Head of Estate Planning (f/m/x) at Deutsche Bank Private Bank
Deutsche Bank is hiring a Head of Estate Planning (f/m/x) at Deutsche Bank Private Bank. Level rates it ; you can apply on Deutsche Bank.
Level's read on this job
- On Level's scale, this role is Little AI ●○○○: aI is not part of the work.
- Level classes it as an executive role.
- Deutsche Bank has 1,100+ other open roles on Level.
- Posted in the last few days.
AI in this role
Job Description:
For over 150 years, our dedication to being the Global Hausbank 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.
- Contribute directly to the growth ambitions of Deutsche Bank and client success
- Develop your expertise in a premium private banking environment
- Be part of a high-performing, collaborative team
- Benefit from a culture that values professionalism, trust, and excellence
Well-being & benefits
- Emotionally and mentally balanced: We support you in dealing with life crises, maintaining stability through illness, and maintaining good mental health. Our corporate culture promotes dialogue and encourages sharing opinions and feedback (speak-up culture).
- Physically thriving: We support you in managing your physical health by taking appropriate preventive measures and providing a workplace that helps you thrive. As an example, you can benefit from health care options and bike lease available through Flex Benefit Plan, standing desks, medical check-ups, training and keynotes on well-being, etc.
- Socially connected: We strongly believe in collaboration, inclusion and feeling connected to open up new perspectives and strengthen our self-confidence and well-being. We offer a flat organizational structure with close collaboration and open communication between teams; a dynamic, innovative work environment in which our employees and customers are central.
- Financially secure: We support you in meeting personal financial goals during your active career and for the future. We offer you an attractive remuneration package (meal vouchers, hospitalization insurance, group insurance, flexible reward plan, ...), tailored to your experience, as well as the opportunity to develop yourself at every stage of your career. We also propose corporate benefits via our partner network (promotions on travel, interior, utilities, etc.).
Deutsche Bank was certified as a Top Employer 2026 in Belgium for the sixth year in a row.
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.
How we rate this
Head of Estate Planning (f/m/x) at Deutsche Bank Private Bank at Deutsche Bank rates 38 out of 100 for how much of the daily work is AI. That makes it Little AI (AI Level 1 of 4). The level is about AI in the job, not seniority.
Little AI. AI is not part of the work.
- ●●●● Builds AI80 to 100
- ●●●○ Works on AI60 to 79
- ●●○○ Uses AI40 to 59
- ●○○○ Little AI0 to 39
Levels come from how often the tools, models and workflows of the role are named in the posting itself. Read the description and count the AI tools, models and workflows it names.
Get new AI jobs by email
One email a week, each job rated for how much AI is in the work. No recruiter spam, unsubscribe in one click.
Free.
Similar roles
Other roles that involve little AI, at other companies.
What kind of AI work fits you?
Answer 12 practical questions in about three minutes. Get a simple profile, the work it points to, and live roles to explore next.
Find my next step