Wealth Planning Expert Stellenangebote


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Neu Job vor 3 Std. bei Jobleads gefunden

Senior Client Advisor Investment Strategies

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 craft of [...]
MEHR INFOS ZUM STELLENANGEBOT[...] 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 over 80, 000 households from our over 140 offices-and growing-nationwide. Since 1997, Wealth Enhancement has tirelessly raised the standard of wealth [. .. ] Wealth Enhancement Group through the Custodial Referral Program (CRP) . This position leverages deep investment management expertise to deliver exceptional client experiences and drive business growth. As a subject matter expert in our comprehensive suite of investment solutions, you will: Build trust and deliver service that exceeds client expectations. Use a need-based analysis to provide personalized recommendations that help clients achieve their financial goals. Convert strategy-only clients into full wealth management relationships and generate referrals to support continued growth. [. .. ]

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Job gestern bei Jobleads gefunden Senior Risk Officer • Konz, 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 [...]
MEHR INFOS ZUM STELLENANGEBOT[...] 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 [. .. ] 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 team of international experts offers a fresh approach that helps [. .. ]

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Job vor 2 Tagen bei Jobleads gefunden

Wealth Management, Associate, BDP, Geneva

• Genf Beratungs-/ Consultingtätigkeiten PRIVATE WEALTH MANAGEMENT (PWM) Goldman Sachs Private Wealth Management (PWM) specializes in creating comprehensive wealth management plans for ultra high networth individuals and families, as well as select institutions, including [...]
MEHR INFOS ZUM STELLENANGEBOT[...] foundations and endowments. PWM teams work oneonone with clients to advise and deliver customized strategies drawn from our deep investment experience, diverse [. .. ] reach. Our Private Wealth Advisors (PWAs) deliver an unparalleled investment platform inclusive of the full product and service offerings of Goldman Sachs and beyond, which may include tax and estate planning, philanthropic planning and private banking and lending services. As client needs evolve, this close relationship allows the team to offer complementary services and new opportunities by leveraging the resources of Goldman Sachs and beyond. Our Business Development Professionals (BDP) will provide analytical, investment, and client service support for existing clients [. .. ] Research internal and external investment vehicles for client asset allocation Provide client service and team support Source new prospective clients through cold outreach Serve as teams client relationship management system expert Participate in some of the teams prospective client meetings and follow up, as appropriate Manage new business team meetings and associated action items Relay GS Research and ISG market views to Private Wealth Advisors, clients and prospective clients Liaise with various product groups within Investment Management to respond to client [. .. ]

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Job vor 2 Tagen bei Jobleads gefunden Corporate Development Analyst [. .. ] will measure the progress of these AI chatbots, evaluate their logic, and solve problems to improve the quality of each model. In this role you will need [...]
MEHR INFOS ZUM STELLENANGEBOT[...] to hold an expert level of financial reasoning. Other related fields include, but are not limited to: Financial Accounting, Investment Banking, Wealth Management, and Insurance Planning. Pay 50.00/ hr-60.00/ hr This is a fulltime or parttime REMOTE position Youll be able to choose which projects you want to work on You can work on your own schedule Projects are paid hourly starting at 50-60 USD per hour, with bonuses on highquality and [. .. ]

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Job vor 3 Tagen bei Jobleads gefunden Wealth Management, Associate, BDP, Geneva • Genf Beratungs-/ Consultingtätigkeiten Wealth Management, Associate, BDP, Geneva Job Description PRIVATE WEALTH MANAGEMENT (PWM) Goldman Sachs Private Wealth Management (PWM) specializes in creating comprehensive wealth management plans for ultra high net worth individuals [...]
MEHR INFOS ZUM STELLENANGEBOT[...] and families, as well as select institutions, including foundations and endowments. PWM Teams work one-on-one with clients to advise [. .. ] reach. Our Private Wealth Advisors (PWAs) deliver an unparalleled investment platform inclusive of the full product and service offerings of Goldman Sachs and beyond, which may include tax and estate planning, philanthropic planning and private banking and lending services. As client needs evolve, this close relationship allows the team to offer complementary services and new opportunities by leveraging the resources of Goldman Sachs and beyond. Our Business Development Professionals (BDP) will provide analytical, investment, and client service support for existing clients [. .. ] Research internal and external investment vehicles for client asset allocation Provide client service and team support Source new prospective clients through cold outreach Serve as teams client relationship management system expert Participate in some of the teams prospective client meetings and follow up, as appropriate Manage new business team meetings and associated action items Relay GS Research and ISG market views to Private Wealth Advisors, clients and prospective clients Liaise with various product groups within Investment Management to respond to client [. .. ]

