24 Jobs für Wealth Planning Expert
Stellenangebote Wealth Planning Expert Jobs
Job vor 3 Tagen bei Jooble gefunden
Scalable Capital
• Berlin
Jobticket
[. .. ] shape their own finances. Scalable Broker makes it easy and affordable for clients to invest professionally in stocks, ETFs, cryptocurrencies, and derivatives, as well as set up [...]
MEHR INFOS ZUM STELLENANGEBOT
[...] savings plans. Scalable Wealth, the digital wealth management service, offers clients professional investment in ETF portfolios, and is also adopted as a white-label solution by banks and other B2B partners. The companys offerings are rounded off by attractive interest rates, loans, and private equity. With the European Investor Exchange, Scalable Capital offers an [. .. ] Podzuweit and Florian Prucker, they are working on a new generation of financial services. Visit our finance blog or check out our Social Media channels to find out what our Expert Teams have to say. Our Company Values guide us every day in how we work and collaborate. To learn more about them, you can find our values here (English) . Do terms like Double Taxation Agreements, Loss Pot Offsetting, and Fi Fo or weighted average method pique your interest? If [. .. ] Management: Coordinate resources, create timelines, and manage dependencies across teams to ensure optimal delivery of products. Agile Methodologies: Utilize agile methodologies to drive product development, facilitating regular ceremonies including sprint planning, retrospectives, and cross-team syncs to enhance collaboration and transparency. Qualifications Keen interest in the international taxation of clients capital gains on their financial products. Experience in product management ideally in the capital markets or, banking domains A natural curiosity that drives you to explore complex topics with multiple interdependencies [. .. ]
Job vor 3 Tagen bei Jooble gefunden
Scalable Capital
Product Manager-Taxation (m/f/x)
• Region München, Bayern; Regierungsbezirk Oberbayern; Bayern
Jobticket
[. .. ] shape their own finances. Scalable Broker makes it easy and affordable for clients to invest professionally in stocks, ETFs, cryptocurrencies, and derivatives, as well as set up [...]
MEHR INFOS ZUM STELLENANGEBOT
[...] savings plans. Scalable Wealth, the digital wealth management service, offers clients professional investment in ETF portfolios, and is also adopted as a white-label solution by banks and other B2B partners. The companys offerings are rounded off by attractive interest rates, loans, and private equity. With the European Investor Exchange, Scalable Capital offers an [. .. ] Podzuweit and Florian Prucker, they are working on a new generation of financial services. Visit our finance blog or check out our Social Media channels to find out what our Expert Teams have to say. Our Company Values guide us every day in how we work and collaborate. To learn more about them, you can find our values here (English) . This role can be based in either Berlin or Munich. Do terms like Double Taxation Agreements, Loss Pot Offsetting, and [. .. ] Management: Coordinate resources, create timelines, and manage dependencies across teams to ensure optimal delivery of products. Agile Methodologies: Utilize agile methodologies to drive product development, facilitating regular ceremonies including sprint planning, retrospectives, and cross-team syncs to enhance collaboration and transparency. Qualifications Keen interest in the international taxation of clients capital gains on their financial products. Experience in product management ideally in the capital markets or, banking domains A natural curiosity that drives you to explore complex topics with multiple interdependencies [. .. ]
Job vor 3 Tagen bei Jooble gefunden
Scalable Capital
• Berlin
Jobticket
[. .. ] shape their own finances. Scalable Broker makes it easy and affordable for clients to invest professionally in stocks, ETFs, cryptocurrencies, and derivatives, as well as set up [...]
