39 Jobs für Wealth Planning Expert
Stellenangebote Wealth Planning Expert Jobs
Job vor 14 Tagen bei Mindmatch.ai gefunden
Bitpanda
• AT- 9 Wien
Absolventen, Einsteiger, Trainees Homeoffice möglich
We simplify
wealth creation. Founded in 2014 in Vienna, Austria by Eric Demuth, Paul Klanschek and Christian Trummer, were here to help people trust themselves enough to build their financial [...]
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[...] freedom for now and the future. Our user-friendly, trade-everything platform empowers both first-time investors and seasoned experts to invest in [. .. ] manage end-to-end creative processes, ensuring brand consistency across all touchpoints and contribute to the continuous improvement of our brand experience. What Youll Do Visual Strategy Execution: Lead the planning, coordination, and delivery of creative assets for brand campaigns, product communications and marketing initiatives. Stakeholder Management: Collaborate closely with internal teams including Brand, Marketing, Product, and Communications to align on requirements, gather input, and ensure timely, accurate delivery of all design materials. Design Research Trends: Conduct research on design trends, [. .. ] ownership of the brands visual representation within a dynamic environment. Communication: Exceptional written and verbal communication skills in both English and German; additional languages are a significant advantage. Technical Proficiency: Expert level in design and collaboration software, including Adobe Creative Suite, Figma and Google Workspace. Whats in it for you Flexibility to work where you thrive Enjoy the freedom of our Hybrid working model, combining onsite collaboration and remote work, with an additional 25 days per year to work from a [. .. ]
Job vor 14 Tagen bei Mindmatch.ai gefunden
Bitpanda
Senior Risk Officer
• AT- 9 Wien
Homeoffice möglich
We simplify
wealth creation. Founded in 2014 in Vienna, Austria by Eric Demuth, Paul Klanschek and Christian Trummer, were here to help people trust themselves enough to build their 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 [. .. ] Fintech and Digital Asset environments. Solid understanding across a broad spectrum of nonfinancial risk types (e. g. operations, compliance, financial crime, information security, technology, financial reporting, etc) . Control Assurance Expert Skilled in planning and executing control monitoring, testing, and auditstyle reviews within complex financial institutions. Regulatory Market Insight Solid understanding of the regulatory environment for financial services as well as digital assets, and the full financial product lifecyclefrom licensing to settlementpaired with strong market awareness. Proactive Impact Oriented Selfstarter who thrives in dynamic [. .. ]
Job am 22.02.2026 bei Mindmatch.ai gefunden
Black Pen Recruitment
• AT- 9 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 17.02.2026 bei Mindmatch.ai gefunden
E Fundresearch
Wealth Planner (m f x)
• AT- 9 Wien
Jobticket
[. .. ] Great Place to Work. In the Medium category (100-249 employees) , we improved to 4th place and even achieved 1st place among financial institutions. Collaboration on legal [...]
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[...] 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 long-term strategic wealth [. .. ] client meetings with the Relationship Managers Proactive and efficient support in the acquisition and expansion of long-term client relationships in the upscale private banking segment Interface function to internal expert teams Involvement and cooperation in various strategic banking projects 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/ UHNWIs) Ideally, [. .. ]
Job am 31.01.2026 bei Mindmatch.ai gefunden
LGT Private Banking
• AT- 9 Wien
Sabbaticals Jobticket
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 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 22.01.2026 bei Jobleads gefunden
Senior Product Manager for Sim Corp Dimension/ Asset Management Products (m/f/d)
• München, Bayern
Work-Life-Balance
[. .. ] operational requirements Close collaboration with the Business Product Owner in a shared responsibilities model Managing business requirements and consulting business to fulfill business strategy, using market and [...]