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Job vor 3 Tagen bei Jobleads gefunden Actuarial Consultant Beratungs-/ Consultingtätigkeiten [. .. ] will measure the progress of these AI chatbots, evaluate their logic, and solve problems to improve the quality of each model. In this role you will need [...]
MEHR INFOS ZUM STELLENANGEBOT[...] to hold an expert level of financial reasoning. Other related fields include, but are not limited to: Financial Accounting, Investment Banking, Wealth Management, and Insurance Planning. Full-time or part-time REMOTE position. Choose which projects you want to work on. Work on your own schedule. Projects are paid hourly starting at 50-60 USD per hour, with bonuses on high-quality and high-volume work. Responsibilities Give AI chatbots diverse and complex problems and evaluate [. .. ]

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Job vor 3 Tagen bei Jobleads gefunden

Risk Officer, Bitpanda Asset Management

• Wien Homeoffice möglich We simplify wealth creation. Founded in 2014 in Vienna, Austria by Eric Demuth, Paul Klanschek and Christian Trummer, were here to help people trust themselves enough to build their [...]
MEHR INFOS ZUM STELLENANGEBOT[...] financial freedom for now and the future. Our user-friendly, trade-everything platform empowers both firsttime investors and seasoned experts to invest in the [. .. ] to fastpaced Fintech and Digital Asset environments. Solid understanding across broad spectrum of nonfinancial risk types (e. g. operations, compliance, financial crime, information security, technology, financial reporting, etc) Control Assurance Expert Skilled in planning and executing control monitoring, testing, and auditstyle reviews within complex financial institutions. Regulatory Market Insight Deep understanding of Ma Risk, Ba Fin, and the full financial product lifecyclefrom licensing to settlementpaired with strong market awareness. Proactive Impact Oriented Selfstarter who thrives in dynamic settings, driving highimpact, lowfriction risk management practices. [. .. ]

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Job vor 3 Tagen bei Jobleads gefunden Financial Consultant Beratungs-/ Consultingtätigkeiten [. .. ] will measure the progress of these AI chatbots, evaluate their logic, and solve problems to improve the quality of each model. In this role you will need [...]
MEHR INFOS ZUM STELLENANGEBOT[...] to hold an expert level of financial reasoning. Other related fields include, but are not limited to: Financial Accounting, Investment Banking, Wealth Management, and Insurance Planning. This is a full-time or part-time REMOTE position Youll be able to choose which projects you want to work on You can work on your own schedule Projects are paid hourly starting at 50-60 USD per hour, with bonuses on high-quality and high-volume work Responsibilities [. .. ]

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Job vor 3 Tagen bei Jobleads gefunden

Product Manager for SAP Real Estate/ Open Text (m/f/d)

• München, Bayern Work-Life-Balance [. .. ] inclusive Open Text SAP Docu Link, the Open Text Desktop Link and related Workflows within the SAP S/ 4Hana Real Estate Maintaining the Invoice Workflow functionality within [...]
MEHR INFOS ZUM STELLENANGEBOT[...] the Insider smart Fix Planning and aligning product roadmaps with business departments based on target architecture, including necessary technical and security refactoring Initiating projects and conducting implementation of change requests, planning and executing product releases, conducting sign-off procedures Taking responsibility for the product costs and for management of external staff (including procurement and provider [. .. ] monitoring and analysis of the service quality and identifying potential areas for optimization Escalating critical issues to IT-Management Your profile University degree, preferably in engineering/ IT or similar qualification Expert level in SAP S/ 4Hana, SAP Archive Link, Open Text SAP Docu Link, Open Text Desktop Link Expert level in SAP Workflow and Insider smart Fix Basis level in SAP S/ 4Hana with focus on the SAP modules FI, FI-AA, RE-FX and MM Advanced business knowledge of asset and [. .. ] learning is a key differentiator and critical for building new skills and accelerating growth. Career Mobility: We actively support career mobility, and our strong global and regional presence offers a wealth of career growth opportunities for you. Rewards Recognition Competitive salary: appropriate compensation for your high level of commitment. Retirement provision: state of the art in-house pension solutions. Work-life balance: promoting the compatibility of family and work in addition to overall work-life balance. Health management: focus on your [. .. ]

