Wealth Management Advisor Stellenangebote

+ Suchfilter (0 aktiv)

88 Stellenangebote

Jobs aus Neuvoo.com

Stellenangebote Wealth Management Advisor Jobs bei Neuvoo.com

Stellenangebot Wealth Management Advisor Job bei Lombard Odier

Job gestern gefunden Lombard Odier

Client Portfolio Advisor (Nassau)

• Nassau

MEHR

A career at Lombard Odier means working for a renowned global wealth and asset manager, with a strong focus on sustainable investing. An innovative bank of choice for private and institutional clients, [...] in the world, managing close to CHF 300 billion and operating from over 25 offices across 4 continents. With a history spanning over 225 years, Lombard Odier is an investment house providing a comprehensive offering of discretionary and advisory portfolio management, wealth services and custody. We also offer asset management services and investment strategies through Lombard Odier Investment Managers and provide [...]

Stellenangebote Wealth Management Advisor Jobs bei Mindmatch.ai

Job vom 21.12.2024 Lombard Odier Client Portfolio Advisor (Nassau) • Nassau

MEHR

A career at Lombard Odier means working for a renowned global wealth and asset manager, with a strong focus on sustainable investing. An innovative bank of choice for private and institutional clients, [...] in the world, managing close to CHF 300 billion and operating from over 25 offices across 4 continents. With a history spanning over 225 years, Lombard Odier is an investment house providing a comprehensive offering of discretionary and advisory portfolio management, wealth services and custody. We also offer asset management services and investment strategies through Lombard Odier Investment Managers and provide [...]

Stellenangebote Wealth Management Advisor Jobs bei Jobleads

Job vor 9 Tagen gefunden

Central Outsourcing Officer, Managing Director

• München, Bayern Führungs-/ Leitungspositionen

MEHR

Who we are looking for The Central Outsourcing Officer is accountable for all aspects of the outsourcing and third party risk management framework for State Street Bank International (SSBI) in Germany and its eight European Branches. The Central Outsourcing Officer is responsible [...] processes through the identification of synergies Drive remediation and continuous improvement programs in collaboration with global and local stakeholders Serve as a primary contact with SSBIs regulators and relevant authorities in respect of outsourcing risks and issues Be a trusted advisor and technical expert to SSBIs senior management/ Executive Management Board on outsourcing risks and emerging issues, via the provision of [...] Our benefits packages are competitive and comprehensive. Details vary by location, but you may expect generous medical care, insurance and savings plans, among other perks. Youll have access to flexible Work Programs to help you match your needs. And our wealth of development programs and educational support will help you reach your full potential. Inclusion, Diversity and Social Responsibility. We truly [...]
Alle Managing Director Stellenangebote anzeigen

Job vor 12 Tagen gefunden MSEHSE Finance COO (Frankfurt) - (12 months fixed term contract) • Frankfurt, Hesse Führungs-/ Leitungspositionen

MEHR

[...] The Finance Department reports to the Chief Financial Officer and consists of some 3, 000 employees worldwide. Finance protects the Morgan Stanley franchise by serving as guardian of the Firms books and records and by contributing to Firm wide risk management and risk reduction. This division maintains relationships with Morgan Stanleys various industry and government regulators and also serves as the conduit of financial information to the outside investment community. Finance plays a critical role as advisor to Morgan Stanleys various businesses and its senior management team. About Morgan Stanley: Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, investment management and wealth management services. As a market leader, the talent and passion of our people is critical to our success. Together, we [...]

Job vom 25.02.2025

Chief Executive Officer Investment Family Office

Führungs-/ Leitungspositionen

MEHR

[...] well- established family office with significant assets. Lead investment strategies, asset diversification, and next- generation succession planning. Work closely with an engaged board to optimise performance and long- term sustainability. About the Company With deep roots in investment, property, and wealth management, this family office has evolved into a diversified, multi- entity enterprise. Grounded in a legacy of strategic decision- making, it [...] have the autonomy to refine and execute a vision that balances stability with strategic expansion. Your focus will be on maximising returns, diversifying assets, and strengthening governance while guiding the next generation of family leadership. You will be the trusted advisor to the board, translating insights into action, driving investment performance, and ensuring that governance and risk frameworks support long- term [...]

Job vom 27.01.2025 Investment Banker, DACH Coverage, Vice President • Frankfurt, Hesse Führungs-/ Leitungspositionen

MEHR

[...] Description: Company overview Nomura is a global financial services group with an integrated network spanning approximately 30 countries and regions. By connecting markets East West, Nomura services the needs of individuals, institutions, corporates and governments through its three business divisions: Wealth Management, Investment Management, and Wholesale (Global Markets and Investment Banking) . Founded in 1925, the firm is built on a tradition [...] investment needs of Nomuras clients globally. The team has a longstanding track- record of successfully executed M A transactions both private and public and the DACH region continues to be a key focus geography for the firm. Recent mandates include: Advisor to Unsere Grüne Glasfaser (UGG) , a 50/ 50 JV between Allianz Capital Partners and Telefnica, on its 100 acquisition [...]
Alle Vice President Stellenangebote anzeigen