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[...] technical innovation knowledge Planning and aligning product roadmap with business on basis of target architecture, including necessary technical and security refactoring Being overall responsible for the whole service life-cycle for asset management front office products and services Being in charge for the product costs and management of the involved external staff (including procurement [. .. ] for all application changes Support audits, compliance, and security requirements related to system operations and data integrity Your profile University degree, preferably in computer science, business administration, or similar qualification Expert level in SCD Front Office modules; ideally additionally ESG modules and Fix Trading Experience in Cloud infrastructure (MS Azure) and API usage is a plus (SQL, Python, JSON) Advanced business knowledge about asset and investment management processes Experience with ITIL processes to collaborate with infrastructure, operation, development and technical architecture [. .. ] learning is a key differentiator and critical for building new skills and accelerating growth. Career Mobility: we actively support career mobility, and our strong global and regional presence offers a wealth of career growth opportunities for you. Rewards Recognition Competitive salary: appropriate compensation for your high level of commitment. Retirement provision: state of the art in-house pension solutions. Work-life balance: promoting the compatibility of family and work in addition to overall work-life balance. Health management: focus on your [. .. ]
Job am 16.01.2026 bei Jobleads gefunden
• München, Bayern
[. .. ] operational requirements. Close collaboration with the Business Product Owner in a shared responsibilities model. Managing business requirements and consulting business to fulfill business strategy, using market and [...]
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[...] technical innovation knowledge. Planning and aligning product roadmap with business on basis of target architecture, including necessary technical and security refactoring. Being overall responsible for the whole service lifecycle for asset management front office products and services. Being in charge for the product costs and management of the involved external staff (including procurement and [. .. ] for all application changes. Support audits, compliance, and security requirements related to system operations and data integrity. Your profile University degree, preferably in computer science, business administration, or similar qualification. Expert level in SCD Front Office modules; ideally additionally ESG modules and Fix Trading. Experience in Cloud infrastructure (MS Azure) and API usage is a plus (SQL, Python, JSON) . Advanced business knowledge about asset and investment management processes. Experience with ITIL processes to collaborate with infrastructure, operation, development and technical [. .. ] learning is a key differentiator and critical for building new skills and accelerating growth. Career Mobility: we actively support career mobility, and our strong global and regional presence offers a wealth of career growth opportunities for you. Rewards Recognition Competitive salary: appropriate compensation for your high level of commitment. Retirement provision: state of the art inhouse pension solutions. Worklife balance: promoting the compatibility of family and work in addition to overall worklife balance. Health management: focus on your physical and mental [. .. ]
Job vor 3 Tagen bei Jobleads gefunden
SAP PP/ PS Specialist (m/f/d)
• Weingarten, Baden- Württemberg
[. .. ] to build a better future through advanced technology. Role Overview As an SAP PP/ PS Specialist, you will be responsible for designing, implementing, and supporting all processes [...]
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[...] related to production planning and project systems. You will work closely with business stakeholders and end users, primarily based in Germany at our Stuttgart site, to ensure stable processes in the dedicated area. Reporting line to our SAP ERP Manager. Key Responsibilities Act as a key contact and consultant for business departments regarding all [. .. ] and conduct enduser training sessions Profile Bachelors degree in Information Technology, Business Administration, or related field SAP PP/ PS certification preferred. Experience: 5+ years as an SAP PP/ PS consultant/ expert, with handson experience in ECC/ R3 environments. PS expertise is very much appreciated. You may apply as well if you have a basic knowledge and want to develop further into the PS area. Technical Skills: Strong knowledge of Production Planning (PP) and Project Systems (PS) modules, ideally in manufacturing or [. .. ] project management processes. Shape what matters for tomorrow Who We Are Coperion is an industry leader in compounding and extrusion, feeding and weighing, bulk material handling and service, bringing a wealth of knowhow and experience to the market. Customers benefit from Coperions divisions of Polymer, Equipment Systems, and Service that are optimally networked on a global basis to offer ultimate support in the design, manufacturing and implementation of ideal systems. Staffed by engineers, chemists, technicians and a variety of industry experts, [. .. ]
Job vor 3 Tagen bei Jobleads gefunden
• 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 [...]
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[...] 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 vor 4 Tagen bei Jobleads gefunden
Senior Wealth Advisor-MENAT
• Genf
Beratungs-/ Consultingtätigkeiten
The
Wealth Advisor will work with our MENAT (Middle East North Africa Turkey) banking team based in Geneva, working together with our Bankers, Investors, Lending Advisors, and the Global [...]