MEHR INFOS ZUM STELLENANGEBOT
[...] savings plans. Scalable Wealth, the digital wealth management service, offers clients professional investment in ETF portfolios, and is also adopted as a white-label solution by banks and other B2B partners. The companys offerings are rounded off by attractive interest rates, loans, and private equity. With the European Investor Exchange, Scalable Capital offers an [. .. ] Podzuweit and Florian Prucker, they are working on a new generation of financial services. Visit our finance blog or check out our Social Media channels to find out what our Expert Teams have to say. Our Company Values guide us every day in how we work and collaborate. To learn more about them, you can find our values here (English) . As a Product Manager for the AI Platform, you will play a foundational role in defining, scaling, and operationalizing Artificial [. .. ] Define our approach to ensure all models and data usage are secure and compliant with current and emerging data protection laws. Go-to-Market (GTM) for AI Features: Support the planning, launch, and post-launch monitoring of new client-facing AI features and capabilities, ensuring smooth coordination across Product, Engineering, Data, Operations, and Compliance. Team Collaboration Product Leadership: Lead the product development process for the cross-functional AI Platform team, managing agile processes, backlogs, and planning sessions, and translating high-level [. .. ]
Job vor 3 Tagen bei Jooble gefunden
Scalable Capital
Product Manager-AI Platform (m/f/x)
• Region München, Bayern; Regierungsbezirk Oberbayern; Bayern
Jobticket
[. .. ] shape their own finances. Scalable Broker makes it easy and affordable for clients to invest professionally in stocks, ETFs, cryptocurrencies, and derivatives, as well as set up [...]
MEHR INFOS ZUM STELLENANGEBOT
[...] savings plans. Scalable Wealth, the digital wealth management service, offers clients professional investment in ETF portfolios, and is also adopted as a white-label solution by banks and other B2B partners. The companys offerings are rounded off by attractive interest rates, loans, and private equity. With the European Investor Exchange, Scalable Capital offers an [. .. ] Podzuweit and Florian Prucker, they are working on a new generation of financial services. Visit our finance blog or check out our Social Media channels to find out what our Expert Teams have to say. Our Company Values guide us every day in how we work and collaborate. To learn more about them, you can find our values here (English) . As a Product Manager for the AI Platform, you will play a foundational role in defining, scaling, and operationalizing Artificial [. .. ] Define our approach to ensure all models and data usage are secure and compliant with current and emerging data protection laws. Go-to-Market (GTM) for AI Features: Support the planning, launch, and post-launch monitoring of new client-facing AI features and capabilities, ensuring smooth coordination across Product, Engineering, Data, Operations, and Compliance. Team Collaboration Product Leadership: Lead the product development process for the cross-functional AI Platform team, managing agile processes, backlogs, and planning sessions, and translating high-level [. .. ]
Job vor 10 Tagen bei Jooble gefunden
Scalable GmbH
Product Manager-AI Platform (m/f/x)
• Berlin Berlin, DE
Jobticket
[. .. ] shape their own finances. Scalable Broker makes it easy and affordable for clients to invest professionally in stocks, ETFs, cryptocurrencies, and derivatives, as well as set up [...]
MEHR INFOS ZUM STELLENANGEBOT
[...] savings plans. Scalable Wealth, the digital wealth management service, offers clients professional investment in ETF portfolios, and is also adopted as a white-label solution by banks and other B2B partners. The companys offerings are rounded off by attractive interest rates, loans, and private equity. With the European Investor Exchange, Scalable Capital offers an [. .. ] Podzuweit and Florian Prucker, they are working on a new generation of financial services. Visit our finance blog or check out our Social Media channels to find out what our Expert Teams have to say. Our Company Values guide us every day in how we work and collaborate. To learn more about them, you can find our values here (English) . Job Description As a Product Manager for the AI Platform, you will play a foundational role in defining, scaling, and [. .. ] Define our approach to ensure all models and data usage are secure and compliant with current and emerging data protection laws. Go-to-Market (GTM) for AI Features: Support the planning, launch, and post-launch monitoring of new client-facing AI features and capabilities, ensuring smooth coordination across Product, Engineering, Data, Operations, and Compliance. Team Collaboration Product Leadership: Lead the product development process for the cross-functional AI Platform team, managing agile processes, backlogs, and planning sessions, and translating high-level [. .. ]
Job am 09.04.2026 bei Jooble gefunden
Scalable GmbH
Product Manager-Taxation (m/f/x)
• Region München, Bayern; Regierungsbezirk Oberbayern; Bayern München, DE
Jobticket
[. .. ] shape their own finances. Scalable Broker makes it easy and affordable for clients to invest professionally in stocks, ETFs, cryptocurrencies, and derivatives, as well as set up [...]
