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Wealth Planner (m/w/d)
Job description
Wealth Planner (m/w/d)
Wien
Relationship Management
Vollzeit
Now apply
About us
The LGT Bank Österreich, a subsidiary of the LGT Bank AG, is the largest international private bank in Austria. In Austria, we employ around 250 employees and offer both private banking and asset management. Our unique ownership structure significantly shapes our corporate culture. We stand for entrepreneurial thinking, sustainability, responsibility, and trust. Moreover, we are characterized by values such as respect and long-term thinking. At the beginning of 2024, we were awarded the 4th place among the 50 best employers in Austria by the consulting firm Great Place to Work.
Your job responsibilities
* Participation in legal questions in the context of wealth planning Austria (succession planning, wealth restructuring, etc.)
* Taking over organizational and administrative tasks to relieve the team (research, presentations, correspondence, publications)
* Development of wealth strategies and examination of possible structures to implement individual goals of our customers
* Information of our customers on long-term strategic wealth planning (inheritance planning and wealth restructuring/stiftung, tax basis information, relocation planning)
* Contact person for wealth planning questions and accompaniment of customer advisors to customer meetings
* Support and sparring partner for our Head of Wealth Planning Manager
* Joint presentation of corresponding concepts with the responsible customer advisors in customer meetings
* Independent and proactive handling of daily business including pre- and post-processing of customer meetings with the relationship managers
* Proactive and efficient support in acquiring and expanding long-term customer relationships in the high-end private banking segment
* Interface function to internal expert teams
* Participation and collaboration in various strategic bank projects
Your profile
* University education in the fields of law, financial administration, banking, or business administration; preferably a degree in law
* Experience in the fields of inheritance law, foundations (comprehensive wealth planning in the context of complex, international wealth and family relationships of HNWIs/UHNWIs)
* Ideally, successfully completed further education in financial or wealth succession planning (e.g. Certified Financial Planner)
* Knowledge in the fields of financial products, taxes/law
* Experience in dealing with demanding customers, strong customer orientation, and entrepreneurial understanding
* Empathetic personality with good communication skills and a habit of working discreetly
* Solution-oriented and a precise, structured, goal-oriented, and customer-oriented working style
* You are a flexible and stress-resistant team player (m/w/d) with a can-do mentality, who never loses sight of the service orientation
* Very good negotiating skills in German and English in writing and speaking
Benefits at LGT
A great place to work - a great place to have impact: LGT promotes the diversity of its employees. We believe that an inclusive and values-based corporate culture is the driver for a great workplace and the opportunity to create a unique and successful team. Therefore, our employees can also benefit from many additional benefits.
Growing together
* Internal courses
* External courses at the Liechtenstein Academy
* Support for external training and further education
* Coaching and mentoring programs
* International assignments
* Intrapreneurship programs
Family and career
* Flexible work models
* Home office
* Sabbaticals
* Options for paid special leave
Your health
* Wellness and health programs including coaching
* Meal vouchers
* Free tea, coffee, fruit, and nuts
Discounts and benefits
* Discounts on bank products and services of LGT
* Co-investments at LGT
* Discounts on health and property insurance
* 4% contribution to the pension fund
* Job ticket
* Recognition of important life events
Contact
Sandra Graf
Senior HR Business Partner
LGT Bank AG, subsidiary Österreich
Bankgasse 9, 1010 Vienna
+43 (1) 227596238
Now apply
Wien
Relationship Management
Vollzeit
Now apply
About us
The LGT Bank Österreich, a subsidiary of the LGT Bank AG, is the largest international private bank in Austria. In Austria, we employ around 250 employees and offer both private banking and asset management. Our unique ownership structure significantly shapes our corporate culture. We stand for entrepreneurial thinking, sustainability, responsibility, and trust. Moreover, we are characterized by values such as respect and long-term thinking. At the beginning of 2024, we were awarded the 4th place among the 50 best employers in Austria by the consulting firm Great Place to Work.
Your job responsibilities
* Participation in legal questions in the context of wealth planning Austria (succession planning, wealth restructuring, etc.)
* Taking over organizational and administrative tasks to relieve the team (research, presentations, correspondence, publications)
* Development of wealth strategies and examination of possible structures to implement individual goals of our customers
* Information of our customers on long-term strategic wealth planning (inheritance planning and wealth restructuring/stiftung, tax basis information, relocation planning)
* Contact person for wealth planning questions and accompaniment of customer advisors to customer meetings
* Support and sparring partner for our Head of Wealth Planning Manager
* Joint presentation of corresponding concepts with the responsible customer advisors in customer meetings
* Independent and proactive handling of daily business including pre- and post-processing of customer meetings with the relationship managers
* Proactive and efficient support in acquiring and expanding long-term customer relationships in the high-end private banking segment
* Interface function to internal expert teams
* Participation and collaboration in various strategic bank projects
Your profile
* University education in the fields of law, financial administration, banking, or business administration; preferably a degree in law
* Experience in the fields of inheritance law, foundations (comprehensive wealth planning in the context of complex, international wealth and family relationships of HNWIs/UHNWIs)
* Ideally, successfully completed further education in financial or wealth succession planning (e.g. Certified Financial Planner)
* Knowledge in the fields of financial products, taxes/law
* Experience in dealing with demanding customers, strong customer orientation, and entrepreneurial understanding
* Empathetic personality with good communication skills and a habit of working discreetly
* Solution-oriented and a precise, structured, goal-oriented, and customer-oriented working style
* You are a flexible and stress-resistant team player (m/w/d) with a can-do mentality, who never loses sight of the service orientation
* Very good negotiating skills in German and English in writing and speaking
Benefits at LGT
A great place to work - a great place to have impact: LGT promotes the diversity of its employees. We believe that an inclusive and values-based corporate culture is the driver for a great workplace and the opportunity to create a unique and successful team. Therefore, our employees can also benefit from many additional benefits.
Growing together
* Internal courses
* External courses at the Liechtenstein Academy
* Support for external training and further education
* Coaching and mentoring programs
* International assignments
* Intrapreneurship programs
Family and career
* Flexible work models
* Home office
* Sabbaticals
* Options for paid special leave
Your health
* Wellness and health programs including coaching
* Meal vouchers
* Free tea, coffee, fruit, and nuts
Discounts and benefits
* Discounts on bank products and services of LGT
* Co-investments at LGT
* Discounts on health and property insurance
* 4% contribution to the pension fund
* Job ticket
* Recognition of important life events
Contact
Sandra Graf
Senior HR Business Partner
LGT Bank AG, subsidiary Österreich
Bankgasse 9, 1010 Vienna
+43 (1) 227596238
Now apply
Required skills
responsibility
health insurance
mentoring
relationship management
respect
sustainability
financial planning
entrepreneurial thinking
coaching
m/w/d
asset management
succession planning
home office
job ticket
trust
great place to work
private banking
property insurance
certified financial planner
vollzeit
steuern
sabbaticals
recht
pension fund
flexible work models
international assignments
long-term thinking
intrapreneurship
finanzprodukte
wealth planner
erbrecht
stiftungen
wealth restructuring
tax basis information
relocation planning
paid special leave
wellness and health programs
liechtenstein academy
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Company information
- Company
- LGT Bank AG Zweigniederlassung Österreich
- Location
-
Österreich, Wien
Austria - Posted
- 10 months ago
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