9 Jobs für Wealth Planning Expert
Stellenangebote Wealth Planning Expert Jobs
Job vor 9 Tagen bei Mindmatch.ai gefunden
Bitpanda
• AT- 9 Wien
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 financial [...]
MEHR INFOS ZUM STELLENANGEBOT
[...] freedom for now and the future. Our user-friendly, trade-everything platform empowers both first-time investors and seasoned experts to invest in [. .. ] and optimise our Atlassian Cloud products at an enterprise scale while establishing standardised configurations, schemes, and governance models to prevent system bloat. Drive Advanced Solutions: Act as a subject matter expert to analyse complex business requirements from cross-functional stakeholders, translating them into scalable, robust technical solutions from needs analysis to delivery and documentation. Empower Data-Driven Decisions: Design advanced Jira reports, high-level dashboards, and customised planning views for leadership and various business units. Automate Integrate: Build advanced automations and integrations with other enterprise tools using 3rd party apps and REST APIs. Mentorship Enablement: Conduct specialised training for employees, advocate for Atlassian best practices across the company, and mentor junior team members to elevate the teams overall [. .. ]
Job vor 9 Tagen bei Mindmatch.ai gefunden
Bybit Limited
• AT- 9 Wien
[. .. ] financial platforms, serving over 80 million users across more than 200 countries and regions. Powered by worldclass technology and a userfirst mindset, Bybit delivers a seamless ecosystem [...]
MEHR INFOS ZUM STELLENANGEBOT
[...] across trading, payments, wealth management, custody, institutional services, and Web3 connecting users to the future of digital finance. Our core values define how we build. We listen, care and improve to create products and experiences that put users first. Backed by a global team of ambitious builders, problemsolvers, and innovators, we foster a highperformance [. .. ] expand its global presence while building the infrastructure for the next generation of financial services. Role Summary Support Bybit EUs Internal Audit function as a senior audit professional responsible for planning and executing audit engagements across European operations. You will deliver highquality audit work, drive project execution, and contribute to the continuous improvement of the audit framework under the direction of the Head of Internal Audit (EU) . This is a handson execution role you will personally conduct audit fieldwork, produce [. .. ]
Job am 18.08.2026 bei Jobleads gefunden
Führungs-/ Leitungspositionen
[. .. ] An entrepreneurial environment where your ideas are valued A commitment to accelerated career growth and continuous learning We serve an elite client base of ultra-high-net-worth and emerging-
wealth [...]
MEHR INFOS ZUM STELLENANGEBOT
[...] individualsincluding entrepreneurs, athletes, entertainers, and business ownersproviding sophisticated, high-touch advisory services across: Trust, Corporate, Individual, Estate Gift, Partnership, Private Foundation, Captive Insurance, and International Taxation If youre looking to do meaningful, complex work in a collaborative and forward-thinking firmthis is it. The Opportunity: Tax Director We are seeking a motivated and experienced Tax Director to join our growing team. In this role, you will be responsible for overseeing the firms tax compliance and planning services for our UHNW clients. This role includes leading a team of tax professionals, managing complex tax engagements, and providing strategic tax advisory services. The ideal candidate will have extensive experience in tax planning and compliance, particularly with UHNW clients. What Youll Do Leadership and Management Lead and mentor a [. .. ] tax strategies that align with clients financial goals and mitigate tax liabilities Client Engagement Build and maintain strong relationships with UHNW clients, understanding their unique financial situations and objectives Provide expert advice on year-end planning, estate and gift tax planning, and captive insurance planning Act as the primary point of contact for clients, addressing tax-related concerns and questions Strategic Advisory Stay abreast of the latest tax laws and regulations, ensuring DBTA practices remain current and compliant Advise clients on [. .. ]
Job vor 4 Tagen bei Jobleads gefunden
[. .. ] bodies, and the wider firm, ensuring our policy efforts are effective and commercially sensitive. Your key responsibilities will be: Providing regulatory advice to the business, acting as [...]
MEHR INFOS ZUM STELLENANGEBOT
[...] a subject matter expert on policy. Ownership of the firms compliance policy framework. Leading on regulatory horizon scanning and anticipating upcoming regulatory changes. Providing regular updates and change impact assessments for the Director of Regulation. Engaging proactively with internal and external stakeholders to support our culture of compliance. This role is ideal for someone [. .. ] the role and develop your skills and experience further through CPD and other development opportunities. At Redmayne Bentley, our goal is to provide excellent personal investment services that enhance clients wealth. It is an exciting time to be part of our firm, having recently launched our new five-year business plan to improve, grow and accelerate. We will achieve this through seeking operational and productivity improvements, growing the investment management and financial planning services, leveraging and protecting existing income lines and considering new acquisition opportunities. As one of the UKs largest independent investment management and stockbroking firms, we are committed to building a modern and diverse workplace where our people are offered unique opportunities to learn, grow and develop across the financial sector. [. .. ]
Job vor 13 Tagen bei Jobleads gefunden
• Genf
Führungs-/ Leitungspositionen Beratungs-/ Consultingtätigkeiten
Responsibilities Business Results Work as a team with Latam advisors to deliver on regional business priorities as well as the objectives of the
Wealth Advisory team across EMEA Support and [...]