MEHR INFOS ZUM STELLENANGEBOT
[...] savings plans. Scalable Wealth, the digital wealth management service, offers clients professional investment in ETF portfolios, and is also adopted as a white-label solution by banks and other B2B partners. The companys offerings are rounded off by attractive interest rates, loans, and private equity. With the European Investor Exchange, Scalable Capital offers an [. .. ] Podzuweit and Florian Prucker, they are working on a new generation of financial services. Visit our finance blog or check out our Social Media channels to find out what our Expert Teams have to say. Our Company Values guide us every day in how we work and collaborate. To learn more about them, you can find our values here (English) . Job Description This role can be based in either Berlin or Munich. Do terms like Double Taxation Agreements, Loss Pot [. .. ] Management: Coordinate resources, create timelines, and manage dependencies across teams to ensure optimal delivery of products. Agile Methodologies: Utilize agile methodologies to drive product development, facilitating regular ceremonies including sprint planning, retrospectives, and cross-team syncs to enhance collaboration and transparency. Qualifications Keen interest in the international taxation of clients capital gains on their financial products. Experience in product management ideally in the capital markets or, banking domains A natural curiosity that drives you to explore complex topics with multiple interdependencies [. .. ]
Job am 09.04.2026 bei Jooble gefunden
Scalable GmbH
Product Manager-Taxation (m/f/x)
• Berlin Berlin, DE
Jobticket
[. .. ] shape their own finances. Scalable Broker makes it easy and affordable for clients to invest professionally in stocks, ETFs, cryptocurrencies, and derivatives, as well as set up [...]
MEHR INFOS ZUM STELLENANGEBOT
[...] savings plans. Scalable Wealth, the digital wealth management service, offers clients professional investment in ETF portfolios, and is also adopted as a white-label solution by banks and other B2B partners. The companys offerings are rounded off by attractive interest rates, loans, and private equity. With the European Investor Exchange, Scalable Capital offers an [. .. ] Podzuweit and Florian Prucker, they are working on a new generation of financial services. Visit our finance blog or check out our Social Media channels to find out what our Expert Teams have to say. Our Company Values guide us every day in how we work and collaborate. To learn more about them, you can find our values here (English) . Job Description Do terms like Double Taxation Agreements, Loss Pot Offsetting, and Fi Fo or weighted average method pique your [. .. ] Management: Coordinate resources, create timelines, and manage dependencies across teams to ensure optimal delivery of products. Agile Methodologies: Utilize agile methodologies to drive product development, facilitating regular ceremonies including sprint planning, retrospectives, and cross-team syncs to enhance collaboration and transparency. Qualifications Keen interest in the international taxation of clients capital gains on their financial products. Experience in product management ideally in the capital markets or, banking domains A natural curiosity that drives you to explore complex topics with multiple interdependencies [. .. ]
Job am 08.04.2026 bei Jooble gefunden
Goldman Sachs
Wealth Management-Business Development Professional, Associate, Frankfurt/ Munich
• Regierungsbezirk Darmstadt; Hessen Frankfurt am Main, DE
Goldman Sachs Private
Wealth Management (PWM) specializes in creating comprehensive wealth management plans for ultra high net worth individuals and families, as well as select institutions, including foundations and [...]
MEHR INFOS ZUM STELLENANGEBOT
[...] endowments. PWM Teams work one-on-one with clients to advise and deliver customized strategies drawn from our deep investment experience, diverse wealth management capabilities [. .. ] 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 [. .. ]
Job am 08.04.2026 bei Jooble gefunden
Scalable GmbH
Product Manager-AI Platform (m/f/x)
• Region München, Bayern; Regierungsbezirk Oberbayern; Bayern München, DE
Jobticket
[. .. ] shape their own finances. Scalable Broker makes it easy and affordable for clients to invest professionally in stocks, ETFs, cryptocurrencies, and derivatives, as well as set up [...]
