117 Jobs für Wealth Management Analyst
Stellenangebote Wealth Management Analyst Jobs
Neu Job vor 3 Std. bei Mindmatch.ai gefunden
Black Pen Recruitment
• berlin
[. .. ] digital world by implementing Microsofts Enterprise Resource Planning (ERP) and Customer Engagement (CE) software from the Microsoft Dynamics 365 (D365) software line. Role Overview The Dynamics 365 [...]
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[...] Customer Engagement (D365CE) Analyst Programmer is a member of our clients Microsoft Business Solutions customer delivery team of D365CE centred solutions. The developer will assist in delivering the technical implementation and design of D365CE solutions. They will be working with both onshore and offshore development teams. The developer will also be involved in the [. .. ] systems for their clients. The developer will have extensive experience with. Net, Java Script development for D365CE. They should be aware of best practices across the development lifecycle including code management, test methodologies and build processes. Job Location: Silema, Malta Work Type: Hybrid Job Type: Full-time, Permanent Working Hours: GMT +1 Salary: Base + Benefits (Paid in Euros ) Relocation: VISA Relocation Package Included Requirements A University graduate with relevant degree within a computing or business discipline A Microsoft Dynamics [. .. ] aim is to give you experiences that will stay with you for a lifetime. Whether its great training and development, mobility opportunities or corporate responsibility volunteering activities youll gain a wealth of experiences on which to build a rewarding career. Our client is a firm that encourages you to be yourself, values your contribution, and inspires you to act as a role model, always focused on doing the right thing for each other, our clients, and our communities. This sets out [. .. ]
Neu Job vor 3 Std. bei Mindmatch.ai gefunden
Stableton Financial AG
Fund Operations Analyst
• berlin
About Stableton Stableton is a globally leading, tech-and data-driven institutional investor in private blue-chip tech companies. We empower institutional investors, private banks, and
wealth managers to benefit from the value [...]
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[...] creation of the worlds most valuable technology companies through our unique index-like portfolio and institutional thematic investment program. With our disruptive mindset, fast-paced culture, and track record of innovation, we are reshaping private market investing. After seven years of 100+ annual growth, we are now scaling globally and were just getting started. Role Description As Fund Operations Analyst, you will play an active role in the operations of innovative investment products as well as in shaping the state-of-the-art alternative investment platforms and bespoke client offerings. Being guided by our broader growth strategy, you will assist to develop, support, and control the financial processes within the [. .. ] team player to support our team. You will help to make our company resilient. To succeed in that role, you should have a structured and independent working approach, strong project management skills, a solution-oriented approach, and an eye for detail. Responsibilities Life-cycle management of structured products, special purpose vehicles and investment funds across various jurisdictions (incl. NAV calculations) Liasing with international service providers Payment management Support in execution of private equity investments Support on regulatory filings and audits in [. .. ]
Neu Job vor 3 Std. bei Mindmatch.ai gefunden
Black Pen Recruitment
• berlin
[. .. ] of experience in Dynamics 365 Finance and Operations development and support. Strong knowledge of X++ programming language and experience with extensions and customizations. Proficiency in Microsoft SQL [...]
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[...] Server and data management practices. Experience with integration tools and techniques, including Data Entities and Power Platform. Excellent analytical and problem-solving skills with a keen attention to detail. Strong communication and interpersonal skills, with the ability to work collaboratively in a team environment. Relevant certifications in Microsoft Dynamics 365 Finance and Operations are [. .. ] aim is to give you experiences that will stay with you for a lifetime. Whether its great training and development, mobility opportunities or corporate responsibility volunteering activities youll gain a wealth of experiences on which to build a rewarding career. Our client is a firm that encourages you to be yourself, values your contribution, and inspires you to act as a role model, always focused on doing the right thing for each other, their clients, and their communities. This sets out [. .. ]
Job gestern bei Neuvoo.com gefunden
Hays Luxembourg
Senior functional analyst m/W
• Rhineland- Palatinate Körperich
Angebote von Zeitarbeitsunternehmen
Be part of a long term project We are looking for a functional
analyst for one of our client based in Luxembourg Freelance contract or permanent contract via a payrolling [...]