MEHR INFOS ZUM STELLENANGEBOT
[...] Wealth Advisors teams to fulfil our clients complex, long-term needs. We are looking for a talented candidate with excellent communication and organizational [. .. ] needed include expertise in how UHNW individuals hold, protect, structure and transfer their 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 vor 10 Tagen bei Jobleads gefunden
• Zürich
Beratungs-/ Consultingtätigkeiten
[. .. ] what changes are needed to stay compliant. Understand sufficiently the commercial aspects of protection plans, such as pricing and reinsurance, as part of development process. Act as [...]
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[...] a retail protection expert across the business, helping other areas as required. Develop and maintain a network of experts in all relevant areas. What are we looking for? An understanding of the advised and UK Life market is required, with additional experience in the non-advised market being preferred. Experience in the UK Retail [. .. ] design. Take action to manage your personal development. Specifically, committed to developing your protection subject matter expertise to provide technical advice and guidance across the business. Experience of supporting the planning and development of marketing/ take to market content to support launch of product developments and tactical campaigns As an inclusive employer we want to ensure that all candidates feel comfortable and are able to perform at their best during the interview. Youll have the opportunity to let us know of [. .. ] on our peoples wellbeing from a physical, mental, social and financial perspective. We work with our wellbeing partners and industry experts to provide the best advice and access to a wealth of lifestyle support. Were also committed to continuous improvement and we offer access to a comprehensive range of training and development opportunities. Were passionate about supporting employees to help others by getting involved in volunteering, charitable and community activity. Our charitable arm, Zurich Community Trust, is one of the longest-[. .. ]
Job vor 11 Tagen bei Jobleads gefunden
Wealth Planner (m/f/d)
• Wien
Beratungs-/ Consultingtätigkeiten
Sabbaticals Jobticket
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 [...]
MEHR INFOS ZUM STELLENANGEBOT
[...] 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 28.02.2026 bei Jobleads gefunden
• Walldorf, Baden- Württemberg
Value Sales
Expert, Private Equity (f/m/d) We help the world run better At SAP, we keep it simple: you bring your best to us, and well bring out the [...]
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[...] best in you. Were builders touching over 20 industries and 80 of global commerce, and we need your unique talents to help [. .. ] succeed. What youll build 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 28.02.2026 bei Jobleads gefunden
Senior Risk Officer
• Wien
Homeoffice möglich
We simplify
wealth creation. Founded in 2014 in Vienna, Austria by Eric Demuth, Paul Klanschek and Christian Trummer, were here to help people trust themselves enough to build their [...]
MEHR INFOS ZUM STELLENANGEBOT
[...] financial freedom for now and the future. Our user-friendly, trade-everything platform empowers both first-time investors and seasoned experts to invest in [. .. ] Fintech and Digital Asset environments. Solid understanding across a broad spectrum of nonfinancial risk types (e. g. operations, compliance, financial crime, information security, technology, financial reporting, etc) . Control Assurance Expert Skilled in planning and executing control monitoring, testing, and auditstyle reviews within complex financial institutions. Regulatory Market Insight Solid understanding of the regulatory environment for financial services as well as digital assets, and the full financial product lifecyclefrom licensing to settlementpaired with strong market awareness. Proactive Impact Oriented Selfstarter who thrives in dynamic [. .. ]
Job am 17.02.2026 bei Jobleads gefunden
• Wien
Beratungs-/ Consultingtätigkeiten
Jobticket
[. .. ] Great Place to Work. In the Medium category (100-249 employees) , we improved to 4th place and even achieved 1st place among financial institutions. Collaboration on legal [...]
