Wealth Planner

Join Deutsche Bank Wealth Planning in Spain as a Wealth Planner, helping entrepreneurs and families with compliant tax and estate planning, wealth structuring and governance solutions, and working closely with Relationship Managers to deliver tailored client strategies.

Responsibilities

• Drive business growth by delivering personal and team goals and leading wealth planning initiatives across Spain with clear execution and measurable impact.
• Work seamlessly with Relationship and Investment Managers to coordinate solutions, share regulatory and market updates, and ensure a consistent client experience.
• Guide clients and their families in developing effective strategies for wealth structuring, governance, succession, and liquidity events, offering tailored solutions across generations.
• Provide tax‑aware, compliant planning by engaging external advisors when needed and managing tax‑risk discussions to ensure clients follow appropriate and responsible practices.
• Host and present confidently at client events, representing the Wealth Planning function and translating complex concepts into clear, actionable insights for clients and partners.

Skills

• 8+ years of experience in wealth management or financial planning.
• Demonstrated track record of working with high-net-worth Spanish clients, assisting them and their families in planning their future wealth (experience as an Estate & Tax planning advisor at a prominent law firm, accounting practice, or financial institution).
• Excellent communication, interpersonal and negotiation skills, with strong commercial mindset, drive, and proactive initiative. Strong focus on building relationships, driving business development, and earning client trust.
• Team player orientation, enabling collaboration across the organization and diverse jurisdictions as required.
• Fluency in English, both written and spoken.
• Availability to undertake regular travel within Spain in line with business and client requirements.

Well-being & Benefits  

• Emotionally and mentally balanced: We support you in dealing with life crises, maintaining stability through illness, and maintaining good mental health. Benefit from initiatives such as counseling and support in difficult life situations and a culture where you can openly speak about mental health.
• Physically thriving: We support you managing your physical health by taking appropriate preventive measures and providing a workplace that helps you thrive. For example, discount in gyms, annual medical check up's, standing desks...
• Socially connected: We strongly believe in collaboration, inclusion and feeling connected to open up new perspectives and strengthen our self-confidence and well-being. Benefits vary from different types of paid and unpaid leave, hybrid model of remote working (for some positions …)
• Financially secure: We support you to meet personal financial goals during your active career and for the future. Benefit from meal allowance, pension contribution plans, banking services for employees, flex compensation program.

We strive for a culture in which we are empowered to excel together every day. This includes acting responsibly, thinking commercially, taking initiative and working collaboratively.

Together we share and celebrate the successes of our people. Together we are Deutsche Bank Group.

We welcome applications from all people and promote a positive, fair and inclusive work environment.