4 Jobs für Inheritance Planning Expert
Stellenangebote Inheritance Planning Expert Jobs
Job am 17.02.2026 bei Mindmatch.ai gefunden
E Fundresearch
• AT- 9 Wien
Jobticket
[. .. ] Place to Work. In the Medium category (100-249 employees) , we improved to 4th place and even achieved 1st place among financial institutions. 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 long-term strategic wealth [. .. ] client meetings with the Relationship Managers Proactive and efficient support in the acquisition and expansion of long-term client relationships in the upscale private banking segment Interface function to internal expert teams Involvement and cooperation in various strategic banking projects 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 10 Tagen bei Jobleads gefunden
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 [...]
MEHR INFOS ZUM STELLENANGEBOT
[...] 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 profile Experience You have more than 5 years of professional experience in [. .. ] 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. You have 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-functional 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 17.02.2026 bei Jobleads gefunden
Wealth Planner (m f x)
• Wien
Beratungs-/ Consultingtätigkeiten
Jobticket
[. .. ] Place to Work. In the Medium category (100-249 employees) , we improved to 4th place and even achieved 1st place among financial institutions. 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 long-term strategic wealth [. .. ] client meetings with the Relationship Managers Proactive and efficient support in the acquisition and expansion of long-term client relationships in the upscale private banking segment Interface function to internal expert teams Involvement and cooperation in various strategic banking projects 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 am 09.10.2025 bei Jobleads gefunden
(Senior) Technical Platform Consultant (f/m/d)
• 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 [...]
MEHR INFOS ZUM STELLENANGEBOT
[...] 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 profile Experience You have more than 5 years of professional experience in [. .. ] 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. You have 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-functional 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 [. .. ]
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 4 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 Baden-Württemberg (1 Jobs), Berlin (0 Jobs) und Bremen (0 Jobs) angeboten.
Zu welchem Berufsfeld gehören Inheritance Planning Expert Jobs?
Inheritance Planning Expert Jobs gehören zum Berufsfeld Vermögensberatung & -verwaltung.