MEHR INFOS ZUM STELLENANGEBOT
[...] savings plans. Scalable Wealth, the digital wealth management service, offers clients professional investment in ETF portfolios, and is also adopted as a white-label solution by banks and other B2B partners. The companys offerings are rounded off by attractive interest rates, loans, and private equity. With the European Investor Exchange, Scalable Capital offers an [. .. ] Podzuweit and Florian Prucker, they are working on a new generation of financial services. Visit our finance blog or check out our Social Media channels to find out what our Expert Teams have to say. Our Company Values guide us every day in how we work and collaborate. To learn more about them, you can find our values here (English) . Job Description As a Product Manager for the AI Platform, you will play a foundational role in defining, scaling, and [. .. ] Define our approach to ensure all models and data usage are secure and compliant with current and emerging data protection laws. Go-to-Market (GTM) for AI Features: Support the planning, launch, and post-launch monitoring of new client-facing AI features and capabilities, ensuring smooth coordination across Product, Engineering, Data, Operations, and Compliance. Team Collaboration Product Leadership: Lead the product development process for the cross-functional AI Platform team, managing agile processes, backlogs, and planning sessions, and translating high-level [. .. ]
Job am 08.04.2026 bei Jooble gefunden
SAP
Value Sales Expert, Private Equity (f/m/d)
• Landkreis Groß- Gerau; Regierungsbezirk Darmstadt; Hessen Mörfelden- Walldorf, DE
[. .. ] belong. What s in it for you? Constant learning, skill growth, great benefits, and a team that wants you to grow and succeed. What you ll build [...]
MEHR INFOS ZUM STELLENANGEBOT
[...] The Value Sales Expert, Private Equity (f/m/d) is responsible for owning relationships end-to-end with investor clients and their portfolio companies: from strategic planning and deal support through implementation and value realization. You will collaborate closely with SAPs sales, solution, and partner ecosystem teams to deliver impactful, scalable results across the investment lifecycle. 1. Executive Relationship Management Build and manage trusted senior-level relationships with technology operating partners, CIOs, CFOs, and portfolio company leadership [. .. ] belong The Private Markets business within SAP is responsible for our engagement with leading investment firms and their portfolio companies-spanning Private Equity, Growth Equity, Venture Capital, Pension Funds, Sovereign Wealth Funds, Banks, and Asset Managers. We create measurable value for investors and their portfolio companies by enabling the adoption of SAP AI, Public Cloud, and industry-specific solutions. We work very closely with investor operating partners and portfolio company C-level executives to accelerate digital transformation, enhance operational performance, and [. .. ]
Job vor 3 Tagen bei Jobleads gefunden
Product Manager-Taxation (m/f/x)
• München, Bayern
Jobticket
[. .. ] shape their own finances. Scalable Broker makes it easy and affordable for clients to invest professionally in stocks, ETFs, cryptocurrencies, and derivatives, as well as set up [...]
MEHR INFOS ZUM STELLENANGEBOT
[...] savings plans. Scalable Wealth, the digital wealth management service, offers clients professional investment in ETF portfolios, and is also adopted as a white-label solution by banks and other B2B partners. The companys offerings are rounded off by attractive interest rates, loans, and private equity. With the European Investor Exchange, Scalable Capital offers an [. .. ] Podzuweit and Florian Prucker, they are working on a new generation of financial services. Visit our finance blog or check out our Social Media channels to find out what our Expert Teams have to say. Our Company Values guide us every day in how we work and collaborate. To learn more about them, you can find our values here (English) . Job Description Do terms like Double Taxation Agreements, Loss Pot Offsetting, and Fi Fo or weighted average method pique your [. .. ] Management: Coordinate resources, create timelines, and manage dependencies across teams to ensure optimal delivery of products. Agile Methodologies: Utilize agile methodologies to drive product development, facilitating regular ceremonies including sprint planning, retrospectives, and cross-team syncs to enhance collaboration and transparency. Qualifications Keen interest in the international taxation of clients capital gains on their financial products. Experience in product management ideally in the capital markets or, banking domains A natural curiosity that drives you to explore complex topics with multiple interdependencies [. .. ]
Job vor 3 Tagen bei Jobleads gefunden
Relationship Director-International Corporates
• Frankfurt, Hesse
Führungs-/ Leitungspositionen
[. .. ] 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 [...]