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Job vor 5 Tagen bei Jobleads gefunden Senior Lending Advisor EMEA-Executive Director • Frankfurt, Hesse Führungs-/ Leitungspositionen Senior Lending Advisor EMEA-Executive Director Job Description Goldman Sachs Private Bank provides competitive borrowing and cash management solutions for UHNW clients that are strategically integrated with our clients wealth [...]
MEHR INFOS ZUM STELLENANGEBOT[...] management goals. Our experienced team partners with PWAs to advise clients on new loans, refinancing and restructuring of existing loans along with overall liability management. Our lenders and mortgage specialists provide a wide range of creative borrowing solutions against asset classes ranging from marketable securities and alternative investments, residential and [. .. ] in lending origination and credit analysis in a private bank or commercial banking organization 5+ years experience in a structured lending role in a private bank or commercial banking organization Expert knowledge of structured lending including Commercial Real Estate, Specialty Finance (e. g. yachts, aviation, fine art) , single stock and illiquid assets lending required Experience with underwriting other asset classes including securities based loans, structured lending and private equity Ability to advise clients and where appropriate creatively structure sophisticated solutions [. .. ] off from work to recharge by providing generous vacation entitlements and a minimum of three weeks expected vacation usage each year. Financial Wellness Retirement We assist employees in saving and planning for retirement, offer financial support for higher education, and provide a number of benefits to help employees prepare for the unexpected. We offer live financial education and content on a variety of topics to address the spectrum of employees priorities. Health We offer a medical advocacy service for employees and [. .. ]

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Job vor 6 Tagen bei Jobleads gefunden

Investment Service Specialist-Long Short (Remote)

Beratungs-/ Consultingtätigkeiten 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 craft [...]
MEHR INFOS ZUM STELLENANGEBOT[...] 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 over 80, 000 households from our over 140 offices-and growing-nationwide. Since 1997, Wealth Enhancement has tirelessly raised the standard of wealth [. .. ] expect to pay as a starting range for this position. Primary Job Functions Support Advisor Teams by delivering exceptional investment services Work closely with our Advisor teams, serving as an expert on WEG long short SMA operations, providing guidance, assistance, and recommendations. Assist advisors in implementing customized SMA solutions aligned with client objectives. Collaborate with Investment Strategy and other internal teams to develop materials and resources that enhance advisor engagement. Participate in the creation of presentations for end clients who are [. .. ]

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Job vor 6 Tagen bei Jobleads gefunden Sr. Portfolio Consultant (Remote-South Region) Beratungs-/ Consultingtätigkeiten 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 craft [...]
MEHR INFOS ZUM STELLENANGEBOT[...] 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 over 80, 000 households from our over 140 offices-and growing-nationwide. Since 1997, Wealth Enhancement has tirelessly raised the standard of wealth [. .. ] an Experienced Sr. Portfolio Consultant The individual plays an important role within Wealth Enhancements Investment and Product groups, driving success for advisors, clients, and internal teams. As a subject matter expert in the comprehensive suite of investment solutions available to WEG clients, this role leverages industry expertise and a clientfocused approach to build strong relationships with Advisors. By understanding the unique investment methodologies, the Portfolio Consultant proactively delivers tailored support and guidance to enhance Advisor practices. Focused on growth and delivering [. .. ]

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Job vor 6 Tagen bei Jobleads gefunden

Sr. Portfolio Consultant

Beratungs-/ Consultingtätigkeiten 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 craft [...]
MEHR INFOS ZUM STELLENANGEBOT[...] of personalized financial planning with our teambased Roundtable and Uni Fi processes that go far beyond the standard approach. We proudly provide unique financial plans and investment management services to over 80, 000 households from our over 140 offices and growing nationwide. Since 1997, Wealth Enhancement has tirelessly raised the standard of wealth management [. .. ] seeking an experienced Portfolio Consultant. The individual plays an important role within Wealth Enhancements Investment and Product groups, driving success for advisors, clients, and internal teams. As a subject matter expert in the comprehensive suite of investment solutions available to WEG clients, this role leverages industry expertise and a clientfocused approach to build strong relationships with Advisors. By understanding the unique investment methodologies, the Portfolio Consultant proactively delivers tailored support and guidance to enhance Advisor practices. Focused on growth and delivering [. .. ]