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[...] company Job based in Kirchberg English fluent is mandatory Starting date : January/ February 2026 A banking experience is mandatory Responsibilities: Youll become the go-to expert for data insights. By understanding both content [. .. ] the root cause, turning challenges into opportunities to improve processes. Skills: Experience in IT data analysis, data warehouse principles, SQL as well as understanding of PL/ SQL. Good knowledge of Wealth Management products, services and processes. Solid and proven expertise in banking platforms such as Avaloq from a functional and technical perspective. Ability to use data mapping, data dictionary and data transformation documents. Excellent English, written and spoken. 72782286 [. .. ]
Job gestern bei Neuvoo.com gefunden
Banque Internationale Luxembourg (BIL)
• Berlin
[. .. ] and as a signatory of the UN Principles of Responsible Banking, BIL is committed to handing over a responsible and sustainable bank to future generations. Your next [...]
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[...] challenge: Senior Financial Analyst in charge of the Wealth Management activities based in Luxembourg. Production Coordinate the preparation, analytical review and sign-off of financial and management reports. Establish, monitor and reinforce internal controls over financial reporting and formulate financial recommendations. Ensure the production, the monitoring and the preparation of monthly report, annual budget, and forecast every quarter. Performance review [. .. ]
Job gestern bei Neuvoo.com gefunden
Hays Luxembourg
Senior functional analyst m/W
• Saarland
Angebote von Zeitarbeitsunternehmen
Be part of a long term project We are looking for a functional
analyst for one of our client based in Luxembourg Freelance contract or permanent contract via a payrolling [...]
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[...] company Job based in Kirchberg English fluent is mandatory Starting date : January/ February 2026 A banking experience is mandatory Responsibilities: Youll become the go-to expert for data insights. By understanding both content [. .. ] the root cause, turning challenges into opportunities to improve processes. Skills: Experience in IT data analysis, data warehouse principles, SQL as well as understanding of PL/ SQL. Good knowledge of Wealth Management products, services and processes. Solid and proven expertise in banking platforms such as Avaloq from a functional and technical perspective. Ability to use data mapping, data dictionary and data transformation documents. Excellent English, written and spoken. 72782387 [. .. ]
Job gestern bei Neuvoo.com gefunden
Banque Internationale Luxembourg (BIL)
Senior Financial Analyst (m/F)
• Rheinland- Pfalz Körperich
[. .. ] and as a signatory of the UN Principles of Responsible Banking, BIL is committed to handing over a responsible and sustainable bank to future generations. Your next [...]
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[...] challenge: Senior Financial Analyst in charge of the Wealth Management activities based in Luxembourg. Production Coordinate the preparation, analytical review and sign-off of financial and management reports. Establish, monitor and reinforce internal controls over financial reporting and formulate financial recommendations. Ensure the production, the monitoring and the preparation of monthly report, annual budget, and forecast every quarter. Performance review [. .. ]
Job gestern bei Neuvoo.com gefunden
Banque Internationale Luxembourg (BIL)
Senior Financial Analyst (m/F)
• Saarland
[. .. ] and as a signatory of the UN Principles of Responsible Banking, BIL is committed to handing over a responsible and sustainable bank to future generations. Your next [...]
MEHR INFOS ZUM STELLENANGEBOT
[...] challenge: Senior Financial Analyst in charge of the Wealth Management activities based in Luxembourg. Production Coordinate the preparation, analytical review and sign-off of financial and management reports. Establish, monitor and reinforce internal controls over financial reporting and formulate financial recommendations. Ensure the production, the monitoring and the preparation of monthly report, annual budget, and forecast every quarter. Performance review [. .. ]
Job gestern bei Neuvoo.com gefunden
Banque Internationale Luxembourg (BIL)
Senior Financial Analyst (m/F)
• Rhineland- Palatinate Konz
[. .. ] and as a signatory of the UN Principles of Responsible Banking, BIL is committed to handing over a responsible and sustainable bank to future generations. Your next [...]