MEHR INFOS ZUM STELLENANGEBOT
[...] 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 operational risks associated with client relationships, and implementation of measures to minimise potential losses. Documentation of all client interactions, transactions, and agreements to ensure transparency and auditability, and communicate findings [. .. ] for change. Plan resources, budgets, and policies; manage and maintain policies/ processes; deliver continuous improvements and elevate breaches of policies/ procedures. If managing a team, they define jobs and responsibilities, planning for the departments future needs and operations, counselling employees on performance and contributing to employee pay decisions/ changes. They may also lead a number of specialists to influence the operations of a department, in alignment with strategic as well as tactical priorities, while balancing short and long term goals and [. .. ]
Job vor 6 Tagen bei Jobleads gefunden
• Berlin
[. .. ] insights into central operations and identify areas for improvement. Crossfunctional Collaboration: Work closely with the DACH Central and Up Center Operations teams, as well as internal stakeholders [...]
MEHR INFOS ZUM STELLENANGEBOT
[...] such as Supply Planning (S P) , Product, and Tech. What Were Looking For Strong academic background 3y+ years of experience in Operations, Consulting, Finance, or equivalent Fluency in German and in English Ability to be both operational and data driven Superior problemsolving skills Comfort with working in a fastpaced and changing environment Attention [. .. ] plan. Stock options give you the right to buy shares at a fixed price, so as Upway grows in value, so does your stake. Its a longterm opportunity to build wealth and purpose, side by side. You will benefit from a 15 discount on an ebike from our shop per year. You will receive public transport support to make commuting simpler and more sustainable, as well as phone allowance + brand new Macbook to work away. You will operate in an [. .. ] This will present great learning and growth opportunities. You will work on a great product. Electric and sustainable mobility will be ever present in your daytoday, and youll become an expert in these topics. You will enjoy exclusive offsites and team events to make time to connect and enjoy. Ready to Ride? Apply now via our platform. Feel free to include links to past campaigns, growth results, or anything youre proud of. Dont meet 100 of the criteria? Thats okay. If [. .. ]
Job am 10.04.2026 bei Jobleads gefunden
Value Sales Expert, Private Equity (f/m/d)
• Walldorf, Baden- Württemberg
[. .. ] and truly belong. Whats in it for you? Constant learning, skill growth, great benefits, and a team that wants you to grow and succeed. What youll build [...]
MEHR INFOS ZUM STELLENANGEBOT
[...] The Value Sales Expert, Private Equity (f/m/d) is responsible for owning relationships end-to-end with investor clients and their portfolio companies: from strategic planning and deal support through implementation and value realization. You will collaborate closely with SAPs sales, solution, and partner ecosystem teams to deliver impactful, scalable results across the investment lifecycle. 1. Executive Relationship Management Build and manage trusted senior-level relationships with technology operating partners, CIOs, CFOs, and portfolio company leadership [. .. ] belong The Private Markets business within SAP is responsible for our engagement with leading investment firms and their portfolio companies-spanning Private Equity, Growth Equity, Venture Capital, Pension Funds, Sovereign Wealth Funds, Banks, and Asset Managers. We create measurable value for investors and their portfolio companies by enabling the adoption of SAP AI, Public Cloud, and industry-specific solutions. We work very closely with investor operating partners and portfolio company C-level executives to accelerate digital transformation, enhance operational performance, and [. .. ]
Job am 07.04.2026 bei Jobleads gefunden
• Hamburg
Führungs-/ Leitungspositionen
[. .. ] on your own (at least 50 of the working time) . Be a mentor and train data scientists in the team to make them better in analysis, [...]
