28 Jobs für Wealth Planning Expert
Stellenangebote Wealth Planning Expert Jobs
Job vor 5 Tagen bei Mindmatch.ai gefunden
LGT Private Banking
• AT- 9 Wien
Sabbaticals Jobticket
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Wealth Planner (m/f/d) role at LGT Private Banking 2 days ago Be among the first 25 applicants Get AI-powered advice on this job and more [...]
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[...] exclusive features. Direct message the job poster from LGT Private Banking About Us LGT Bank Österreich, a branch of LGT Bank AG, is [. .. ] Work. In the Medium category (100-249 employees) , we improved to 4th place and even achieved 1st place among financial institutions. Your challenge Collaboration on legal issues within Wealth Planning Austria (succession planning, asset structuring, etc. ) Assuming responsibility for organizational and administrative tasks to relieve the team (research, presentations, correspondence, publications) Development of wealth strategies and examination of possible structures for the realization of individual goals of our clients Providing information to our clients regarding longterm strategic wealth planning [. .. ] of client meetings with the Relationship Managers Proactive and efficient support in the acquisition and expansion of longterm client relationships in the upscale private banking segment Interface function to internal expert teams Involvement and cooperation in various strategic banking projects Your profile Higher education in law, financial administration, banking or business administration; preferably a degree in law studies Experience in the areas of inheritance law, foundations (holistic wealth planning in the environment of complex, international asset and family relationships of HNWIs/ [. .. ]
Job am 28.10.2025 bei Jobleads gefunden
(Senior) Application Security Architect (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 [...]
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[...] savings plans. Scalable Wealth, the digital wealth management service, offers clients professional investment in ETF portfolios, and is also adopted as a whitelabel 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 exchange [. .. ] 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 Application Security Architect you will support the embedding of security into all phases of the SDLC. This includes collaborating [. .. ] Evaluate, implement, and manage application security tools such as SAST, DAST, and IAST solutions. Participate in incident response activities related to application security breaches, including root cause analysis and remediation planning. Provide training and guidance to development teams on secure coding practices and emerging security threats. Qualifications Bachelors or Masters degree in Computer Science, Information Security, or a related field. Extensive experience in application security, software development, or related roles. Proven experience with secure coding practices, security assessments, authentication/ authorisation design, [. .. ]
Job gestern bei Jobleads gefunden
• 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 [...]
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[...] 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 [. .. ]
Job vor 5 Tagen 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 [...]
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[...] 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+) [. .. ]
Job vor 5 Tagen bei Jobleads gefunden
• Rüti (ZH) , Zürich Zuerich
Führungs-/ Leitungspositionen
[. .. ] 100 Our multidisciplinary Family Office HNWI team within the Tax Legal practice helps family offices, private equity investors, entrepreneurs, and high-net worth individuals to achieve their objectives, [...]
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[...] implement their wealth strategies around the world, and establish long-term structures fit for the future. To further strengthen our team, we are looking for an experienced Director in our Zurich office. How you can make an impact: Together with our team and colleagues from other Deloitte service lines, you will provide comprehensive, high-end tax advice to our clients (e. g. , relocation from/to Switzerland, tax-compliant wealth structuring, succession planning, charitable organisation, trusts, reorganisations) Grow your own client base and building-up Deloittes market eminence with the support of the Deloitte Partners Develop your full potential in a working environment characterized by team spirit, trust, and mutual support Lead and mentor a team of tax professionals, fostering technical excellence and [. .. ] professional experience in providing tax advise to family offices, entrepreneurs, private equity investors and/or high-net worth individuals (e. g. , law firm, Big4, private banks) Certified Swiss tax expert or similar education Excellent network in the Swiss market (e. g. , banks, multi-family offices) and ability to build client relationships and grow own client base Existing client base welcomed High motivation to strengthen the own client base and support Deloitte Switzerlands growth strategy Pragmatic problem-solving approach, self-[. .. ]
Job vor 7 Tagen bei Jobleads gefunden
Director Strategy and Business Development
Führungs-/ Leitungspositionen
[. .. ] within Alcoa, you can help fulfill our purpose and realise our vision to build a legacy of excellence for future generations. This is an opportunity for you [...]