MEHR INFOS ZUM STELLENANGEBOT
[...] challenge: Senior Financial Analyst in charge of the Wealth Management activities based in Luxembourg. Production Coordinate the preparation, analytical review and sign-off of financial and management reports. Establish, monitor and reinforce internal controls over financial reporting and formulate financial recommendations. Ensure the production, the monitoring and the preparation of monthly report, annual budget, and forecast every quarter. Performance review [. .. ]
Job gestern bei Neuvoo.com gefunden
Hays Luxembourg
Senior functional analyst m/W
• Berlin
Angebote von Zeitarbeitsunternehmen
Be part of a long term project We are looking for a functional
analyst for one of our client based in Luxembourg Freelance contract or permanent contract via a [...]
MEHR INFOS ZUM STELLENANGEBOT
[...] payrolling company Job based in Kirchberg English fluent is mandatory Starting date : January/ February 2026 A banking experience is mandatory Responsibilities: Youll become the go-to expert for data insights. By understanding both content [. .. ] the root cause, turning challenges into opportunities to improve processes. Skills: Experience in IT data analysis, data warehouse principles, SQL as well as understanding of PL/ SQL. Good knowledge of Wealth Management products, services and processes. Solid and proven expertise in banking platforms such as Avaloq from a functional and technical perspective. Ability to use data mapping, data dictionary and data transformation documents. Excellent English, written and spoken. 72788738 [. .. ]
Job am 23.11.2025 bei Jobleads gefunden
• München, Bayern
[. .. ] to set job alerts for Venture Partner roles. Associate/ Consultant (m/w/d) - Principal Investors and Private Equity Startup Founder Software/ Full-stack Engineer Startup Founder Sales Commercial Leader [...]
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[...] Analyst-BCG Vantage, Principal Investors and Private Equity Private Equity-Head of Private Wealth AND Institutional Relations-German Market Associate Consultant-Financial Services (f/m/d) Senior Consultant-Financial Services (f/m/d) Venture Development Representative (m/f/x) Working Student Principal Investors Private Equity, BCG Vantage Global Strategic Partnerships Manager Travel Associate Consultant-Financial Services Intern Private Investor and Internal Network Sales (m/f/d) Consulting Manager Cybersecurity (f/m/d) Finance and HR Operations Specialist (f/m/d) Senior Consultant Cybersecurity (f/m/d) Working Student-Workspace Management Executive Support (f/m/d) Were unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI. #J-18808-Ljbffr 70319716 [. .. ]
Job am 15.11.2025 bei Jobleads gefunden
Investment Banking Associate-Services Industrials
• Frankfurt, Hesse
[. .. ] strategies, and solutions to meet clients evolving needs amid dynamic market conditions and varying industries. We strive to attract the most qualified, passionate candidates who specialize in [...]
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[...] investment banking, investment management, private wealth management, and a variety of other business functions. We work tirelessly to create an inclusive culture and take pride in fostering employees professional and personal growth. We empower our people to bring their best thinking each day so we can deliver the tailored, thoughtful work and problemsolving abilities that our [. .. ] understanding of macro factors related to client industry, investment banking products and potential implications. Act as a onthejob trainer for analysts, providing constructive feedback. Focus on improving the quality of analyst and summer intern work product. Ensure senior team knows the valuable contributions of all team members. Ensure all activities are in compliance with applicable rules, regulations, policies and procedures. Additional responsibilities as requested. Qualifications Bachelors Degree required Fluent in German and English language is essential (Spoken and written) Prior investment [. .. ]
Job am 25.10.2025 bei Jobleads gefunden
• München, Bayern
Führungs-/ Leitungspositionen
[. .. ] to EBA Outsourcing Guidelines for SSBI IT contracts, which require oversight in adherence to EBA outsourcing guidelines (Service Review, KRI Monitoring, etc. ) . Job Description The [...]