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Job vor 6 Tagen bei Jobleads gefunden Wealth Management, Operations, Client Onboarding/ Maintenance Specialist, Associate, Zurich • Zürich Zuerich Beratungs-/ Consultingtätigkeiten [. .. ] be involved in all facets of Client Onboarding, Client Data Maintenance and KYC Rolling Review but you will continue to gain invaluable new experiences as you work [...]
MEHR INFOS ZUM STELLENANGEBOT[...] closely with Private Wealth Management Sales, Legal, Compliance, Technology, Finance Global Operations in a fast paced and stimulating role. OUR IMPACT Operations is a dynamic, multi-faceted division that partners with all parts of the firm to deliver banking, sales and trading and asset management capabilities to clients around the world. In addition, Operations [. .. ] performing team in Switzerland, but also play a key role in contributing to PWM Operations globally. HOW YOU WILL FULFILL YOUR POTENTIAL Seizing the opportunity to be a subject matter expert in the Client Onboarding and Maintenance processes. Using your excellent communication skills to build and develop strong, productive relationships with PWM Business, Legal, Compliance, Technology and the Operations Division globally. Broadening your skillset with the opportunity to cross-train on the other functions performed by PWM Operations in Zurich Being [. .. ] off from work to recharge by providing generous vacation entitlements and a minimum of three weeks expected vacation usage each year. Financial Wellness Retirement We assist employees in saving and planning for retirement, offer financial support for higher education, and provide a number of benefits to help employees prepare for the unexpected. We offer live financial education and content on a variety of topics to address the spectrum of employees priorities. Health We offer a medical advocacy service for employees and [. .. ]

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Job vor 9 Tagen bei Jobleads gefunden

Regional Vice President, Existing Client Development

Führungs-/ Leitungspositionen 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 craft [...]
MEHR INFOS ZUM STELLENANGEBOT[...] 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 over 80, 000 households from our over 140 offices-and growing-nationwide. Since 1997, Wealth Enhancement has tirelessly raised the standard of wealth [. .. ] to join our team. The RVP will play a strategic role in expanding wallet share from existing clients by partnering directly with financial advisory teams. As a planning and investment expert, the RVP supports advisors in identifying opportunities to grow client assets under our management (AUM) . This role is ideal for a seasoned professional with deep expertise in financial planning, investment strategy, and collaborative business development. Primary Job Functions Partner with financial advisors to uncover and convert existing client opportunities [. .. ]

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Job am 09.12.2025 bei Jobleads gefunden Senior Risk Officer • Menningen, Rheinland- Pfalz [. .. ] 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 in [...]
MEHR INFOS ZUM STELLENANGEBOT[...] cross-border 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. The open position, Senior Risk Officer (ICT Risk Internal Control Specialist) , contributes to a broad range of activities under the responsibility of the [. .. ] projects, infrastructure changes, and critical applications; coordinate mitigation plans with IT, IT Security, and other operational teams. Monitor the effectiveness of first-level controls (ICT and non-ICT) , provide expert guidance on risk mitigation and control improvements. Perform second-level 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, lessons-learned reviews, and follow-[. .. ] cross-border financial planning solutions for wealthy clients across Europe and beyond. Whether its a question of long-term 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 team of international experts offers a fresh approach that helps [. .. ]

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Job am 04.12.2025 bei Jobleads gefunden

Relocate to Malta Dynamics 365 CE Solution Architect

• Wien [. .. ] software implementations for medium to large organisations providing their clients with the ability to keep up with the ever-changing digital world by implementing Microsofts M365 Azure Microsofts [...]
MEHR INFOS ZUM STELLENANGEBOT[...] Enterprise Resource Planning (ERP) and Customer Engagement (CE) software from the Microsoft Dynamics 365 (D365) software line. Role Overview We are looking for an experienced Dynamics 365 for Customer Engagement Solution Architect with experience in solution development and functional analysis into large-scale enterprise Dynamics 365 architecture with a hands-on approach in [. .. ] Ability to handle distributed large teams and deliver quality solutions Responsibilities The Solution Architect will lead the delivery of our Microsoft Dynamics 365 solutions Be a champion/ SME (Subject Matter Expert) for both technical and functional solutions across the Microsoft platform driving the adoption of new features and technology Possess strong understanding of Dynamics 365 Power platform stack and stay relevant with new features Lead technical forums and communities to share knowledge with wider group Design and development of domain specific [. .. ] 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. They are 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 all [. .. ]