MEHR INFOS ZUM STELLENANGEBOT
[...] 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 long-term strategic wealth [. .. ] client meetings with the Relationship Managers Proactive and efficient support in the acquisition and expansion of long-term client relationships in the upscale private banking segment Interface function to internal expert teams Involvement and cooperation in various strategic banking projects 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/ UHNWIs) Ideally, [. .. ]
Job am 06.02.2026 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 [. .. ]
Job am 03.02.2026 bei Jobleads gefunden
• 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. Today, 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
• 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 20.01.2026 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 am 19.01.2026 bei Jobleads gefunden
Product Manager-AI Platform (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 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 18.01.2026 bei Jobleads gefunden
Product Manager-Wealth (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 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) . Job Description We are hiring two Product Managers for our Wealth Tribe. If you believe you are a good fit [. .. ] Scalable Capital services, ensuring that all product offerings are cohesive and enhance the overall client experience. 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. Market Analysis Competitor Insights: Conduct ongoing market research and competitive analysis to inform product decisions and maintain a strong understanding of industry trends. We are seeking a passionate and experienced Product Manager (PM) to lead our Wealth B2B partnership ecosystem. [. .. ]
Job am 26.12.2025 bei Jobleads gefunden
Product Manager for SAP Real Estate/ Open Text (m/f/d)
• München, Bayern
[. .. ] inclusive Open Text SAP Docu Link, the Open Text Desktop Link and related Workflows within the SAP S/ 4Hana Real Estate Maintaining the Invoice Workflow functionality within [...]
MEHR INFOS ZUM STELLENANGEBOT
[...] the Insider smart Fix Planning and aligning product roadmaps with business departments based on target architecture, including necessary technical and security refactoring Initiating projects and conducting implementation of change requests, planning and executing product releases, conducting signoff procedures Taking responsibility for the product costs and for management of external staff (including procurement and provider management) [. .. ] monitoring and analysis of the service quality and identifying potential areas for optimization Escalating critical issues to IT Management Your profile University degree, preferably in engineering/ IT or similar qualification Expert level in SAP S/ 4Hana, SAP Archive Link, Open Text SAP Docu Link, Open Text Desktop Link Expert level in SAP Workflow and Insider smart Fix Basis level in SAP S/ 4Hana with focus on the SAP modules FI, FI-AA, RE-FX and MM Advanced business knowledge of asset and [. .. ] learning is a key differentiator and critical for building new skills and accelerating growth. Career Mobility: We actively support career mobility, and our strong global and regional presence offers a wealth of career growth opportunities for you. Rewards Recognition Competitive salary: appropriate compensation for your high level of commitment. Retirement provision: state of the art inhouse pension solutions. Worklife balance: promoting the compatibility of family and work in addition to overall worklife balance. Health management: focus on your physical and mental [. .. ]
Job am 25.12.2025 bei Jobleads gefunden
Manager-Tax
[. .. ] Lead with Technical Authority : Manage and mentor a team of talented accountants while overseeing complex tax matters for a diverse portfolio of clients. Be a Trusted [...]
MEHR INFOS ZUM STELLENANGEBOT
[...] Specialist : Provide expert tax planning and compliance services that optimise client outcomes while ensuring full regulatory compliance. A Reputation for Excellence : Join a firm with a 75year legacy of trust, quality, and client success. Career Growth Development : We invest in your leadership potential with mentorship, structured learning, and professional development opportunities. What Youll [. .. ] years in providing professional and dependable support across business strategic advisory, accounting, taxation, audit, international investment advisory, risk assurance, corporate recovery insolvency, technology innovation, selfmanaged superannuation, HR, finance lending and wealth management. How to Apply Opportunities like this at Bentleys dont come up often. Click the Apply button to start your application. #J-18808-Ljbffr 73386839 [. .. ]
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 [. .. ]
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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 39 offene Stellenanzeigen für Wealth Planning Expert Jobs.
Wieviele Unternehmen suchen nach Bewerbern für Wealth Planning Expert Jobs?
Aktuell suchen 12 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 (6 Jobs)
- Bitpanda (2 Jobs)
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- E Fundresearch (1 Job)
- LGT Private Banking (1 Job)
- PNUD Argentina (1 Job)
In welchen Bundesländern werden die meisten Wealth Planning Expert Jobs angeboten?
Die meisten Stellenanzeigen für Wealth Planning Expert Jobs werden derzeit in Bayern (7 Jobs), Berlin (5 Jobs) und Baden-Württemberg (3 Jobs) angeboten.
Zu welchem Berufsfeld gehören Wealth Planning Expert Jobs?
Wealth Planning Expert Jobs gehören zum Berufsfeld Vermögensberatung & -verwaltung.
