Wealth Planner (m|f|x) Wien

LGT Bank Österreich, a branch of LGT Bank AG, is the largest international private bank in Austria. We offer comprehensive private banking services and employ around 250 people in Austria. Our corporate culture is characterised by our unique ownership structure. We stand for entrepreneurial thinking, sustainability, a sense of responsibility and trust. Mutual respect, personal integrity and loyalty are the solid foundation of our work culture. At the beginning of 2024, we were recognised as one of the 50 best employers in Austria by the consulting firm "Great Place to Work". In the Medium category (100-249 employees), we improved to 4th place and even achieved 1st place among financial institutions.

Aufgaben

• Collaboration on legal issues within Wealth Planning Austria (succession planning, asset structuring, etc.)
• Assuming responsibility for organizational and administrative tasks to relieve the team (research, presentations, correspondence, publications)
• Development of wealth strategies and examination of possible structures for the realization of individual goals of our clients
• Providing information to our clients regarding long-term strategic wealth planning issues (estate planning and wealth structuring/foundations, basic tax information, relocation planning)
• Contact person for wealth planning issues and accompaniment of relationship managers to client meetings
• Support and sparring partner to our Head of Wealth Planning Manager
• Joint presentation of corresponding concepts with the responsible relationship managers in client meetings
• Independent and proactive handling of day-to-day business including preparation and follow-up of client meetings with the Relationship Managers
• Proactive and efficient support in the acquisition and expansion of long-term client relationships in the upscale private banking segment
• Interface function to internal expert teams
• Involvement and cooperation in various strategic banking projects

Profil / Ihre Qualifikation / Ihre Persönlichkeit:

• Higher education in law, financial administration, banking or business administration; preferably a degree in law studies
• Experience in the areas of inheritance law, foundations (holistic wealth planning in the environment of complex, international asset and family relationships of HNWIs / UHNWIs)
• Ideally, successfully completed advanced training in financial or wealth succession planning (e.g. Certified Financial Planner)
• Knowledge of financial products, taxes/law
• Experience to deal with sophisticated clients, strong customer orientation and basic entrepreneurial mindset
• Empathic personality with good manners and excellent communication skills who is used to work discreetly
• Solution orientation and a precise, structured way of working with a focus on goals and customer orientation
• You are a flexible and stress-resistant team player (m/f/d) with a can-do mentality who never loses sight of service orientation
• Excellent business language skills in German and English, both written and spoken

Kontakt

Nicole Bider

Senior HR Manager

Standort

Renngasse 6-8, AUT-1010 Wien