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Job am 30.11.2025 bei Jobleads gefunden Head of Governance Operations (f/m/x) Führungs-/ Leitungspositionen Jobticket [. .. ] anyone to be an investor. Our mission is to grow investing opportunities for all European customers and businesses, providing seamless access to capital markets. By empowering Fin [...]
MEHR INFOS ZUM STELLENANGEBOT[...] Techs, Banks and Wealth Managers to offer investment products, we help create financial wellbeing for their customers. lemon. markets provides a Brokerageasa Service platform for simple digital access to capital markets through a single API. Our AP Ifirst infrastructure makes launching an investment product customercentric and compliant. We abstract all complexity for our partners [. .. ] People Management, Company Service, Marketing and Sales. Further enhance and sharpen our Partner Governance framework from a regulatory point of view. Support contract negotiations with B2B partners as a subjectmatter expert. Oversee and coordinate our process landscape, ensuring clarity, consistency and compliance across the organization. You will be successful in this role if: Have 8+ years of experience in Technology and IT Security, with a proven track record in leadership and operational management in a regulated environment. Experience in Fin Tech [. .. ] the ability to work across various departments. Have experience working in the financial industry, particularly in leveraging technology standards, frameworks, compliance, and industryrecognized best practices. Have demonstrated ability in strategic planning and execution in the financial services industry, with a deep understanding of regulation. Familiar with supporting, coordinating and/or outsourcing functions in the Front Office MD area, such as People Management, Company Service, Marketing and Sales. Communicate confidently with diverse stakeholders up to Clevel, in both German and English (C1+) [. .. ]

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Job am 22.11.2025 bei Jobleads gefunden

Head of Governance Operations (f/m/x)

• Berlin Führungs-/ Leitungspositionen Jobticket [. .. ] anyone to be an investor. Our mission is to grow investing opportunities for all European customers and businesses, providing seamless access to capital markets. By empowering Fin [...]
MEHR INFOS ZUM STELLENANGEBOT[...] Techs, Banks and Wealth Managers to offer investment products, we help create financial wellbeing for their customers. lemon. markets provides a Brokerageasa Service platform for simple digital access to capital markets through a single API. Our AP Ifirst infrastructure makes launching an investment product customercentric and compliant. We abstract all complexity for our partners [. .. ] Marketing and Sales. You will further enhance and sharpen our Partner Governance framework from a regulatory point of view. You will support contract negotiations with B2B partners as a subjectmatter expert. You will oversee and coordinate our process landscape, ensuring clarity, consistency and compliance across the organization. Qualifications You have 8+ years of experience in ICT Third Party Management, Technology or IT Security, with a proven track record in leadership and operational management in a regulated environment. Experience in Fin Tech [. .. ] work across various departments. You have experience working in the financial industry, particularly in leveraging technology standards, frameworks, compliance, and industryrecognized best practices. You have a demonstrated ability in strategic planning and execution in the financial services industry, with a deep understanding of regulation. You are familiar with supporting, coordinating and/or outsourcing functions in the Front Office MD area, such as People Management, Company Service, Marketing and Sales. You communicate confidently with diverse stakeholders up to C-level, in both [. .. ]