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[...] IT Outsourcing Business Analyst will support the IT Outsourcing Controlling Oversight function, ensuring that outsourced IT services provided to the bank by both group-internal and external vendors are appropriately overseen. The scope includes all IT outsourcing activities across all branches in Europe. Key Responsibilities Ensure compliance with EBA Outsourcing Guidelines for SSBI IT [. .. ] execution at all levels within the organization in a regionally diverse environment. Good networking abilities locally, across other European legal entities, and at the group level. Ability to influence senior management through both personal interactions and the creation and delivery of presentations. Ability to solve problems, develop alternative approaches to problems, and resolve conflicts. Required Teamwork and collaboration-oriented with very good interpersonal and organizational skills. Ability to exercise sound judgment as well as to ensure accuracy and quality. Tenacious self-[. .. ] but you may expect generous medical care, insurance, and savings plans among other perks. Youll have access to a flexible Work Program 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 believe our employees diverse backgrounds, experiences, and perspectives are a powerful contributor to creating an inclusive environment where everyone can thrive and reach their maximum potential while adding value to [. .. ]
Job vor 3 Tagen bei Jobleads gefunden
Portfolio Analyst Manager
Homeoffice möglich
About
Wealth Enhancement Wealth Enhancement is an independent wealth
management firm with an endless passion for enriching the lives of our clients. We continually seek to perfect our [...]
MEHR INFOS ZUM STELLENANGEBOT
[...] craft of personalized financial planning with our team-based Roundtable and Uni Fi processes that go far beyond the standard approach. We proudly provide unique financial plans and investment management services to [. .. ] raised the standard of wealth management with specialized knowledge and more attentive service that helps every client craft their future. For more information, please visit We are seeking a Portfolio Analyst Manager to join our team. The Portfolio Analyst Manager plays a key role in advancing Wealth Enhancements investment platform by leading the Portfolio Consulting Analyst team. This team partners with advisors to deliver exceptional client outcomes through investment guidance, education on centrally managed products, timely market insights, and support for [. .. ]
Job vor 3 Tagen bei Jobleads gefunden
• Ralingen, Rheinland- Pfalz
Devenez
Wealth Product Owner Mtiers chez AXA Wealth Europe Pour un contrat dure indtermine Notre environnement de travail Fire dappartenir au Groupe AXA, premire marque dassurance mondiale et un [...]
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[...] leader mondial des services financiers, la socit AXA Wealth Europe est une compagnie dassurancevie spcialise dans la distribution de contrats dassurancevie haut de [. .. ] et participer aux runions de revue de sprint tout en identifiant les axes damlioration. Votre profil Minimum de 5 7 ans dexprience en gestion de projet : Product Owner/ Business Analyst. Exprience dans le secteur de lassurancevie, notamment au sein dun environnement Wealth. Bonne connaissance de la gestion des processus et de la ringnierie des processus (optimisation des processus) ; Connaissance des solutions informatiques utilises dans le secteur de lassurance (Salesforce (CRM) , Workflow, Data Warehouse, Power BI) ainsi que des [. .. ]
Job vor 3 Tagen bei Jobleads gefunden
Senior Product Services Hedge Funds Analyst
• Krakow am See, Mecklenburg- Vorpommern
[. .. ] quality assurance: monitoring and processing of transaction entries, client flows, NAV reconciliation, valuation updates as well as cash and non-cash postings Preparation and verification of client and [...]
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[...] regulatory reports Management of operational product lifecycles Your Career Comeback We are open to applications from career returners. Find out more about our program on ubs. com/careercomeback. Your team Youll be working in the Product Services team in Poland within the Unified Global Alternatives business unit. Globally this team is responsible for [. .. ] accounting preferred Financial background and experience with fund of funds structures good english communication skills, verbally and written About us UBS is the worlds largest and the only truly global wealth manager. We operate through four business divisions: Global Wealth Management, Personal Corporate Banking, Asset Management and the Investment Bank. Our global reach and the breadth of our expertise set us apart from our competitors. We have a presence in all major financial centers in more than 50 countries. Join us [. .. ]
Job vor 5 Tagen bei Jobleads gefunden
• Zürich Zuerich
Führungs-/ Leitungspositionen
[. .. ] Our 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 [...]