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[...] to bring your wealth of experience and help shape the future of Alcoa. About the Role Are you ready to take the lead in driving growth and shaping the future of a global leader in the aluminium industry? As a Director of Strategy and Business Development you will drive strategy, portfolio, and business development [. .. ] you can bring to the role A Bachelors degree and MBA (or equivalent experience) . 810 years in the aluminium or minerals industry, with at least 35 years in strategic planning and analysis. Expertise in business case development, financial modelling and project concept/ feasibility analysis. Strong project management, stakeholder engagement, and negotiation skills. Ability to lead cross-functional teams without direct reporting lines. Exceptional presentation and communication skills for executive-level audiences. Experience in strategy or corporate development environments, ideally within [. .. ] Noongar land. The office is conveniently close to public transport and parking, and hosts employees from various business functions, including Commercial, Finance, Sustainability, Communications, and Human Resources, as well as expert teams supporting local and global locations. Our head office offers modern, open-plan working facilities and excellent end-of-trip amenities within a state-of-the-art building. We are values led, vision driven and united by our purpose of transforming raw potential into real progress. Our commitments to Inclusion, [. .. ]
Job vor 13 Tagen bei Jobleads gefunden
• 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 [...]
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[...] 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. You will be successful in this role if You 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 [. .. ] 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 Clevel, in both German [. .. ]
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 [...]
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[...] 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, [. .. ]
Job am 09.11.2025 bei Jobleads gefunden
• 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 [...]
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[...] 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. [. .. ]
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 [...]
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[...] 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 [. .. ]
Job am 26.10.2025 bei Jobleads gefunden
• 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 [...]
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[...] 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 [. .. ]
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 [...]
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[...] 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 [. .. ]
Job am 21.10.2025 bei Jobleads gefunden
• Frankfurt, Hesse
[. .. ] analyze global tax risks and ensure compliance (IFRIC 23) Support digital transformation and M A projects from tax accounting perspective Address challenges from BEPS2.0/ Pillar II and [...]
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[...] support group tax planning strategies Drive Automation AI Initiatives for Tax Reporting Compliance Support tax audit requests around CIT Develop and ensure solid Internal Controls Design and maintain tax training materials Manage external tax advisory firms and GBS R2R teams Requirements Masters degree in Business Administration, Finance or related field Minimum 5 years of experience in BIG4 or similar inhouse tax department Strong experience in IFRS (IAS12) Certified Tax Expert or CPA as a must Selfdriven personality with strong analytical and communication skills Ability to manage multiple tasks and prioritize in a fastpaced environment High level of integrity with strong sense of immediacy Experience turning strategic vision into operational models Familiarity with regulated environments and handson, pragmatic approach Our Offer [. .. ] inclusion are essential to our success. We strive to cultivate a workplace where all employees feel welcomed, respected, supported, and valued. Our diverse workforce allows us to tap into a wealth of perspectives, experiences, and capabilities that drive innovation. We are committed to ensuring equal opportunities for professional growth and advancement across all levels of the organization, based on objective criteria and regardless of gender, gender identity, race, ethnicity, religion, protected veteran status, age, disability, sexual orientation or other aspects of [. .. ]
Job am 16.10.2025 bei Jobleads gefunden
Central Operations Manager, DACH (Up Center) (f/m/d)
• Berlin
[. .. ] to operate efficiently, thanks to automation and data-driven decision-making Cross-functional Collaboration: Work closely with DACH Up Center Operations teams, as well as internal stakeholders such as Supply [...]
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[...] Planning (S P) , Product, and Tech. What Were Looking For Strong academic background 3+ years of experience in Operations, Consulting, Finance, or equivalent Fluency in English Ability to be both operational and data driven Superior problem solving skills Comfort with working in a fast-paced and changing environment Attention to [. .. ] 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 long-term opportunity to build wealth and purpose, side by side. You will benefit from a 15 discount on an e-bike 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 [. .. ] present great learning and growth opportunities. You will work on a great product. Electric and sustainable mobility will be ever present in your day-to-day, 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 15.10.2025 bei Jobleads gefunden
• Berlin
[. .. ] into central operations and identify areas for improvement. Cross-functional Collaboration: Work closely with the DACH Central and Up Center Operations teams, as well as internal stakeholders such [...]
