Head of Estate Planning
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Description
:For over 150 years, our dedication to being the for our clients has been driven by our people – in around 60 countries and across more than 150 nationalities.
Their deep understanding, insights, expertise, and passion help our clients navigate an increasingly complex world – be it in our Corporate Bank, our Private Bank, our Investment Bank or our Asset Management division.
If you are motivated to take the initiative and collaborate with colleagues around the world; if you want to be part of a community where you can grow, both professionally and personally - join our team.
Together we can make a great impact for our clients home and abroad, securing their lasting success and financial security.
Responsibilities
The role
As Head of Estate Planning Belgium, you lead and further develop our Estate Planning proposition for Private Banking and Wealth Management clients. Estate Planning is a key component of our HNW/UHNW offering, supporting Private Banking Specialists and Wealth Managers in addressing increasingly complex family and wealth situations.
Combining deep technical expertise, leadership and strong commercial awareness, you lead the Estate Planning team and act as a senior sparring partner for clients, bankers and wealth managers. You help position Estate Planning as a strategic differentiator that strengthens client acquisition, deepens relationships and supports intergenerational client retention.
Your key responsibilities:
Lead the Estate Planning proposition: Define the Belgian Estate Planning strategy, lead and develop the team, set professional standards and ensure expertise is effectively deployed across Private Banking and Wealth Management.Advise on complex wealth situations: Act as senior expert on succession and wealth transfer, gifts and wills, matrimonial property, family-business succession, family governance and cross-border estate planning. Belgian planning requires particular awareness of federal civil law and the regional dimensions of gift and inheritance taxation in Flanders, Brussels and Wallonia.Drive client and commercial impact: Partner with Private Bankers and Wealth Managers in strategic client and prospect situations, identify Estate Planning opportunities and contribute to acquiring, developing and retaining HNW/UHNW relationships.Deliver holistic solutions: Connect Estate Planning with investment, discretionary management, lending and other wealth-management capabilities, working closely with internal specialists and clients' external legal, tax and notarial advisers.Ensure strong governance: Monitor relevant legal and tax developments, ensure appropriate documentation and compliance with the Bank's policies and risk framework, and maintain clear boundaries between Estate Planning support and regulated legal, tax or notarial advice.Build knowledge and visibility: Develop Estate Planning expertise across the organisation through coaching, training, client events and thought leadership.
Skills
Master's degree in Law, Tax Law, Notarial Law or a related field.Ideally 10+ years of relevant experience in Estate Planning, private wealth, taxation, notarial practice, private banking or specialised legal/tax advisory.Strong expertise in Belgian succession, civil and estate-planning matters, with a solid understanding of gift and inheritance taxation and experience with HNW/UHNW clients.Proven ability to lead and develop senior specialists, set direction and manage complex client situations.Strong client and commercial mindset, with the ability to translate complex legal and tax concepts into clear, practical solutions.Excellent collaboration and stakeholder-management skills, including the ability to work effectively with bankers, investment specialists, credit, Legal, Compliance and external advisers.Excellent communication skills; strong command of Dutch, French and English is highly desirable.Proven ability to leverage AI tools to enhance productivity, optimise workflows to solve business problems, while applying critical judgment to ensure responsible and ethical use of data and AI outputs.What will make you successful
You combine technical excellence with leadership and business impact. You build trust with clients and colleagues, make complex topics understandable and create a high-performing Estate Planning practice that contributes to sustainable growth and long-term, multi-generational client relationships.
Why join us?
Contribute directly to the growth ambitions of Deutsche Bank and client successDevelop your expertise in a premium pri