29 Jobs für Wealth Planning Specialist
Stellenangebote Wealth Planning Specialist Jobs
Job am 30.11.2025 bei Neuvoo.com gefunden
Hypo Vereinsbank Member of Uni Credit
• Hamburg
Jobticket
[. .. ] strategic product positioning, seamless execution, and high levels of client satisfaction. What youll be doing Promote and support the sales of onemarkets product solutions across HVBs internal [...]
MEHR INFOS ZUM STELLENANGEBOT
[...] Retail, Private Banking, Wealth Management and Corporate Networks Serve as the primary contact for HVB client advisors regarding product-related topics, product positioning, storytelling and market updates. Conduct regular product trainings, webinars, and in-person sessions to enhance advisor knowledge and engagement. Organization and execution of end-client events in coordination with local HVB [. .. ] Inclusion is a responsibility we recognize and embrace. #Care Now For Later-We will continue to take care of you in the future. Because apart from monthly salary payments, retirement planning is a topic you should not wait until later to deal with. Therefore, we support your financial provision for retirement from day one. #Dont Stop Moving-Enjoy the flexibility of Wellhub: You will have access to over 2, 900 fitness, leisure, and wellness facilities across Germany and to 53, [. .. ]
Job am 30.11.2025 bei Neuvoo.com gefunden
Hypo Vereinsbank Member of Uni Credit
onemarkets Investment Products Specialist (m/f/d) - Hypo Vereinsbank Member of Uni Credit
• Hessen Frankfurt
Jobticket
[. .. ] strategic product positioning, seamless execution, and high levels of client satisfaction. What youll be doing Promote and support the sales of onemarkets product solutions across HVBs internal [...]
MEHR INFOS ZUM STELLENANGEBOT
[...] Retail, Private Banking, Wealth Management and Corporate Networks Serve as the primary contact for HVB client advisors regarding product-related topics, product positioning, storytelling and market updates. Conduct regular product trainings, webinars, and in-person sessions to enhance advisor knowledge and engagement. Organization and execution of end-client events in coordination with local HVB [. .. ] Inclusion is a responsibility we recognize and embrace. #Care Now For Later-We will continue to take care of you in the future. Because apart from monthly salary payments, retirement planning is a topic you should not wait until later to deal with. Therefore, we support your financial provision for retirement from day one. #Dont Stop Moving-Enjoy the flexibility of Wellhub: You will have access to over 2, 900 fitness, leisure, and wellness facilities across Germany and to 53, [. .. ]
Job am 12.11.2025 bei Neuvoo.com gefunden
Hypo Vereinsbank Member of Uni Credit
onemarkets Investment Products Specialist (m/f/d) - Hypo Vereinsbank Member of Uni Credit
• Bavaria Munich
Jobticket
[. .. ] strategic product positioning, seamless execution, and high levels of client satisfaction. What youll be doing Promote and support the sales of onemarkets product solutions across HVBs internal [...]
MEHR INFOS ZUM STELLENANGEBOT
[...] Retail, Private Banking, Wealth Management and Corporate Networks Serve as the primary contact for HVB client advisors regarding product-related topics, product positioning, storytelling and market updates. Conduct regular product trainings, webinars, and in-person sessions to enhance advisor knowledge and engagement. Organization and execution of end-client events in coordination with local HVB [. .. ] Inclusion is a responsibility we recognize and embrace. #Care Now For Later-We will continue to take care of you in the future. Because apart from monthly salary payments, retirement planning is a topic you should not wait until later to deal with. Therefore, we support your financial provision for retirement from day one. #Dont Stop Moving-Enjoy the flexibility of Wellhub: You will have access to over 2, 900 fitness, leisure, and wellness facilities across Germany and to 53, [. .. ]
Job am 07.08.2025 bei Jobleads gefunden
Director Presales (m/f/d) - DACH area
• München, Bayern
Führungs-/ Leitungspositionen
[. .. ] professional experience in product and project management for software in the B2B sector, ideally as a product owner for web-based applications You have a structured way of [...]
MEHR INFOS ZUM STELLENANGEBOT
[...] working, strong planning and organisational skills and are capable of understanding complex interrelationships You have pronounced negotiating and communication skills and are highly assertive You have experience in stakeholder management You are able to demonstrate methodological knowledge for the analysis of customer requirements and competitor products You feel at home reconciling the requirements [. .. ] Metropolitan Area 2 weeks ago Engagement Director (Sales) - Industrial and Automative Sector Director Institutioneller Vertrieb/ Equity Sourcing Placement Management (w/m/d) Director Sales Biophotonics Materials-Europe Director, Cybersecurity Specialist Sales (DACH) Director, Cybersecurity Specialist Sales (DACH) (Junior) Sales Director Investments-Financial Institutions Director, Cybersecurity Specialist Sales (DACH) Sales Director for Wealth Management/ UHNWI solutions (m/w/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 57642473 [. .. ]
Job gestern bei Jobleads gefunden
• Zürich Zuerich
Beratungs-/ Consultingtätigkeiten
[. .. ] be involved in all facets of Client Onboarding, Client Data Maintenance and KYC Rolling Review but you will continue to gain invaluable new experiences as you work [...]