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[...] as Supply Planning (S P) , Product, and Tech. What you will need: 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 problem solving skills Comfort with working in a fast-paced and changing [. .. ] 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 long-term opportunity to build wealth and purpose, side by side. You will benefit from a 15 discount on an e-bike 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 [. .. ] present great learning and growth opportunities. You will work on a great product. Electric and sustainable mobility will be ever present in your day-to-day, and youll become an expert in these topics. You will enjoy exclusive offsites and team events to make time to connect and enjoy. Seniority level Seniority level Associate Employment type Employment type Full-time Job function Job function Management and Manufacturing Industries Internet Marketplace Platforms Referrals increase your chances of interviewing at Upway by 2x [. .. ]
Job am 12.10.2025 bei Jobleads gefunden
(Senior) Manager Tax Reporting Compliance (m/f/d)
• Frankfurt, Hesse
Work-Life-Balance
[. .. ] tax risks and ensure compliance (IFRIC 23) Support digital transformation and M A projects from tax accounting perspective Address challenges from BEPS 2.0/ Pillar II and support [...]
MEHR INFOS ZUM STELLENANGEBOT
[...] group tax planning strategies Drive Automation AI Initiatives for Tax Reporting Compliance Support tax audit requests around CIT Develop and ensure solid Internal Controls Design and maintain tax training materials Manage external tax advisory firms and GBS R2R teams Requirements Masters degree in Business Administration, Finance or related field Minimum 5 years of experience in BIG4 or similar in-house tax department Strong experience in IFRS (IAS12) Certified Tax Expert or CPA as a must Self-driven personality with strong analytical and communication skills Ability to manage multiple tasks and prioritize in a fast-paced environment High level of integrity with strong sense of immediacy Experience turning strategic vision into operational models Familiarity with regulated environments and hands-on, pragmatic [. .. ] inclusion are essential to our success. We strive to cultivate a workplace where all employees feel welcomed, respected, supported, and valued. Our diverse workforce allows us to tap into a wealth of perspectives, experiences, and capabilities that drive innovation. We are committed to ensuring equal opportunities for professional growth and advancement across all levels of the organization, based on objective criteria and regardless of gender, gender identity, race, ethnicity, religion, protected veteran status, age, disability, sexual orientation or other aspects of [. .. ]
Job am 06.10.2025 bei Jobleads gefunden
[. .. ] career to the next level in a dynamic and forward-thinking environment, we want you on our team At Pennywise Tax Strategies, we are leaders in providing comprehensive [...]
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[...] income tax planning and strategy, from a designed tax plan to implementation and inclusion in the tax return. Our mission is to help business owners build and keep wealth by finding opportunities within tax law to pay less in taxes. We pride ourselves on our collaborative culture and commitment to excellence. Responsibilities Strategic Tax Planning: Develop and implement innovative tax strategies to optimize client financial outcomes. Advisory Services: Provide expert advice on tax compliance, planning, and risk management. This may include using spreadsheets, calculators, and input into tax forms. You will need to be willing to support in this way. Client Representation: Strategically represent clients in tax audits, disputes, and litigation. Research Analysis: Stay current with changes in tax law, [. .. ]
Job am 02.10.2025 bei Jobleads gefunden
Digital Client Investment Manager (Mensch)
• Düsseldorf, Nordrhein- Westfalen
Flexible Arbeitszeiten Jobticket 30+ Urlaubstage Work-Life-Balance
[. .. ] Ticket, Wellhub oder das Job Bike. Be yourself: Vielfalt und Chancengleichheit. Das bewegst du: Als Digital Client Investment Manager (Mensch) bist du erster Ansprechpartner für unsere Client [...]