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[...] or our Asset Management division. Together we can make a great impact for our clients home and abroad, securing their lasting success and financial security. Deutsche Banks Wealth Management business is one of the largest wealth managers worldwide. We offer our clients a broad range of traditional and alternative investment solutions, as well as comprehensive advice on all aspects of Wealth Management. As a trusted partner of wealthy individuals and entrepreneurs, family offices and foundations, we create lasting [. .. ] required, including followup calls Build and maintain existing client relationships. Ownership of relationship process (from initiation to closure) Skills Masters degree with a background in Finance preferable Certified Chartered Financial Analyst (CFA) or Master of Business Administration (MBA) is desirable Fluency in German and Fluency in German and English is a prerequisite At least 1012 years of financial services experience as a Client Relationship Manager, preferably in the HNw/UHNWI segment Sound understanding of the Swiss private banking market as well [. .. ]
Job vor 5 Tagen bei Jobleads gefunden
Finance Systems Data Analyst
• Baden- Württemberg
Homeoffice möglich
[. .. ] you are energetic, curious, motivated and ambitious, be part of our world. Apply now and define the future of work What this job can offer you The [...]
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[...] Finance Systems Data Analyst plays a key role in supporting the Finance organization by ensuring the accuracy, consistency, and accessibility of financial data across SAP and Snowflake environments. This position bridges finance, data engineering, and business intelligence, helping to optimize data flows, automate reporting, and enable better financial decision-making through clean, connected data. [. .. ] of SAP Finance modules (FI, CO, AR, AP, GL) and underlying data structures. Hands-on experience with Snowflake, including writing advanced SQL for data modeling and transformation Key Responsibilities Data Management Integration Maintain, validate, and reconcile financial data between SAP (FI/ CO, AR, AP, GL, etc. ) and Snowflake data warehouse. Skilled in transforming and modeling the data in dbt which is our de facto modeling layer Collaborate with IT and Data Engineering teams to ensure accurate and timely data ingestion [. .. ] to or encourage cheap-labor practices and therefore we ensure to pay above in-location rates. We hope to inspire other companies to support global talent-hiring and bring local wealth to developing countries. At first glance our salary bands seem quite wide-here is some context. At Remote we have international operations and a globally distributed workforce. We use geo ranges to consider geographic pay differentials as part of our global compensation strategy to remain competitive in various markets while [. .. ]
Job vor 6 Tagen bei Jobleads gefunden
• Frankfurt (Oder) , Brandenburg
ALANTRA is a global investment banking, asset
management and portfolio advisory firm focusing on the midmarket with offices in 22 countries across Europe, the US, Latin America and Asia. [...]
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[...] With over 500 professionals, the firm is publicly listed since 2015 with a 500Mn market capitalizations as of October 2022. Its Investment Banking division employs over 300 professionals, providing [. .. ] investments, fund of funds, coinvestments and secondaries) in six highly specialized asset management classes (private equity, active funds, private debt, infrastructure, real estate and venture capital) as well as private wealth management services. Alantras portfolio advisory team is the leading portfolio advisory unit in Europe, with over 160 seasoned professionals across the UK, Spain, Ireland, Italy, Portugal and Greece dedicated to transaction execution, structuring, pricing, modelling and data enhancement in relation to credit portfolios and banking platform. For more information, visit [. .. ] clear and concise written and verbal communication skills Proficiency in the use of Excel, Power Point, Word and Outlook Highest standards of personal conduct, professional performance, and business ethics Our Analyst program is designed for openminded, creative, intellectually curious, and entrepreneurial individuals, willing to learn in a rewarding, collaborative, and enriching environment. We are very enthusiastic about our business and culture and look to attract, retain, and develop future colleagues who share the same values and are ready to make a [. .. ]
Job vor 6 Tagen bei Jobleads gefunden
Aktienanalyst (w/m/d)
• München, Bayern
Flexible Arbeitszeiten
Unser Auftraggeber ist ein bankenunabhängiges und bundesweit tätiges Investmenthaus, das seit vielen Jahren hochwertige Beratungsdienstleistungen für anspruchsvolle Kunden im Private
Wealth Management erbringt und kontinuierlich überzeugende Ergebnisse im Portfoliomanagement [...]