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Job am 09.11.2025 bei Jobleads gefunden Group Risk Proposition Consultant • Zürich Beratungs-/ Consultingtätigkeiten [. .. ] Coordinate crossfunctional efforts to identify and develop new or enhanced propositions/ features Develop business cases for defined projects to determine potential benefits, clarify the rationale for investment [...]
MEHR INFOS ZUM STELLENANGEBOT[...] and support the planning process Effectively identify risks when designing new propositions/ features and follow risk and compliance procedures to ensure compliance with organisational policies Contribute to the execution of competitive analysis in own area of expertise (e. g. pricing, coverage, brand etc. ) , reconciling internal perspectives (costs and risks) with external perspectives [. .. ] training in own function area to ensure that propositions/ products under development are effectively delivered Support the management of 3rdparty supplier agreements and intermediary consultancy/ distribution agreements Act as subjectmatter expert for the wider ZCR business in support of effective proposition manage and service delivery Qualifications Substantial experience in a technical group risk role (Corporate Protection) , including the flexible benefits sector Good numeracy and literacy skills Ability to work to deadlines and work well under pressure Ability to manage self [. .. ] bank holidays Three days paid volunteering Up to 16 weeks full pay for maternity, paternity and adoption leave Virtual GP appointments Discounted gym membership Free flu jab Access to a wealth of support from our wellbeing partners Our Culture At Zurich, our sense of community is strong and were particularly enthusiastic about diversity and inclusion, which weve won numerous awards for. We want our people to bring the whole of themselves to work and ensure everybody is made to feel welcome, [. .. ]

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Job am 09.11.2025 bei Jobleads gefunden Risk Officer • Berlin Risk Officer Join to apply for the Risk Officer role at Bitpanda. We simplify wealth creation. Founded in 2014 in Vienna, Austria by Eric Demuth, Paul Klanschek and Christian [...]
MEHR INFOS ZUM STELLENANGEBOT[...] Trummer, were here to help people trust themselves enough to build their financial freedom for now and the future. Our user-friendly, tradeeverything platform empowers both firsttime investors and seasoned experts to invest in the cryptocurrencies, [. .. ] to fastpaced Fintech and Digital Asset environments. Solid understanding across broad spectrum of non financial risk types (eg. operations, compliance, financial crime, information security, technology, financial reporting, etc) Control Assurance Expert Skilled in planning and executing control monitoring, testing, and auditstyle reviews within complex financial institutions. Regulatory Market Insight Deep understanding of Ma Risk, Ba Fin, and the full financial product lifecyclefrom licensing to settlementpaired with strong market awareness. Proactive Impact Oriented Selfstarter who thrives in dynamic settings, driving highimpact, lowfriction risk management practices. [. .. ]

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Job am 04.11.2025 bei Jobleads gefunden Junior Mapping Clinical Specialist Austria. • Wien Absolventen, Einsteiger, Trainees [. .. ] talented and motivated Affera Therapy Account Consultant to join our team to further drive the growth of the business. Reporting to the operating unit this role is [...]
MEHR INFOS ZUM STELLENANGEBOT[...] critical in providing expert clinical and technical support and training to physicians and EP Lab Staff on the optimal use of the Affera Mapping and Ablation System. Position Responsibilities: Provide proficient clinical and technical assistance to physicians and EP Lab Staff on the use of the Affera Mapping and Ablation System and related equipment [. .. ] training to introduce new technologies to various hospital stakeholders and ensure technology acceptance. Be an active participant to the development of advanced clinical workflows. Play an active role in the planning and effective installation of the Affera Mapping and Ablation System and efficiently collaborate with the technical department. Work closely with the education team and support the development of training centers. Share clinical best practices with colleagues to continuously optimize customer experience. Work with field service engineers on technical troubleshooting. Demonstrate [. .. ] in this mission. Joining our team means more than just a job; its an opportunity to advance your career in a dynamic and innovative environment. At Medtronic, youll find a wealth of opportunities for professional growth and development, with the chance to move within the company and work on pioneering projects. With nearly 100, 000 employees in 150 countries around the world, our commitment to providing a worldclass work environment where people thrive, innovate, and excel is proudly recognized each year. [. .. ]

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Job am 30.10.2025 bei Jobleads gefunden Senior Solutions Consultant (Pre-Sales) (f/m/d) • Berlin Beratungs-/ Consultingtätigkeiten [. .. ] as easy as spending money. The company empowers businesses to offer a wide range of investment products and the best experience in the field of capital market [...]
MEHR INFOS ZUM STELLENANGEBOT[...] investment and retirement planning. Upvests Investment API is easy to integrate so that fintechs and enterprises alike can save resources and fully focus on their core business. Upvest is one of the few fintechs in Europe that can provide its B2B clients with the full range of investment opportunities in the areas of principal [. .. ] contract and ensuring successful handover to our client launch team. What you can expect from this role Enable Europes top financial services companies and fintechs to build stateoftheart brokerage and wealth propositions In this role, youll work closely with and consult Europes top financial services companies and fintechs. Owning and conducting thorough discovery to understand prospective clients business and technical requirements youll present and lead engaging, customised demonstrations that clearly articulate Upvests value. This is an opportunity to think holistically about [. .. ] a trusted technical advisor As a trusted technical advisor, youll build strong relationships with stakeholders to understand their existing and target state architecture and processes. You will become a recognised expert in Upvests product offering and the investment platform market, staying aware of industry trends and challenges. By owning the creation of crucial resources including solution deepdives, proposals and architecture overviews, youll support prospective clients decision making, as well as supporting the smooth transition of projects to the client launch team [. .. ]

