2 Jobs für Foundation Estate Planner
Stellenangebote Foundation Estate Planner Jobs
Job am 17.02.2026 bei Mindmatch.ai gefunden
E Fundresearch
• AT- 9 Wien
Jobticket
[. .. ] 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 [...]
MEHR INFOS ZUM STELLENANGEBOT
[...] 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. [. .. ] 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 [. .. ] 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 [. .. ]
Job am 17.02.2026 bei Jobleads gefunden
Wealth Planner (m f x)
• Wien
Beratungs-/ Consultingtätigkeiten
Jobticket
[. .. ] 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 [...]
MEHR INFOS ZUM STELLENANGEBOT
[...] 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. [. .. ] 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 [. .. ] 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 [. .. ]
Häufig gestellte Fragen
Wieviel verdient man als Foundation Estate Planner pro Jahr?
Als Foundation Estate Planner verdient man zwischen EUR 50.000,- bis EUR 80.000,- im Jahr.
Wieviele offene Stellenangebote gibt es für Foundation Estate Planner Jobs bei unserer Jobsuche?
Aktuell gibt es auf JobRobot 2 offene Stellenanzeigen für Foundation Estate Planner Jobs.
In welchen Bundesländern werden die meisten Foundation Estate Planner Jobs angeboten?
Die meisten Stellenanzeigen für Foundation Estate Planner Jobs werden derzeit in Berlin (0 Jobs), Bremen (0 Jobs) und Hessen (0 Jobs) angeboten.
Zu welchem Berufsfeld gehören Foundation Estate Planner Jobs?
Foundation Estate Planner Jobs gehören zum Berufsfeld Immobilien.