MEHR INFOS ZUM STELLENANGEBOT
[...] programming, communication, and planning. Be the owner of critical data science documentation (experiments, implementation details) . Align with the WAVE product team and adjoes Cloud Infrastructure team on priorities, implementation details, tools and best practices. Contribute to the companys strategic planning. Work on a long-term roadmap and quarterly OKRs. Who You Are You [. .. ] company lunch, tons of free snacks and drinks, free breakfast fresh delicious pastries every Monday Physical Mental Health Package: In-house gym with personal trainer, various classes like Yoga with expert teachers. Activity Package: Regular team and company events, hackathons. Education Package: Opportunities to boost your professional development with courses and trainings directly connected to your career goals Wealth building: virtual stock options for all our regular employees. Free of charge access to our EAP (Employee Assistance Program) which is a counseling service designed to support your mental health and well-being. Skip writing cover letters. Tell us about your most passionate personal project, your desired salary and your [. .. ]
Job am 05.04.2026 bei Jobleads gefunden
Senior Product Manager-Expansion (f/m/d)
• Berlin
Sabbaticals
[. .. ] investing as easy as spending money. Upvest 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 financial institutions can save resources and fully focus on their core business. We are proud to partner with Europes leading Fintechs and financial institutions such as DKB, Revolut, N26 and Raisin. Founded in 2017 by Martin Kassing, Upvest now [. .. ] we are looking for an exceptional Pensions Product Manager. You will work directly with Claire Goldschmidt and Mislav Ilich owning topics critical to Upvests product and business success: Bridge the wealth gap in Europe You will empower millions to own their future by dismantling barriers to long term investments, reducing complexity and increasing access via familiar leading fintechs and financial institutions. Revolutionise a new generation of pensions in Germany Deep-dive into the AVD (Altersvorsorgedepot) framework. Youll own the end-to-[. .. ] delight them. You have a clear bias for impact and speed in product discovery and delivery. Be a sponge We dont need you to be a finance or trading industry expert. But you will need to be able to absorb knowledge on complicated topics quickly (e. g. local tax regulations, financial regulator frameworks, asset classes, settlement flows) and combine with your expertise on product management best practices. Experience with product managers toolkits-such as product discovery, ticketing and documentation software (e. [. .. ]
Job am 28.03.2026 bei Jobleads gefunden
Führungs-/ Leitungspositionen
[. .. ] liquidity, balance sheet, as well as the Country Risk Framework and Business Risk Stress Testing Framework. Prepare ICARA reports covering Pillar 2 economic capital, stress testing, reverse [...]
MEHR INFOS ZUM STELLENANGEBOT
[...] stress testing, scenario planning, and related documentsincluding coordination, drafting, and review. Apply methodologies for calculating economic capital across various risks: market, counterparty credit, concentration, CVA, IRBB, structural FX, operational, and business risks. Design scenarios to fit JEGs risk taxonomy and overall risk profile. Complete quarterly assessments of capital adequacy and update ICA, integrating findings [. .. ] linking risk results to business planning. Help strengthen and improve firmwide stress testing, risk culture, and governance procedures. Person Specification The following skills and experience are essential for this role: Expert in prudential regulation, regulatory returns, and capital calculations (IFP/ IFR, Ma Risk, ICAAP, ILAAP) . Strong understanding of financial risk in investment banking, across a range of financial products including fixed income and equity (both cash and derivatives) . Solid foundation in statistics, econometrics, and modelling for risk. Works independently [. .. ] Fluent in spoken and written German and English. About Us Jefferies is a leading global, fullservice investment banking and capital markets firm that provides advisory, sales and trading, research, and wealth and asset management services. With more than 40 offices around the world, we offer insights and expertise to investors, companies, and governments. At Jefferies, we believe that diversity fosters creativity, innovation and thought leadership through the infusion of new ideas and perspectives. We have made a commitment to building a [. .. ]
Job am 26.03.2026 bei Jobleads gefunden
Product Manager-Expansion (f/m/d)
• Berlin
Sabbaticals
[. .. ] investing as easy as spending money. Upvest 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 financial institutions can save resources and fully focus on their core business. We are proud to partner with Europes leading Fintechs and financial institutions such as DKB, Revolut, N26 and Raisin. Founded in 2017 by Martin Kassing, Upvest now [. .. ] professionals from more than 70 nationalities. Were backed by worldclass investors such as Hedosophia, Sapphire, Bessemer Venture Partners, Black Rock, Earlybird, HV Capital, Notion Capital, and Motive Ventures. Bridge the wealth gap in Europe You will empower millions to own their future by dismantling barriers to longterm investments, reducing complexity and increasing access via familiar leading fintechs and financial institutions. Revolutionise a new generation of pensions in Germany Take a leading role in the transformation of Germanys pension landscape with the [. .. ] delight them. You have a clear bias for impact and speed in product discovery and delivery. Be a sponge We dont need you to be a finance or trading industry expert. But you will need to be able to absorb knowledge on complicated topics quickly (e. g. local tax regulations, financial regulator frameworks, asset classes, settlement flows) and combine with your expertise on product management best practices. Experience with product managers toolkits such as product discovery, ticketing and documentation software (e. [. .. ]
Job am 20.03.2026 bei Jobleads gefunden
• Zürich
Führungs-/ Leitungspositionen
Work-Life-Balance
[. .. ] Avaloq is continuously expanding its global footprint with around 2, 500 colleagues in 12 countries, and more than 170 clients in 35 countries. We are an industry-leading [...]
