Estate Planner – Financial Planner – Private Banking

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. Advise affluent private clients and entrepreneurial families on the structured planning of their wealth succession .

Posted 10/8/2026full-timeKonstanz • GermanyMid-LevelSenior💰 €80,000 - €95,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in wealth succession planning, including tailored strategies for affluent clients and families. Proficient in analyzing complex financial and legal interrelationships while providing sensitive and tactful advisory services.

Highest-signal resume keywords

Wealth Succession PlanningEstate PlanningWealth StructuringClient AdvisoryGerman Language Skills (C1 Level)

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Wealth ManagementFinancial PlanningTax PlanningInheritance TaxGift TaxGenerational AdvisoryBusiness SuccessionComplex Financial AnalysisSolution DevelopmentEstate Planning Case Management

Soft Skills

Confident Client InteractionTact and SensitivityClear CommunicationCollaborative ApproachWillingness to Develop Advisory Services

Industry Keywords

Private BankingFamily OfficeAffluent ClientsWealth TransferFoundationsSuccession PlanningAdvisory ServicesClient MeetingsLake Constance RegionUpper Swabia

About the role

Key responsibilities & impact

Advise affluent private clients and entrepreneurial families on the structured planning of their wealth succession
Analyze complex wealth and family situations
Develop tailored strategies for wealth structuring and wealth transfer
Advise on gifts, foundations, inheritance and gift tax, and succession planning
Support private and business wealth succession processes
Identify tax, legal, and organizational planning opportunities
Develop specific solution scenarios in collaboration with internal and external specialists
Work closely with Private Banking, Wealth Management, tax advisors, and attorneys
Independently manage approximately 50 estate-planning cases per year
Further develop processes and advisory services in Estate Planning
Support the expansion of the business area and fee-based advisory services
Collaborate with the Head of Wealth Consulting and responsible Private Banking advisors
Establish and further develop Estate Planning as an independent advisory area

Requirements

What you’ll need

Several years of experience advising affluent private clients or entrepreneurial families
Experience in Private Banking, Wealth Management, Financial Planning, Wealth Planning, Family Office, or Estate Planning
Practical knowledge of wealth structuring and succession planning
Experience with gifts, foundations, wealth transfers, inheritance tax, or gift tax
Experience in generational advisory, business succession, or estate planning is preferred
Ability to understand complex financial, tax, and legal interrelationships and explain them clearly
Excellent German language skills, at least C1 level
Confident manner when dealing with affluent clients and families
Tact and sensitivity in confidential and sometimes emotional discussions
Willingness to help develop an advisory area
Willingness to work regularly in Constance or Radolfzell and attend client meetings in the Lake Constance–Upper Swabia region
Traditional banking training or specific certifications are not required
CFP, Certified Financial Planner, or an equivalent qualification is not required

Benefits

Comp & perks

Permanent contract with a stable, high-growth cooperative bank
30.5 days of annual leave plus bank holidays
Hybrid working with at least 20% office-based work when working from home
Flexible working hours following onboarding
Company bike leasing program
Public transport pass
EGYM Wellpass
Ongoing professional and personal development programs
Occupational pension plan
Significant scope to shape and expand the Estate Planning business area
Challenging cases involving affluent private clients
Access to an innovation network of universities, companies, and start-ups
Any job-specific certifications not already held can be completed after joining; the bank will organize and fund them