5 Jobs für Inheritance Planning Expert
Stellenangebote Inheritance Planning Expert Jobs
Job vor 8 Tagen bei Mindmatch.ai gefunden
LGT Private Banking
• AT- 9 Wien
Sabbaticals Jobticket
[. .. ] Work. In the Medium category (100-249 employees) , we improved to 4th place and even achieved 1st place among financial institutions. Your challenge Collaboration on legal issues [...]
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[...] within Wealth Planning Austria (succession planning, asset structuring, etc. ) Assuming responsibility for organizational and administrative tasks to relieve the team (research, presentations, correspondence, publications) Development of wealth strategies and examination of possible structures for the realization of individual goals of our clients Providing information to our clients regarding longterm strategic wealth planning [. .. ] of client meetings with the Relationship Managers Proactive and efficient support in the acquisition and expansion of longterm client relationships in the upscale private banking segment Interface function to internal expert teams Involvement and cooperation in various strategic banking projects Your profile Higher education in law, financial administration, banking or business administration; preferably a degree in law studies Experience in the areas of inheritance law, foundations (holistic 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 [. .. ]
Job vor 7 Tagen bei Jobleads gefunden
• Berlin
Senior Risk Officer ICT Risk Internal Control Specialist Permanent contract (CDI) This opportunity could change your life One Life is a Luxembourg life insurance company specialised in cross-border financial
planning [...]
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[...] solutions for wealthy clients across Europe and beyond. To support our growth, we are looking for the right candidate to join our passionate Risk Management Department. The open position, Senior Risk Officer (ICT Risk Internal Control Specialist) , contributes to a broad range of activities under the responsibility of the [. .. ] to IT projects, infrastructure changes, and critical applications; coordinate mitigation plans with IT, IT Security, and other operational teams. Monitor the effectiveness of firstlevel controls (ICT and non ICT) , provide expert guidance on risk mitigation and control improvements. Perform secondlevel controls as defined in the Control Plan, including on non ICT areas, and support the enhancement of first level controls across all departments. Contribute to the management of ICT incidents by supporting root cause analysis, lessonslearned reviews, and followup on corrective and [. .. ] specialist in this area with close to 35 years experience, we develop crossborder financial planning solutions for wealthy clients across Europe and beyond. Whether its a question of longterm savings, inheritance planning or simply understanding how to better manage your wealth, we are dedicated to providing sophisticated, compliant and innovative solutions that are crafted to suit each individual and their evolving needs. Together with a solid network of select partners including private banks, family offices and independent financial advisers our dynamic [. .. ]
Job vor 12 Tagen bei Jobleads gefunden
Senior Risk Officer
• Ralingen, Rheinland- Pfalz
[. .. ] Risk Officer ICT Risk Internal Control Specialist Permanent contract (CDI) This opportunity could change your life The Mission One Life is a Luxembourg life insurance company specialised [...]
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[...] in crossborder financial planning solutions for wealthy clients across Europe and beyond. To support our growth, we are looking for the right candidate to join our passionate Risk Management Department. Main objectives of the role Maintain and continuously improve the ICT Risk Management Framework, ensuring alignment with regulatory requirements and industry best practices. Act [. .. ] to IT projects, infrastructure changes, and critical applications; coordinate mitigation plans with IT, IT Security, and other operational teams. Monitor the effectiveness of firstlevel controls (ICT and non ICT) , provide expert guidance on risk mitigation and control improvements. Perform secondlevel controls as defined in the Control Plan, including on non ICT areas, and support the enhancement of first level controls across all departments. Contribute to the management of ICT incidents by supporting root cause analysis, lessonslearned reviews, and followup on corrective and [. .. ] specialist in this area with close to 35 years experience, we develop crossborder financial planning solutions for wealthy clients across Europe and beyond. Whether its a question of longterm savings, inheritance planning or simply understanding how to better manage your wealth, we are dedicated to providing sophisticated, compliant and innovative solutions that are crafted to suit each individual and their evolving needs. Together with a solid network of select partners including private banks, family offices and independent financial advisers our dynamic [. .. ]
Job am 09.10.2025 bei Jobleads gefunden
• Stuttgart, Baden- Württemberg
Beratungs-/ Consultingtätigkeiten Homeoffice möglich
[. .. ] creating migration strategies, technical procedures, or product features. You will guide the customer, build trust, and ensure a professional service/ good customer experience. You will act as [...]
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[...] an advocate and expert for the capabilities and tools of the Build. One platform. As an expert in our product and customer requirements, you will share your customer knowledge and ideas with our product management, software development, sales, and partner teams. Your Responsibilities And Tasks As a Technical Platform Consultant, you enable our customers [. .. ] gained experience working in professional services or IT consulting. You have a computer science related university degree or a comparable technical education with profound know-how. Terms like object orientation, inheritance, function calls, and SQL statements are not new to you. Experience with B2B customers in the enterprise segment and from the Saa S/ Cloud ecosystem is advantageous. Communication You are an excellent communicator listener: you can explain complex information to customers clearly and concisely. You can work cross-functionally with multiple Build. One teams to manage escalations, remove blockers, and ensure customers can adopt and maximize utilization of our platform. You can set-up projects, develop a milestone planning align with different stakeholders. You speak and write German fluently and have excellent written and spoken English skills. A strong customer service orientation characterizes your working style. Tech skills You have good knowledge of web technologies (HTML, XML, JSON, REST APIs) You have experience in software development with a modern [. .. ]
Job am 15.08.2025 bei Jobleads gefunden
Wealth Planner (m/f/d)
• Wien
Beratungs-/ Consultingtätigkeiten
[. .. ] Work. In the Medium category (100-249 employees) , we improved to 4th place and even achieved 1st place among financial institutions. Your challenge Collaboration on legal issues [...]
MEHR INFOS ZUM STELLENANGEBOT
[...] within Wealth Planning Austria (succession planning, asset structuring, etc. ) Assuming responsibility for organizational and administrative tasks to relieve the team (research, presentations, correspondence, publications) Development of wealth strategies and examination of possible structures for the realization of individual goals of our clients Providing information to our clients regarding longterm strategic wealth planning [. .. ] of client meetings with the Relationship Managers Proactive and efficient support in the acquisition and expansion of longterm client relationships in the upscale private banking segment Interface function to internal expert teams Involvement and cooperation in various strategic banking projects Your profile Higher education in law, financial administration, banking or business administration; preferably a degree in law studies Experience in the areas of inheritance law, foundations (holistic 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 [. .. ]
Häufig gestellte Fragen
Wieviel verdient man als Inheritance Planning Expert pro Jahr?
Als Inheritance Planning Expert verdient man zwischen EUR 70.000,- bis EUR 120.000,- im Jahr.
Wieviele offene Stellenangebote gibt es für Inheritance Planning Expert Jobs bei unserer Jobsuche?
Aktuell gibt es auf JobRobot 5 offene Stellenanzeigen für Inheritance Planning Expert Jobs.
In welchen Bundesländern werden die meisten Inheritance Planning Expert Jobs angeboten?
Die meisten Stellenanzeigen für Inheritance Planning Expert Jobs werden derzeit in Berlin (1 Jobs), Baden-Württemberg (1 Jobs) und Rheinland-Pfalz (1 Jobs) angeboten.
Zu welchem Berufsfeld gehören Inheritance Planning Expert Jobs?
Inheritance Planning Expert Jobs gehören zum Berufsfeld Vermögensberatung & -verwaltung.