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Job am 26.10.2025 bei Jobleads gefunden Relocate to Malta Dynamics 365 CE Solution Architect (Consulting/ Big 4) • Berlin Beratungs-/ Consultingtätigkeiten [. .. ] Power Automate, Power Virtual Agents, Power BI, RPA etc. ) , including appropriate Architect level certification. Broad understanding of software development lifecycle, Development management, Release management, Data [...]
MEHR INFOS ZUM STELLENANGEBOT[...] migration, cut-over planning and Go-Live support Exposure in Cloud Storage Services (Azure SQL, Blob storage etc. ) Experience with Azure Platform and Integration Services including Logic Apps, Functions, Azure Service Bus etc. Experience working with offshore development teams Experience of Agile Methodology Certification in TOGAF or Zachman Framework would be beneficial Knowledge [. .. ] Ability to handle distributed large teams and deliver quality solutions Responsibilities The Solution Architect will lead the delivery of our Microsoft Dynamics 365 solutions Be a champion/ SME (Subject Matter Expert) for both technical and functional solutions across the Microsoft platform, driving the adoption of new features and technology Possess strong understanding of Dynamics 365 power platform stack and stay relevant with new features Lead technical forums and communities to share knowledge with wider group Design and development of domain specific [. .. ] 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. They are 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 all [. .. ]

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Job am 26.10.2025 bei Jobleads gefunden Relocate to Malta Dynamics 365 CE Solution Architect (Consulting/ Big 4) • Wien Beratungs-/ Consultingtätigkeiten [. .. ] Power Automate, Power Virtual Agents, Power BI, RPA etc. ) , including appropriate Architect level certification. Broad understanding of software development lifecycle, Development management, Release management, Data [...]
MEHR INFOS ZUM STELLENANGEBOT[...] migration, cut-over planning and Go-Live support Exposure in Cloud Storage Services (Azure SQL, Blob storage etc. ) Experience with Azure Platform and Integration Services including Logic Apps, Functions, Azure Service Bus etc. Experience working with offshore development teams Experience of Agile Methodology Certification in TOGAF or Zachman Framework would be beneficial Knowledge [. .. ] Ability to handle distributed large teams and deliver quality solutions Responsibilities The Solution Architect will lead the delivery of our Microsoft Dynamics 365 solutions Be a champion/ SME (Subject Matter Expert) for both technical and functional solutions across the Microsoft platform, driving the adoption of new features and technology Possess strong understanding of Dynamics 365 power platform stack and stay relevant with new features Lead technical forums and communities to share knowledge with wider group Design and development of domain specific [. .. ] 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. They are 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 all [. .. ]

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Häufig gestellte Fragen

Wieviel verdient man als Wealth Planning Expert pro Jahr?

Als Wealth Planning Expert verdient man zwischen EUR 70.000,- bis EUR 120.000,- im Jahr.


Wieviele offene Stellenangebote gibt es für Wealth Planning Expert Jobs bei unserer Jobsuche?

Aktuell gibt es auf JobRobot 41 offene Stellenanzeigen für Wealth Planning Expert Jobs.


In welchen Bundesländern werden die meisten Wealth Planning Expert Jobs angeboten?

Die meisten Stellenanzeigen für Wealth Planning Expert Jobs werden derzeit in Berlin (8 Jobs), Bayern (2 Jobs) und Rheinland-Pfalz (2 Jobs) angeboten.


Zu welchem Berufsfeld gehören Wealth Planning Expert Jobs?

Wealth Planning Expert Jobs gehören zum Berufsfeld Vermögensberatung & -verwaltung.


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