Wealth Planner (f/m/x)
Deutsche Bank(1 month ago)
About this role
Wealth Planner at Deutsche Bank Wealth Planning in Spain offering tailored tax- and estate-planning, wealth structuring, and governance solutions for entrepreneurs and high-net-worth families. The role focuses on delivering compliant, multi-generational strategies and working closely with Relationship and Investment Managers to align client solutions with regulatory and market requirements. It supports business growth and represents the Wealth Planning function in client-facing events and engagements.
Required Skills
- Wealth Management
- Financial Planning
- Estate Planning
- Tax Planning
- Client Relations
- Business Development
- Communication
- Negotiation
- Teamwork
- Presentation
+1 more
About Deutsche Bank
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