Stellenangebote Wealth Management Advisor Jobs bei StepStone

Job vor 5 Tagen gefunden In Charge- Management GmbH

Family Office Senior Client Advisor/ Wealth Manager (m/w/d)

• Hamburg Abgeschlossenes Studium

MEHR

[...] verwalten Zur Erreichung der individuellen Ziele arbeitet ein sehr erfahrenes Team hierbei eng mit den vielfältigen Kunden zusammen, um für sie persönliche Strategien zu entwickeln und deren Umsetzung zu unterstützen I. R. einer Nachfolgeplanung suchen wir aktuell den Senior Client Advisor/ Wealth Manager (m/w/d) , der durch ständige Weiterbildung und Marktbeobachtung den Kunden stets die präzisesten und aktuellsten Ratschläge geben kann IHRE [...] und Profile von Kunden Enge Zusammenarbeit mit internen und externen Beratern für eine umfassende Lösungsfindung in Bereichen wie Nachlassplanung und Risikomanagement Neukundenakquise und Erhöhung des Share of Wallet bestehender Kunden für eine aktive Unterstützung bei der Erweiterung der Assets und Management (AUM) IHR PROFIL Langjährige Berufserfahrung in der Vermögensverwaltung, Kundenberatung oder im Wealth Management Grundlegende Kenntnisse der Finanzmärkte, sowie der Anlagenprodukte [...]
Alle Wealth Manager Stellenangebote anzeigen

Nichts verpassen: Jobs per eMail
Speichern Sie jetzt Ihre Jobsuche!

Stellenangebote Wealth Management Advisor Jobs bei JobMESH

Job vor 13 Tagen gefunden Lombard Odier Client Portfolio Advisor (Nassau) • Rhineland- Palatinate

MEHR

Jobs aus Neuvoo.com

Weitere Stellenangebote Wealth Management Advisor bei Neuvoo.com

Job vor 13 Tagen gefunden Jobleads

Investment Banker, DACH Coverage, Vice President

• Frankfurt Führungs-/ Leitungspositionen

MEHR

Weitere Stellenangebote Wealth Management Advisor bei Jobleads

Job vor 11 Tagen gefunden Graduate Program 2025, Wealth Management- Eastern Europe Team • Zürich Beratungs-/ Consultingtätigkeiten

MEHR

[...] regulations, such as those regarding entering into business relations with clients, contacts/ relations with clients (existing or prospective) , anti- money- laundering, cross- border business, investment policies, investor protection, business travel Attend the Banks compulsory training sessions IIII. CWMA (Certified Wealth Management Advisor) / CFA (Chartered Financial Analyst) You will have the possibility to start the CWMA certificate or the CFA certificate during [...]
Alle Graduate Program Stellenangebote anzeigen

Neu Job vor 8 Std. gefunden

Leiter der Finanzen (m/w/d)

• Pfäffikon ZH, Zürich Führungs-/ Leitungspositionen

MEHR

[...] Am Schanzengraben, where you will drive the expansion of our professional investor network in the heart of the citys vibrant financial ecosystem. Your Mission : Build and nurture relationships with professional investors in the Swiss- German region (family offices, independent wealth managers, private banks, HNWIs) . Act as a trusted advisor, offering tailored investment solutions to your clients. Boost Foxstones visibility and strengthen brand recognition in Zurich. Lead sales initiatives to [...] experience. What You Bring to the Table : This role is perfect for someone who thrives in a results- driven, entrepreneurial environment and is eager to make an impact. Proven experience : A strong track record in sales and relationship management with professional investors (e. g. , family offices, wealth managers, private banks) . Network builder : Experience in growing a [...]
Alle Leiter/in Stellenangebote anzeigen

Neu Job vor 8 Std. gefunden Leiter/in Kommunikation • Zürich

MEHR

Job vor 2 Tagen gefunden

Investor Relations- Private Equity

• Stäfa, Zürich

MEHR

Job vor 2 Tagen gefunden Asset Management, Institutional Client Advisor, Executive Director- Frankfurt (all genders) • Frankfurt, Hesse Führungs-/ Leitungspositionen Beratungs-/ Consultingtätigkeiten

MEHR

JOB DESCRIPTION J. P. Morgan Asset Management (JPMAM) is a leading asset manager for private clients, financial advisers and institutions, with USD 3 trillion under management. Our [...] And, through our ESG- integrated investment platform, investment stewardship and ESG- focused strategies, we help our clients to invest for sustainable return in a sustainable world. For our Institutional Sales Team in Frankfurt, we are looking for an experienced Client Advisor (m/f/d) Executive Director. Role Description and Functions This position represents the opportunity to build and sustain client relationships within the [...] pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants and employees religious practices and beliefs, as well as mental health or physical disability needs. ABOUT THE TEAM J. P. Morgan Asset Wealth Management delivers industry- leading investment management and private banking solutions. Asset Management provides individuals, advisors and institutions with strategies and [...]
Alle Asset Management Stellenangebote anzeigen

Job vor 2 Tagen gefunden

Institutional Sales Director, DACH (m/w/d)

