Wealth Management Associate Stellenangebote

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67 Stellenangebote

Stellenangebote Wealth Management Associate Jobs bei Jobleads

Job vor 5 Tagen gefunden

Private Bank- Market Supervisory Manager- Associate/ Vice President (all genders)

• Frankfurt, Hesse Führungs-/ Leitungspositionen Beratungs-/ Consultingtätigkeiten

MEHR

JOB DESCRIPTION You will work in close partnership with Investors, providing control and oversight of the investment business. Familiarise yourself with our Private Bank product offering and become a trusted partner for advisors in suitability questions. As an Associate/ Vice President in our International Private Bank Supervisory Management Team, you will oversee daily market operations, ensuring compliance and providing first- level control and oversight of investment activities. Your role involves reviewing client trading activities, assessing suitability profiles, and supporting investors with trading activities. This work is crucial in maintaining the integrity of our wealth management services and ensuring client satisfaction. Job responsibilities Escalate issues to senior management within all areas of the 1st, 2nd [...]
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Job vor 11 Tagen gefunden Private Bank- Market Supervisory Manager- Associate/ Vice President (all genders) • Offenbach am Main, Hessen Führungs-/ Leitungspositionen Beratungs-/ Consultingtätigkeiten

MEHR

You will work in close partnership with Investors, providing control and oversight of the investment business. Familiarise yourself with our Private Bank product offering and become a trusted partner for advisors in suitability questions. As an Associate/ Vice President in our International Private Bank Supervisory Management Team, you will oversee daily market operations, ensuring compliance and providing first- level control and oversight of investment activities. Your role involves reviewing client trading activities, assessing suitability profiles, and supporting investors with trading activities. This work is crucial in maintaining the integrity of our wealth management services and ensuring client satisfaction. Job responsibilities Escalate issues to senior management within all areas of the 1st, 2nd [...]

Job vom 10.03.2025

Senior Associate, Business Development (Sales Support Private Equity Fundraising) Munich

• München, Bayern

MEHR

To apply, please email your resume and any additional information to Role: Senior Associate, Business Development (Sales Support Private Equity Fundraising) Location: Munich Contract Type: Permanent About Capital Dynamics: Capital Dynamics is an independent global asset management firm focusing on private assets, including Private equity (primaries, secondaries and direct investments) and Clean Energy. Established in 1988, the Firm has extensive knowledge and experience developing solutions tailored to meet the exacting needs of a diverse and global client base of institutional and private wealth investors. Capital Dynamics oversees more than USD 15 billion in assets under management and advisement and employs approximately 150 professionals [...]
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Job vom 02.03.2025 Investment Banking Associate- Services Industrials • Frankfurt, Hesse

MEHR

[...] have unique experiences, perspectives, and backgrounds. We provide advisory services, 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 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 [...] legacy we inherited from our founder. We invite you to learn about how we are seeking excellence in everything we do and empowering our clients success with passion, creativity, and rigor. Job Description William Blair is seeking an Investment Banking Associate to join our Services Industrials team in Frankfurt. Execute in- depth analyses to support new business development, transaction execution and [...]

Stellenangebote Wealth Management Associate Jobs bei JobMESH

Neu Job vor 8 Std. gefunden Fisher Investments

Financial Counselor

• Rhineland- Palatinate

MEHR

Fisher Investments Luxembourg is the Luxembourg- based subsidiary of Fisher Investments, a privately- held investment management firm that provides professional discretionary portfolio management services for high net worth private clients and some of the worlds preeminent [...] Fishers market strategy and investment philosophy Gain advanced finance, capital markets and insurance education through our training and mentoring program Your Qualifications: 5+ years experience offering Assurance Vie products to clients Experience managing relationships of private clients within the banking/ wealth/ insurance management industry Masters Degree (ideally in Finance or Wealth Management) A sound knowledge of financial concepts, markets, insurance concepts, [...]
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Neu Job vor 8 Std. gefunden Fisher Investments Financial Counselor • Saarland

MEHR

[...] expert in and build a career advising clients on financial markets and investments? Want to focus on forging strong client relationships and providing exceptional client service? Fisher Investments Luxembourg is a European subsidiary of Fisher Investments, a privately- held investment management firm that provides professional discretionary portfolio management services for high net worth private clients and some of the worlds preeminent [...] and several service teams Proactively update clients on portfolio changes, financial markets, our current market strategy and investment philosophy Gain advanced finance and capital markets education through our training program Qualifications: 2+ years exposure to private clients within the banking/ wealth management industry A sound knowledge of financial concepts, markets, current events and the market Native Norwegian and native or fluent [...]

Neu Job vor 8 Std. gefunden Fisher Investments

Financial Consultant

• Saarland Beratungs-/ Consultingtätigkeiten

MEHR

Job vom 10.03.2025 Fisher Investments Financial Consultant • Rhineland- Palatinate Beratungs-/ Consultingtätigkeiten

MEHR

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Stellenangebote Wealth Management Associate Jobs bei Neuvoo.com

Job vor 14 Tagen gefunden Jobleads Senior Associate, Business Development (Sales Support Private Equity Fundraising) Munich • Munich

MEHR

Weitere Stellenangebote Wealth Management Associate bei Jobleads

Job gestern gefunden M A Investment Banker (Associate Level) (f/m/d) • Offenbach am Main, Hessen Work-Life-Balance

MEHR

[...] investment banking (M A, ECM) , strategic consultancy, private equity or a similar financial services profession strong financial analysis skills, with the ability to produce accurate presentation material quickly (you get it, and can communicate it to others) strong project management and execution track record in the past been exposed to working in an international framework an excellent communicator a resilient team player, even in challenging circumstances About Us Expert advice. Wealth management. Investment banking. Asset management. Retail banking in Switzerland. And all the support functions. Thats what we do. And we [...]

