German Speaking Estate Planner (Hybrid)

Ignite; Konstanz; Hybrid; EUR 80,000 - 95,000; Full time

Benefits offered by this job

Wellpass fitness subscriptions

Job-Rad bicycle leasing

Modern digital collaboration utilities

Interdisciplinary consulting network

Job summary

Ignite, located in the Lake Constance region, seeks an Estate Planner/Generation Manager to advise high-net-worth clients on wealth succession, asset transfers, and multi-generational governance. The role is permanent, full-time, with a fixed base salary of €80,000–€95,000 gross per year and a 39-hour week in a hybrid setup.

You will partner with Private Banking and senior wealth advisors on complex mandates, pursuing sponsored professional credentials and regional client engagements.

Qualifications

• 2 to 3+ years hands-on experience in wealth structuring, estate succession planning, or related field.
• Strong German fluency (C1+).
• Willingness to pursue professional designations (Estate/Financial Planner) funded by the firm.
• Flexibility to travel regionally (10–20%).

Responsibilities

• Deliver sophisticated estate and succession planning strategies for multi-generational wealth.
• Design optimal legal, fiscal, and organizational frameworks for asset transfer and protection.
• Collaborate with Private Banking managers and senior wealth advisors on complex client mandates.
• Generate fee-based advisory revenues and expand regional client portfolios.
• Introduce modern planning technologies to optimize advisory services.

Skills

Estate planning

Wealth management

Private Banking

German language proficiency

Microsoft 365

Tools

Microsoft 365

Job description

Salary: €80,000 – €95,000 gross p.a. (Fixed base salary, all-in)

Industry: Wealth Advisory & Regional Financial Services

Travel Requirements: 10–20% regional travel (:100 km radius for client visits and training across the Lake Constance area)

Languages Required: Fluent German (C1+ level)

Employment Type: Permanent, Full-Time (39-hour working week)

About The Role

We transcend traditional financial services to alleviate intricate financial responsibilities for high-net-worth (HNW) clients, establishing a solid foundation of trust, transparency, and sustainable intergenerational security. As an Estate Planner / Generation Manager within our Wealth Consulting practice, you will counsel private clients and family offices on advanced wealth succession, asset transfers, and multi-generational estate governance. Partnering directly with key client advisors, you will oversee sophisticated client mandates (:50 cases per year) while actively contributing to the scaling of our regional Estate Planning division. We welcome diverse professional trajectories—whether your background spans private banking, family offices, or financial advisory—and we provide the platform and fully sponsor any required specialized certifications.

Key Responsibilities

• Strategic Advisory: Deliver sophisticated estate and succession planning strategies tailored to multi-generational wealth safeguarding goals for high-net-worth individuals and families.
• Structuring Solutions: Determine optimal legal, fiscal, and organizational frameworks—incorporating corporate foundations, strategic gifts, and asset transfer structures to maximize long-term asset protection.
• Joint Client Engagement: Collaborate shoulder-to-shoulder with Private Banking managers and senior wealth advisors on complex, high-value client engagements.
• Business Development: Generate fee-based advisory revenues (Honorarbasis) and maximize share-of-wallet across core regional client portfolios with integrity and professionalism.
• Process Innovation: Introduce strategic concepts, contemporary planning technologies, and progressive ideas to continually optimize the advisory framework and service offerings.

Must-Haves

• Relevant Experience: 2 to 3+ years of hands‑on professional experience in wealth structuring, estate succession planning, Private Banking, Wealth Management, Financial Planning, or a Family Office setting.
• Domain Knowledge: A robust foundational grasp of wealth conservation principles, asset transfer tactics, or German inheritance and gift tax concepts.
• Soft Skills & Articulation: Advanced German fluency (C1+ standard) combined with deep empathy, emotional intelligence, diplomatic finesse, and exceptional communication talents required to guide sensitive family discussions.
• Openness to Development: High enthusiasm to pursue specialized professional designations (such as Certified Estate or Financial Planner), fully coordinated and financed by the firm.
• Location Presence: Capability to operate under a flexible hybrid work model across the Lake Constance area and execute local client consultations.

Nice-to-Haves

• Completed banking apprenticeship (Bankkaufmann), a university degree in Law, Finance, or Economics, or existing Estate Planner credentials.
• Practical background utilizing Microsoft 365 alongside digital financial and estate-planning applications.

What We Offer

• Competitive Fixed Compensation: €80,000 to €95,000 fixed all-in annual base remuneration free from variable commission pressures, ensuring financial stability.
• Paid Professional Training: Complete financial sponsorship and administrative backing for formal Estate and Financial Planner certifications upon onboarding.
• Modern Work Setup: Flexible hybrid working structure, a standard 39-hour working week, and 30.5 days of paid annual vacation to ensure a healthy work-life balance.
• High Impact & Ownership: Full autonomy to help shape a growing advisory unit within a stable, expanding regional financial organization that values diverse career backgrounds.
• Comprehensive Benefits: Corporate access to Wellpass fitness subscriptions, Job-Rad bicycle leasing, modern digital collaboration utilities, and an interdisciplinary consulting network.