MEHR INFOS ZUM STELLENANGEBOT
[...] erzielt. Der Erfolg des Unternehmens basiert dabei auf einer langfristigen Ausrichtung, individuellen Portfoliostrukturen, leistungsfähigen Anlagestrategien und einer neutralen professionellen Beratung, für die unser Auftraggeber bereits mehrfach ausgezeichnet wurde. Wir suchen zur Verstärkung des Asset Managements unseres Mandanten einen Analysten (w/m/d) , [. .. ] von Auswahllisten Laufende Marktbeobachtung und eigenständige Suche nach Investmentmöglichkeiten Kontrolle von Wertpapierbeständen und Überprüfung durchgeführter Transaktionen Ausarbeitung von Reportings und Portfolioanalysen Das müssen Sie unbedingt mitbringen: Erste berufliche Erfahrungen als Analyst/in, Investment Controller/in, Researchspezialist/in oder Fondsassistent/in Abgeschlossenes wirtschaftswissenschaftliches oder finanzmathematisches Studium, gerne mit Zusatzqualifikation, wie CFA, CIIA oder CEFA Hohe Motivation bei der Suche nach attraktiven Wertpapieren und eine ausgeprägte Leidenschaft für Aktien Freude an der fundamentalen Bewertung von Unternehmen und Geschäftsmodellen Versiertheit in der Nutzung branchenüblicher [. .. ]
Job vor 7 Tagen bei Jobleads gefunden
AI Consultant (AFC)
• Frankfurt, Hesse
Beratungs-/ Consultingtätigkeiten
[. .. ] harness new technologiesincluding AIto achieve more efficient, resilient, and scalable operations. We are now expanding our Frankfurt team and are seeking an AI Solutions Specialist (AI Interpreter/ [...]
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[...] AI-Enhanced Business Analyst/ AI Process Consultant) with deep KYC/ AFC experience to help clients redesign risk assessment and onboarding processes using AI-driven insights. Role Overview You will act as the bridge between business, compliance, operations, and advanced AI technologies. Your primary focus will be on simplifying KYC/ AFC processes, reducing manual reviews, [. .. ] Key Responsibilities Translate KYC/ AFC requirements into AI-driven process designs that reduce manual checks and streamline workflows. Assess current-state client onboarding and risk assessment processes across private banking, wealth management, and retail banking environments. Identify opportunities to introduce AI, machine learning, NLP, and automation to enhance decisioning and risk scoring. Serve as the liaison between compliance, operations, and data/ AI engineering teams to clarify business logic and model needs. Evaluate AI outputs (e. g. , document extraction, entity resolution, transaction [. .. ]
Job vor 8 Tagen bei Jobleads gefunden
Analytics Senior Analyst CLM KYC Data Team (d/m/w)
• Frankfurt (Oder) , Brandenburg Frankfurt (Oder)
Abgeschlossenes Studium
Flexible Arbeitszeiten Jobticket
Stellenbeschreibung:Über den Bereich Die Abteilung CLM KYC Data Analytics ist als Teil des Bereichs Client Insights im COO-Bereich
Wealth Management Germany angesiedelt. In dieser Abteilung wird das Datenmanagement und [...]
MEHR INFOS ZUM STELLENANGEBOT
[...] die Analytik für die Steuerung unserer KYC-Prozesse (Know Your Client) verantwortet. Dies umfasst die Organisation der Datenhaushalte, die Entwicklung und den Betrieb von Reportings und Monitorings, die Ownership statistischer Methoden und Modelle sowie adhoc Analysen der Kundendaten. Nur durch moderne [. .. ]
Job vor 8 Tagen bei Jobleads gefunden
AI Consultant (AFC)
• Frankfurt (Oder) , Brandenburg Frankfurt (Oder)
Beratungs-/ Consultingtätigkeiten
[. .. ] technologiesincluding AIto achieve more efficient, resilient, and scalable operations. We are now expanding our Frankfurt team and are seeking an Anti Financial Crime AI Consultant (AI Interpreter/ [...]
MEHR INFOS ZUM STELLENANGEBOT
[...] AI-Enhanced Business Analyst/ AI Process Consultant) with deep KYC/ AFC experience to help clients redesign risk assessment and onboarding processes using AI-driven insights. Role Overview You will act as the bridge between business, compliance, operations, and advanced AI technologies. Your primary focus will be on simplifying KYC/ AFC processes, reducing manual reviews, [. .. ] Key Responsibilities Translate KYC/ AFC requirements into AI-driven process designs that reduce manual checks and streamline workflows. Assess current-state client onboarding and risk assessment processes across private banking, wealth management, and retail banking environments. Identify opportunities to introduce AI, machine learning, NLP, and automation to enhance decisioning and risk scoring. Serve as the liaison between compliance, operations, and data/ AI engineering teams to clarify business logic and model needs. Evaluate AI outputs (e. g. , document extraction, entity resolution, transaction [. .. ]
Job vor 8 Tagen bei Jobleads gefunden
ETF Account Manager-PIMCO
• München, Bayern
[. .. ] responsible for fostering and strengthening relationships with both clients and prospects across a range of client-types, including institutional clients like corporations, pension funds and insurance companies, as [...]