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[...] Service- und Digital Planning Teams, wenn es um digitale Einkaufskonditionen für unsere Kunden und Budgetsteuerungsthemen geht. Du bist vertraut mit der deutschen digitalen Vermarkterlandschaft und deren Angebotsportfolio und übernimmst folgende Aufgaben: Du erarbeitest als Teil agiler New Business- und Pitchteams die Preis- und Angebotsgestaltung digitaler Medien für potenzielle Neukunden. Du führst kundenindividuelle Konditionenverhandlungen mit [. .. ] Planungsteams und digitalen Marktpartnern und leitest Investment-Strategien ab. Du stehst in engem Kontakt zu großen nationalen Digitalvermarktern und verhandelst übergreifende Einkaufskonditionen sowie Jahrescommitments; Umsetzung der Konditionen wird mit unseren Expert-Units sichergestellt. Du übernimmst die operative Angebotserstellung und Steuerung der digitalen Tradinginventare für unsere Kunden. Das zeichnet dich aus: Du hast ein Studium oder kaufmännische Ausbildung absolviert und verfügst über Berufserfahrung in der Medienlandschaft (z. B. Digital Investment-Management, Mediaplanung/-beratung, Digital Campaign-Activation, Digitaler Mediaeinkauf) . Du bist verhandlungsstark [. .. ] Financial Institutions Cologne, North Rhine-Westphalia, Germany 2 weeks ago Cologne, North Rhine-Westphalia, Germany 3 days ago Cologne, North Rhine-Westphalia, Germany 4 hours ago (Senior) Manager Financial Services-Wealth Asset Management Advisory I Digital Crypto (w/m/d) Were unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI. #J-18808-Ljbffr 64144892 [. .. ]
Job am 29.09.2025 bei Jobleads gefunden
• Zürich
Beratungs-/ Consultingtätigkeiten
[. .. ] knowledge, to offer our clients consulting expertise, complex technology and package integration, transformation delivery and managed services to move their organizations forward. We specialize primarily in banking [...]
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[...] payments, capital markets, wealth asset management, insurance and energy We have a collaborative and efficient approach We help our clients successfully innovate, increase revenue, manage risk and regulatory change, reduce costs and enhance controls We serve our clients from 32 offices across the Americas, Europe, and Asia Pacific If creativity and innovation are your [. .. ] Capco, we will train and support you to help accelerate your career. YOUR CAPCO DAY Participate in dynamic projects for clients in the Asset, Wealth and Investment Management industry Provide expert advice to clients in defining and developing products and offerings in the investment space, improving investment processes as well as front-to-back processing of investment activities Deal with all aspects along the value chain of investment management Perform Vendor and Solution provider assessments e. g. for Portfolio Management Systems Steer and contribute to all project phases from strategic planning to implementation alongside internal and external stakeholders across business, operations, data and IT YOUR CAPCO-FIT Educational Background: University degree (Finance, Business, Economics, Business Mathematics, or related fields) Professional Experience: Minimum of 5 years of experience in asset management consulting, with a clear specialization and proven track record in asset [. .. ]
Job am 26.09.2025 bei Jobleads gefunden
Family Office HNWI Director-Tax Legal
• Zürich
Führungs-/ Leitungspositionen
[. .. ] 100 Our multidisciplinary Family Office HNWI team within the Tax Legal practice helps family offices, private equity investors, entrepreneurs, and high-net worth individuals to achieve their objectives, [...]