Job vor 2 Tagen gefunden

Investment Banker, DACH Coverage, Associate

MEHR

Select how often (in days) to receive an alert: Job Title: Investment Banker, DACH Coverage, Associate Job Code: 8380 Country: DE City: Frankfurt Skill Category: Investment Banking 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 [...]
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Job vor 2 Tagen gefunden Associate Program Manager New Vienna, Vienna, Austria • Wien

MEHR

We simplify wealth creation. Founded in 2014 in Vienna, Austria by Eric Demuth, Paul Klanschek and Christian Trummer, were here to help people [...] the complete end- to- end delivery of strategic, large- scale, cross- slice programs and provide support for other initiatives throughout the whole business. You will interact with various stakeholders around the whole organization to deliver programs, based on our program management standards and processes. What youll do Work closely with various stakeholders to plan and develop scope, deliverables, required resources, timelines, [...]
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Job vor 7 Tagen gefunden

Wealth Management, Trade and Transfer Operations, Associate, Zurich

• Stäfa, Zürich Beratungs-/ Consultingtätigkeiten

MEHR

[...] with: col- narrow- left Client: Location: Job Category: Other- col- narrow- right Job Reference: 18242a460231 Job Views: 4 Posted: 16. 03. 2025 Expiry Date: 30. 04. 2025 Job Description: Are you looking for the opportunity to leverage your proven risk management skills and commitment to excellent client experience? Do you want to be in a role where you feel you can [...]
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Job vor 7 Tagen gefunden Senior Portfolio Manager • Genf

MEHR

A dynamic and leading Independent Investment Firm is looking for a full- time permanent position within the Portfolio Management team, a SENIOR PORTFOLIO MANAGER Permanent Role Responsibilities: Work with the Partner in charge on client relationships Respond to specific [...] on onboarding and KYC issues together with Legal department Facilitate day to day requests from clients Ability to develop a book of clients a plus Profile: English and French required, other languages a plus 7/ 10 years of experience in wealth management Able to work independently by taking initiatives and also being a fair team player Enjoy working in a small [...] for detail Dynamic and flexible Excellent presentation Efficient and proactive communication skills in both English and French. Any other language will be valued High level of confidentiality Good command of usual MS Office applications Command on Bloomberg tools Seniority Level: Associate Employment Type: Full- time Job Function: Finance Industries: Banking #J- 18808- Ljbffr 40198289 [...]
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Job vor 8 Tagen gefunden

Associate Product Manager, Digital Assets Trading Vienna, Vienna, Austria

• Wien

MEHR

Associate Product Manager, Digital Assets Trading Who we are We simplify wealth creation. Founded in 2014 in Vienna, Austria by Eric Demuth, Paul Klanschek and Christian Trummer, were here to help people [...]
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Job vor 8 Tagen gefunden Associate Director- Pharma/ Healthcare/ Chemicals • Frankfurt, Hesse Führungs-/ Leitungspositionen

MEHR

As an Associate Director your role will be to assist the Relationship Director in all aspects of the role within the Pharma, Healthcare [...] This role is located in Frankfurt. Purpose of the role To establish and nurture profitable partnerships with both corporate and individual clients. Its the bridge between the banks offerings and clients needs, ensuring mutual benefit and long- term success. Accountabilities Management of client relationships to identify the clients financial goals, challenges, and risk tolerance to support the analysis of data obtained [...] the value proposition of proposed solutions, justification of recommendations, and negotiation of terms that are beneficial for both the client and the bank. Provision of guidance to clients to support their financial decisions, offering expert investment advice, risk management and wealth management strategies support, and updates on market trends to ensure a positive and continuous relationship. Assessment of financial, legal, and [...]
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Job vor 9 Tagen gefunden

Corporate Treasury, Treasury Capital Markets Associate/ Director (AVP)

• Frankfurt, Hesse Führungs-/ Leitungspositionen

MEHR

Corporate Treasury provides corporate finance advisory service to senior management and internal business units. It also optimizes the Firms liquidity and capital base, manages the Firms foreign exchange and interest [...] IT and the business units as well as regulators like Ba Fin, Bundesbank and ECB where required. 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 [...]
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Job vor 10 Tagen gefunden Wealth Management Client Associate • Basel, Basel- Stadt Beratungs-/ Consultingtätigkeiten

MEHR

Wealth Management Client Associate page is loaded Wealth Management Client Associate Apply locations Iselin time type Full time posted on Posted 2 Days Ago [...]

Job vor 14 Tagen gefunden

Associate Director, Light Vehicle Powertrain Forecasting, EMEA

• Essen, Nordrhein- Westfalen Führungs-/ Leitungspositionen

MEHR

[...] and support are given to clients, internal customers, and the media. The EMEA team works closely with global counterparts to deliver a cohesive and consistent product. The Impact: We are seeking a professional with a strong automotive intelligence background and management experience to lead our EMEA team. This person will need to be an energetic and forward- thinking leader with a [...] your career- need to thrive at S P Global. Our benefits include: Health Wellness: Health care coverage designed for the mind and body. Flexible Downtime: Generous time off helps keep you energized for your time on. Continuous Learning: Access a wealth of resources to grow your career and learn valuable new skills. Invest in Your Future: Secure your financial future through [...]
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