth planning, from developing strategies to supporting client relationships, ensuring smooth operations and effective collaboration with internal teams.

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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

Education

Bachelor's degree

Work Experience

approx. 1 - 4 years

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.

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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