Generational Consultant (Private Finance Center) | Generationenberater (m/w/d) im Bereich Private Finance Center
Sparkasse Vogtland
Job Summary
As a Generational Consultant within the Private Finance Center, you will provide comprehensive advisory services focused on estate planning, wealth succession, and foundation management. Your day-to-day responsibilities include analyzing client assets, creating personalized action plans, and ensuring compliance with inheritance and tax regulations. You will collaborate closely with relationship managers and external partners to deliver holistic financial solutions. A significant portion of your role involves managing the execution of wills, drafting legal documentation for foundations, and overseeing the administration of estates. This position is ideal for a professional with deep expertise in tax law and inheritance planning who thrives in a collaborative, client-facing environment. The role offers a unique opportunity to work within a supportive team structure that emphasizes work-life balance, continuous professional development, and a transparent, performance-based compensation package.
Required Skills
Education
Commercial vocational training with a focus on taxation, or a comparable qualification. Mandatory certifications: Certified Generational Manager, Certified Will Executor, and Certified Foundation Consultant.
Experience
- Professional experience in tax-focused commercial roles or financial advisory
- Demonstrated expertise in estate planning, succession management, and foundation consulting
- Experience in managing the legal and administrative processes of will execution
- Proven track record in sales-oriented advisory environments
- Experience in interdisciplinary teamwork and stakeholder management
Languages
Additional
- Must hold professional certifications in Generational Management, Will Execution, and Foundation Consulting. Applicants with disabilities are encouraged to apply and must provide relevant proof of status.