Senior Estate Planner
The Role:
We are seeking an experienced Senior Estate Planner to join our team in Körperich, DE.
* Provide strategic support to the sales teams.
* Conduct thorough wealth, tax, and legal analyses in the context of setting up or administering a life insurance and/or capitalization contract.
* Enhance the sales teams' competitiveness, particularly through preferential treatment of high-end prospects (HNWI and UHNWI).
* Develop and deliver comprehensive training programs for salespeople and partners on topics related to estate engineering solutions.
* Prepare presentations and marketing materials related to wealth and estate planning strategies.
* Participate in communication actions and events for partners/clients.
Requirements:
* You hold a university degree in law, economics, and/or taxation.
* You have at least 5 years of experience in a similar role.
* You possess in-depth knowledge of wealth, estate, and tax matters.
* You are proficient in structuring aspects related to life insurance.
* You are autonomous, rigorous, and organized.
* You have a strong commercial sense and excellent listening skills.
* You are solution-oriented.