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[...] well as wealth managers, private banks, discretionary Portfolio Managers, financial advisors, broker-dealers, and other key distribution channels. Account managers at PIMCO have a broad range of responsibilities, including communicating the firms investment outlook and portfolio strategy, reviewing investment results, and becoming a trusted advisor to clients and prospects. Importantly this role will [. .. ] opportunities and to customize solutions to meet client needs. In addition to the individuals external client facing activities, they will also work closely with the other members of the Account Management team, along with other key internal stakeholders, Portfolio Managers, Product Specialists, Legal, Compliance, Marketing and Events Team, to actively contribute to product innovation and initiatives to enhance our solutions. With a 25-year history and roughly 50 billion in assets, PIMCO has an established business in Germany, Austria and Eastern [. .. ] Income ETFs Personable, ability to develop client relationships into strategic partnerships; also, able to develop collaborative internal relationships with key stakeholders within the team and across the firm Chartered Financial Analyst (CFA) or willingness to pursue upon joining Equal Employment Opportunity and Affirmative Action Statement PIMCO recruits and hires qualified candidates without regard to race, national origin, ancestry, religion (including religious dress and grooming practices) , sex (including pregnancy, childbirth, breastfeeding, or related medical conditions) , sexual orientation, gender (including gender [. .. ]
Job vor 9 Tagen bei Jobleads gefunden
Liquidity Management Analyst, AVP, m/f/d
• München, Bayern
A part of the Global Treasury team the role primarily supports the execution and ongoing enhancement of State Street Bank Internationals liquidity
management framework and related regulatory obligations. This [...]
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[...] involves engaging with multiple stakeholders across various business units, partnering with the second line of defense risk function and related governance forums. There will be a particular focus on the efficient management on re-occurring tasks and data driven efforts specific to Liquidity Management. [. .. ] 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 believe our employees diverse backgrounds, experiences and perspectives are a powerful contributor to creating an inclusive environment where everyone can thrive and reach their maximum potential while adding value to [. .. ]
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Häufig gestellte Fragen
Wieviel verdient man als Wealth management analyst pro Jahr?
Als Wealth management analyst verdient man zwischen EUR 50.000,- bis EUR 80.000,- im Jahr.
Wieviele offene Stellenangebote gibt es für Wealth Management Analyst Jobs bei unserer Jobsuche?
Aktuell gibt es auf JobRobot 117 offene Stellenanzeigen für Wealth Management Analyst Jobs.
Wieviele Unternehmen suchen nach Bewerbern für Wealth Management Analyst Jobs?
Aktuell suchen 15 Unternehmen nach Bewerbern für Wealth Management Analyst Jobs.
Welche Unternehmen suchen nach Bewerbern für Wealth Management Analyst Stellenangebote?
Aktuell suchen zum Beispiel folgende Unternehmen nach Bewerbern für Wealth Management Analyst Stellenangebote:
- Deutsche Bank (4 Jobs)
- Hays Luxembourg (3 Jobs)
- Black Pen Recruitment (2 Jobs)
- Fisher Investments GmbH (2 Jobs)
- State Street (2 Jobs)
In welchen Bundesländern werden die meisten Wealth Management Analyst Jobs angeboten?
Die meisten Stellenanzeigen für Wealth Management Analyst Jobs werden derzeit in Berlin (17 Jobs), Bayern (17 Jobs) und Nordrhein-Westfalen (15 Jobs) angeboten.
Zu welchem Berufsfeld gehören Wealth Management Analyst Jobs?
Wealth Management Analyst Jobs gehören zum Berufsfeld Vermögensberatung & -verwaltung.