MEHR INFOS ZUM STELLENANGEBOT
[...] implement their wealth strategies around the world, and establish long-term structures fit for the future. To further strengthen our team, we are looking for an experienced Director in our Zurich office. How you can make an impact: Together with our team and colleagues from other Deloitte service lines, you will provide comprehensive, high-end tax advice to our clients (e. g. , relocation from/to Switzerland, tax-compliant wealth structuring, succession planning, charitable organisation, trusts, reorganisations) Grow your own client base and build up Deloittes market eminence with the support of the Deloitte Partners Develop your full potential in a working environment characterized by team spirit, trust, and mutual support Lead and mentor a team of tax professionals, fostering technical excellence and [. .. ] professional experience in providing tax advice to family offices, entrepreneurs, private equity investors and/or high-net worth individuals (e. g. , law firm, Big4, private banks) Certified Swiss tax expert or similar education Excellent network in the Swiss market (e. g. , banks, multi-family offices) and ability to build client relationships and grow own client base Existing client base welcomed High motivation to strengthen the own client base and support Deloitte Switzerlands growth strategy Pragmatic problem-solving approach, self-[. .. ]
Job am 22.08.2025 bei Jobleads gefunden
Senior Lending Advisor EMEA-ED Frankfurt Germany Vice President
• Frankfurt, Hesse
Führungs-/ Leitungspositionen
Goldman Sachs Private Bank provides competitive borrowing and cash management solutions for UHNW clients that are strategically integrated with our clients
wealth management goals. Our experienced team partners with [...]
MEHR INFOS ZUM STELLENANGEBOT
[...] 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 Services We offer a medical advocacy service for employees [. .. ]
Job am 15.08.2025 bei Jobleads gefunden
Wealth Planner (m/f/d)
• Wien
Beratungs-/ Consultingtätigkeiten
Join to apply for the
Wealth Planner (m/f/d) role at LGT Private Banking 2 days ago Be among the first 25 applicants Get AI-powered advice on this job and [...]
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[...] more exclusive features. Direct message the job poster from LGT Private Banking About Us LGT Bank Österreich, a branch of LGT Bank AG, is [. .. ] Work. In the Medium category (100-249 employees) , we improved to 4th place and even achieved 1st place among financial institutions. Your challenge Collaboration on legal issues within Wealth Planning Austria (succession planning, asset structuring, etc. ) Assuming responsibility for organizational and administrative tasks to relieve the team (research, presentations, correspondence, publications) Development of wealth strategies and examination of possible structures for the realization of individual goals of our clients Providing information to our clients regarding longterm strategic wealth planning [. .. ] of client meetings with the Relationship Managers Proactive and efficient support in the acquisition and expansion of longterm client relationships in the upscale private banking segment Interface function to internal expert teams Involvement and cooperation in various strategic banking projects Your profile Higher education in law, financial administration, banking or business administration; preferably a degree in law studies Experience in the areas of inheritance law, foundations (holistic wealth planning in the environment of complex, international asset and family relationships of HNWIs/ [. .. ]
Job am 11.08.2025 bei Jobleads gefunden
(Senior) Finance Manager (m/f/x)
• München, Bayern
Jobticket
[. .. ] shape their financial future. Scalable Broker makes it easy and affordable for clients to invest professionally in stocks, ETFs and other exchange-traded products and set up savings [...]
MEHR INFOS ZUM STELLENANGEBOT
[...] 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 renowned B2B partners. With the European Investor Exchange (EIX) Scalable Capital offers a stock exchange for retail investors in Europe. Over 27 billion euro is held on the [. .. ] 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) . Scalable Capital is a leading digital investment platform in Europe. The company empowers everyone to shape their financial future. Scalable [. .. ] learn more about them, you can find our values here (English) . Job Description You will be responsible for owning and driving a wide range of finance-related projects (business planning, setting up booking/ mapping logics, driving efficiencies by further automating processes, etc. ) You will take over the preparation, review, and coordination of annual statements and audits You will be responsible for coordinating tasks with internal teams as well as external partners You will be significantly involved in regular reporting [. .. ]
Job am 21.07.2025 bei Jobleads gefunden
Senior Solutions Consultant (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 [. .. ] successful handover to our client launch team. What You Can Expect From This Role Enable Europes top financial services companies and fintechs to build state-of-the-art 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 deep-dives, proposals and architecture overviews, youll support prospective clients decision making, as well as supporting the smooth transition of projects to the client launch [. .. ]
Job am 19.07.2025 bei Jobleads gefunden
Data Science Lead (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 [. .. ]
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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 28 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 Nordrhein-Westfalen (1 Jobs) angeboten.
Zu welchem Berufsfeld gehören Wealth Planning Expert Jobs?
Wealth Planning Expert Jobs gehören zum Berufsfeld Vermögensberatung & -verwaltung.