MEHR INFOS ZUM STELLENANGEBOT
[...] provider of wealth management technology and services for financial institutions around the world, including private banks and wealth managers, investment managers, as well as retail and neo banks. Our research led approach and continual innovation is powered by the passion and creativity of our colleagues. We are always looking for talented people to [. .. ] Job Description As the Head of FP A and Controlling, you are the architect of our financial future. This is a high-impact, strategic leadership position designed for a finance expert who can translate complex data into actionable business intelligence, partnering with the business to maximize the value of Avaloq. You will lead a high-performing multi-country team of 20+, overseeing everything from rigorous bottom-up budgeting to high-level strategic long-range planning and daily controllership for our departments. You will be the CFOs right hand, ensuring that our financial steering, business partnering, and controlling functions align perfectly with our growth targets. Key tasks Strategic financial planning analysis Lead the development of long-term financial strategies and 35 year models that support global [. .. ]
Job am 13.03.2026 bei Jobleads gefunden
Senior Wealth Advisor-MENAT
• Genf
Beratungs-/ Consultingtätigkeiten
Locations Rue Du Rhone 35, Geneva, CH-GE, 1204, CH Job Schedule Full time Job Description The
Wealth Advisor will work with our MENAT (Middle East North Africa Turkey) banking [...]
MEHR INFOS ZUM STELLENANGEBOT
[...] team based in Geneva, working together with our Bankers, Investors, Lending Advisors, and the Global Wealth Advisors teams to fulfil our clients complex, long-term needs. We are looking for a talented candidate with excellent communication and organizational [. .. ] skills needed include expertise in how UHNW individuals hold, protect, structure and transfertheir wealth, based on their goals. This includes strategies for family wealth and family business, such as succession planning, preparing for liquidity events, family strategy, etc. Whilst J. P. Morgan does not provide tax or legal advice, Wealth Advisors play an important role as sounding boards for our clients and prospects, providing information and guidance regarding succession planning needs, help them develop their family wealth and governance strategies, and [. .. ] risk/ control agenda; participate in appropriate control forums Facilitate the risk assessment and onboarding of complex structures Qualifications: A proven track record in working with UHNWI clients Recognised thought leader/ expert with solid knowledge and experience of private client legal and tax concepts Lawyers with a background in private client matters are also appreciated Commercial mindset and ability to work towards clearly defined metrics Genuine interest in developing in the fields of succession planning, family governance, family office and philanthropy strategies, [. .. ]
Job am 03.02.2026 bei Jobleads gefunden
Performance Marketing Expert (Berlin)
• Berlin
Our mission is to enable everyone to build
wealth We reinvent how trading and investing work by creating exceptional products people love. Fostering a culture of excellence and high [...]