MEHR INFOS ZUM STELLENANGEBOT
[...] lead specific initiatives across the Latam space (e. g. , intermediary outreach, family offices, family governance, philanthropy and next generation initiatives, events) Teamwork Partner with the Bankers, Investors and Lending Advisors to support and coordinate delivering first-class service to our clients and prospects Proactively inform the team about strategic initiatives, industry trends and regulatory changes affecting the wealth planning universe Foster a collaborative and inclusive environment that supports growth and development Work as a team with the EMEA Wealth Advisors team and with all the JP Morgan Wealth Advisors teams around the world Client/ Customer/ Stakeholder Identify and deliver appropriate solutions addressing the needs of clients and a variety [. .. ] 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 23.08.2026 bei Jobleads gefunden
• Berlin
Führungs-/ Leitungspositionen
[. .. ] for its customers since its founding in 2016. The opportunity: Taxfix is going AIfirst with full speed-and Finance at Taxfix is leading by example: We are looking [...]
MEHR INFOS ZUM STELLENANGEBOT
[...] for an expert professional who will be leading both the transformation of financial processes and implementation of AI in the Taxfix financial systems infrastructure. The focus is on improving our core operational finance processes further through automation and bestinclass practices-and to keep evolving them as AI reshapes whats possible both inside and [. .. ] platform. This role demands subject matter expertise in finance, technology, and leadership across dialogues with senior leaders, product and technology experts, as well as incumbent finance team to ensure both planning and implementing of the financial systems infrastructure roadmap over time while ensuring resilience, compliance, cost effectiveness, and scalability. Your impact will be visible across the firm including the most senior stakeholders. Youll define and own the roadmap end-to-end, from architecture decisions and change, to handson ERP configurations and [. .. ] So are we. Learn more about Team Taxfix on our blog and get a glimpse of our culture. At Taxfix, we believe that incredible things happen when you have a wealth of perspectives and experiences. Were proudly committed to equal employment and development opportunities no matter your gender, race, religion, age, sexual orientation, colour, disability, or place of origin. To help mitigate any potential unconscious biases, we ask that you refrain from including your picture, age, or marital status on your [. .. ]
Job am 18.08.2026 bei Jobleads gefunden
Senior Business IT Engineer, Atlassian Cloud
• Wien
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 first-time investors and seasoned experts to invest in [. .. ] and optimise our Atlassian Cloud products at an enterprise scale while establishing standardised configurations, schemes, and governance models to prevent system bloat. Drive Advanced Solutions: Act as a subject matter expert to analyse complex business requirements from cross-functional stakeholders, translating them into scalable, robust technical solutions from needs analysis to delivery and documentation. Empower Data-Driven Decisions: Design advanced Jira reports, high-level dashboards, and customised planning views for leadership and various business units. Automate Integrate: Build advanced automations and integrations with other enterprise tools using 3rd party apps and REST APIs. Mentorship Enablement: Conduct specialised training for employees, advocate for Atlassian best practices across the company, and mentor junior team members to elevate the teams overall [. .. ]
Job am 18.08.2026 bei Jobleads gefunden
• München, Bayern
Führungs-/ Leitungspositionen
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 Translate company and business goals into clear engineering priorities, operating models, and measurable outcomes for your teams Actively [. .. ] Science, Engineering, Sciences, or equivalent practical experience A proven track record of leading and scaling engineering organizations, directly mentoring Engineering Managers and Staff Engineers, and driving staffing, performance, and organizational planning A deep passion about people management, coaching, and career development. You take immense pride in building healthy, inclusive environments where engineers and managers can do the best work of their careers Exceptional communication and analytical skills in both the technical and product domains. You know how to translate technical realities [. .. ]
Job am 18.08.2026 bei Jobleads gefunden
• Berlin
Beratungs-/ Consultingtätigkeiten
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 [. .. ] the value of Upvest to prospective clients and develop a deep understanding of their business needs. Youll enable Europes top financial services companies and fintechs to build stateoftheart brokerage and wealth propositions-an opportunity to think holistically about their investment strategy and the broader infrastructure ecosystem. Acting as a trusted technical advisor, youll become a recognised expert in Upvests product offering and the investment infrastructure market, driving crossfunctional collaboration across sales, product, engineering, operations and banking to develop comprehensive solutions. Ultimately, youll help drive Upvests revenue by enabling and unblocking clients through to contract and ensuring a successful handover to our client launch team. What youll do: [. .. ]
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 9 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 (2 Jobs), Bayern (1 Jobs) und Sachsen (0 Jobs) angeboten.
Zu welchem Berufsfeld gehören Wealth Planning Expert Jobs?
Wealth Planning Expert Jobs gehören zum Berufsfeld Vermögensberatung & -verwaltung.