• München, Bayern Führungs-/ Leitungspositionen

MEHR

[...] the candidate to acquire a deep understanding of Dimensionals business processes, investment philosophy, and approach, and effectively articulate this to clients. The candidate will work directly with the global distribution business along with other internal departments such as marketing, portfolio management, and analytics to ensure clients receive exceptional service and be accountable for the team delivering it. Responsibilities: Develop, coordinate, and implement sales, client service, and marketing regimes for institutional clients and prospects in the DACH region and continental Europe. Work with wealth- focused sales channels team members to fully develop all opportunities in the region. Build and maintain deep relationships with staff [...] levels of a clients business. Provide constructive feedback on strategies and trends to the executive, sales, and investment management teams. Lead complex technical investment discussions, including review meetings, with a sophisticated audience. Act as an intellectual contributor and a trusted advisor to our prospects and clients. Experience required: Significant investment sales experience required, ideally gained from working at an institutional asset [...]
Alle Dach Stellenangebote anzeigen

Job vor 2 Tagen gefunden Junior Wealth Advisor • Stuttgart, Baden- Württemberg Beratungs-/ Consultingtätigkeiten Absolventen, Einsteiger, Trainees

MEHR

Are you a passionate sales professional looking to make an impact in the financial sector? We are seeking a motivated Junior Wealth Advisor- Sales Focus who excels at building strong client relationships, delivering tailored solutions, and driving new business. Join us in helping [...] flexible hours to suit your lifestyle. Resources: A strong back- office team to support your client interactions and administrative needs. Your Responsibilities: Client Acquisition Consultation: Identify potential clients and present customized financial and investment solutions to meet their needs. Relationship Management: Build long- term, trust- based relationships with clients and strengthen existing connections. Needs Analysis: Conduct in- depth assessments to understand [...]

Job vor 3 Tagen gefunden

Managing Director, CXO Advisory, Frankfurt

• Frankfurt, Hesse Führungs-/ Leitungspositionen

MEHR

[...] and programs. At times, to ensure the success of customer projects, it will be necessary to dive into code to help provide technical direction. Superb communication skills, including presentation skills, are a paramount prerequisite. Past experience in software development and management of software is also required. You will work closely with a broad variety of functions inside the company, including sales, professional services, product, and marketing. You will play a key role in winning deals and driving the business forward as a trusted advisor to a wide range of clients. This role can be based remotely in Europe where MongoDB has an established entity. As an ideal candidate, you will have: 20+ years in a particular vertical (e. g. , Financial Services, Telecommunications) in multiple areas (e. g. , Application Development, Risk Treasury, Retail, Wealth management, commercial banking, Credit card operations, etc. ) 15+ years of software development and architecture experience 10+ years of IT [...]
Alle Frankfurt Stellenangebote anzeigen

Job vor 3 Tagen gefunden Senior Solutions Engineer (EMEA) , Homeoffice möglich

MEHR

[...] German language. About the Role: You will drive the technical evaluation stage of the overall sales process, you are a critical driver of customer success as containers revolutionize the modern enterprise. In this role, you will be the key technical advisor to the sales team, work very closely with the product management and engineering teams, and serve as a vital product advocate in front of prospects, customers, and the wider Docker and [...] one of us wins, we all win. By openly exchanging ideas, strategies, and insights, we ensure that our collective wisdom grows, allowing us to offer unmatched solutions to our clients. Never Stop Learning: While each of us comes with a wealth of knowledge, we recognize the infinite value in learning from one another. Every interaction is an opportunity to grow, and [...]

Job vor 3 Tagen gefunden

Sales Development Manager South Europe (m/f/d)

• Neuried, Bayern

MEHR

[...] revenue growth in Southern Europe. Identify and pursue new business opportunities, partnerships, and key accounts. Conduct market analysis to assess trends, competitor activity, and customer needs. Develop and maintain strong relationships with existing and potential customers. Act as a trusted advisor, providing tailored solutions and technical expertise to meet customer needs. Collaborate with internal teams (R D, Marketing, Product Development) to deliver value- driven solutions. Manage the sales pipeline, track key performance metrics, and achieve or exceed sales targets. Lead negotiations, pricing strategies, and contract discussions. Provide regular sales forecasts and market insights to senior management. Represent the company at industry events, trade shows, and conferences to enhance brand visibility. Work closely with cross- functional teams [...] approach and have a pragmatic working style. Are willing to learn something new every day. What you can expect from us: At AM Silk, we believe in providing a well- rounded benefits package that takes care of our employees health, wealth, and work/ life balance. We subsidize public transportation, childcare, and lunch, and offer a company health program to help our [...]

» 36 weitere Wealth Management Advisor Jobs zeigen

1 von 2Weiter » Weitere Suchergebnisse laden »

Weitere Job-Ideen!

Estate Consultant 140 Jobs Wealth Consultant 31 Jobs Planning Expert 30 Jobs Portfoliomanagement Consultant 15 Jobs

Berufsfelder

Finanzwesen Vermögensberatung & -verwaltung

Dauer: 0,4479 s., Vers. V.2025-a-2005-Ind