MEHR INFOS ZUM STELLENANGEBOT
[...] velocity is the key to our success. oday, we serve over 5 million clients, with more than 30 billion in assets under management-a testament to the scale and trust weve built in just a few years. The role Were looking for a Performance Marketing Expert to join our Growth team and help drive and scale our paid advertising. This is a handson, endtoend role for someone who thrives in a highperformance environment and wants to raise the bar every day. Youll own planning, execution, testing, optimisation, and reporting across multiple channels, with a strong focus on impact, efficiency, and measurable results. What youll do Set up and manage paid campaigns across Google, Meta, Apple Search Ads, X, Reddit or other channels Ensure our martech stack enables bestinclass tracking, attribution, and reporting to support [. .. ]
Job am 26.01.2026 bei Jobleads gefunden
Data Science Director (Programmatic Data Science) (f/m/d)
• Hamburg
Führungs-/ Leitungspositionen
[. .. ] company lunch, tons of free snacks and drinks, free breakfast fresh delicious pastries every Monday-Physical Mental Health Package: In-house gym with personal trainer, various classes like Yoga [...]
MEHR INFOS ZUM STELLENANGEBOT
[...] with expert teachers. -Activity Package: Regular team and company events, hackathons. -Education Package: Opportunities to boost your professional development with courses and trainings directly connected to your career goals-Wealth building: virtual stock options for all our regular employees. -Free of charge access to our EAP (Employee Assistance Program) which is a counseling service designed to support your mental health and well-being. -Grow and manage a data science team: hire new team members, organize routines in the team, set [. .. ] on your own (at least 50 of the working time) . -Be a mentor and train data scientists in the team to make them better in analysis, programming, communication, and planning. -Be the owner of critical data science documentation (experiments, implementation details) . -Align with the WAVE product team and adjoes Cloud Infrastructure team on priorities, implementation details, tools and best practices. -Contribute to the companys strategic planning. Work on a long-term roadmap and quarterly OKRs. manage search # # [. .. ]
Job am 22.01.2026 bei Jobleads gefunden
Data Science Director (Programmatic Data Science) (f/m/d)
• Hamburg
Führungs-/ Leitungspositionen
[. .. ] on your own (at least 50 of the working time) . Be a mentor and train data scientists in the team to make them better in analysis, [...]
MEHR INFOS ZUM STELLENANGEBOT
[...] programming, communication, and planning. Be the owner of critical data science documentation (experiments, implementation details) . Align with the WAVE product team and adjoes Cloud Infrastructure team on priorities, implementation details, tools and best practices. Contribute to the companys strategic planning. Work on a long-term roadmap and quarterly OKRs. Who You Are You [. .. ] company lunch, tons of free snacks and drinks, free breakfast fresh delicious pastries every Monday Physical Mental Health Package: In-house gym with personal trainer, various classes like Yoga with expert teachers. Activity Package: Regular team and company events, hackathons. Education Package: Opportunities to boost your professional development with courses and trainings directly connected to your career goals Wealth building: virtual stock options for all our regular employees. Free of charge access to our EAP (Employee Assistance Program) which is a counseling service designed to support your mental health and well-being. Skip writing cover letters. Tell us about your most passionate personal project, your desired salary and your [. .. ]
Job am 22.12.2025 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, [...]
MEHR INFOS ZUM STELLENANGEBOT
[...] including 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 [. .. ]
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 24 offene Stellenanzeigen für Wealth Planning Expert Jobs.
Wieviele Unternehmen suchen nach Bewerbern für Wealth Planning Expert Jobs?
Aktuell suchen 5 Unternehmen nach Bewerbern für Wealth Planning Expert Jobs.
Welche Unternehmen suchen nach Bewerbern für Wealth Planning Expert Stellenangebote?
Aktuell suchen zum Beispiel folgende Unternehmen nach Bewerbern für Wealth Planning Expert Stellenangebote:
- Scalable Capital (4 Jobs)
- Scalable GmbH (4 Jobs)
- Goldman Sachs (1 Job)
- SAP (1 Job)
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 (6 Jobs) und Hamburg (3 Jobs) angeboten.
Zu welchem Berufsfeld gehören Wealth Planning Expert Jobs?
Wealth Planning Expert Jobs gehören zum Berufsfeld Vermögensberatung & -verwaltung.