MEHR INFOS ZUM STELLENANGEBOT
[...] closely with Private Wealth Management Sales, Legal, Compliance, Technology, Finance Global Operations in a fast paced and stimulating role. OUR IMPACT Operations is a dynamic, multi-faceted division that partners with all parts of the firm to deliver banking, sales and trading and asset management capabilities to clients around the world. In addition, Operations [. .. ] These generally include medical, dental, short-term disability, long-term disability, life, accidental death, labor accident and business travel accident insurance. 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 gestern bei Jobleads gefunden
Manager-Tax
Add expected salary to your profile for insights Bentleys Queensland-Manager Tax At Bentleys Queensland, we go beyond compliance we deliver
specialist tax insights that drive growth, manage risk, and create [...]
MEHR INFOS ZUM STELLENANGEBOT
[...] longterm value for our clients. As a Tax Manager, youll play a pivotal role in delivering highlevel tax advisory and compliance solutions while guiding and developing a team of professionals. Our core values Insightful, Authentic, Dynamic, Connected define our culture and [. .. ] Technical Authority : Manage and mentor a team of talented accountants while overseeing complex tax matters for a diverse portfolio of clients. Be a Trusted 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 vor 3 Tagen bei Jobleads gefunden
• Konz, Rheinland- Pfalz
Beratungs-/ Consultingtätigkeiten
[. .. ] Recruitment Process Interested candidates should submit their application, only your CV, to Moovijob. com. One Life Several reasons One Life exists to overturn conventional attitudes to life [...]
MEHR INFOS ZUM STELLENANGEBOT
[...] assurance. As a specialist in this area with close to 30 years experience, we develop cross-border financial planning solutions for wealthy clients across Europe. Whether its a question of longterm savings, inheritance planning or simply understanding how to better manage your wealth, we are dedicated to providing sophisticated, compliant and innovative solutions that are crafted to suit each individual and their evolving needs. Together with a solid network of select partners including private banks, family offices and independent financial advisers our dynamic team of international experts offers a fresh approach that helps [. .. ]
Job vor 6 Tagen bei Jobleads gefunden
onemarkets Investment Products Specialist (m/f/d)
• Hamburg, München, Frankfurt, Bayern, Hesse
Jobticket
Apply as onemarkets Investment Products
Specialist (m/f/d) General Information Investment Products drives and oversees the distribution of onemarkets product solutions including onemarkets Funds, Structured Products, and other core product linesacross [...]
MEHR INFOS ZUM STELLENANGEBOT
[...] the internal sales and advisory channels of Uni Credit Bank Gmb H (HVB) in Germany. What youll be doing Promote and support the sales of onemarkets product solutions across HVBs internal Retail, Private Banking, Wealth Management and Corporate Networks Serve as the primary contact for HVB client advisors regarding product-related topics, product positioning, storytelling and market updates. Conduct regular product trainings, webinars, and in-person sessions to enhance advisor knowledge and engagement. Organization and execution of end-client events in coordination with local HVB [. .. ] Inclusion is a responsibility we recognize and embrace. #Care Now For Later-We will continue to take care of you in the future. Because apart from monthly salary payments, retirement planning is a topic you should not wait until later to deal with. Therefore, we support your financial provision for retirement from day one. #Dont Stop Moving-Enjoy the flexibility of Wellhub: You will have access to over 2, 900 fitness, leisure, and wellness facilities across Germany and to 53, [. .. ]
Job vor 7 Tagen bei Jobleads gefunden
Senior Paraplanner Inner City North 125k Exclusive to Jenner Recruitment our client is looking to grow their team with the addition of a Senior Paraplanner. Our Client Ourclient is a [...]
MEHR INFOS ZUM STELLENANGEBOT
[...] specialist wealth management firm who provide their clients with objective advice and are currently seeking a Senior Paraplannerto join their successful team and growing business. Pridingthemselves on being specialists in their field, they offer their clients the best advice and value possible. With over 10 years within the industry, they are well established [. .. ] market and legislative changes; and Other duties as required. About You You will be currently working as an Intermediate Paraplanner for at least2 years, and have an understanding of Financial Planning strategies. You will also need to possess the following: RG146 compliant with a Diploma in Financial Planning or equivalent tertiary qualification At least 2 years+ working as a paraplanner and currently be employed within the financial planningindustry XPlanfinancial planning software experience is well regarded High attention to detail andwell organised [. .. ]
Job vor 7 Tagen bei Jobleads gefunden
onemarkets Investment Products Specialist (m/f/d)
• München, Bayern
Jobticket
onemarkets Investment Products
Specialist (m/f/d) 6 days ago Be among the first 25 applicants Investment Products drives and oversees the distribution of onemarkets product solutions including onemarkets Funds, Structured Products, [...]
MEHR INFOS ZUM STELLENANGEBOT
[...] and other core product lines across the internal sales and advisory channels of Uni Credit Bank Gmb H (HVB) in Germany. It serves [. .. ] strategic product positioning, seamless execution, and high levels of client satisfaction. What Youll Be Doing Promote and support the sales of onemarkets product solutions across HVBs internal Retail, Private Banking, Wealth Management and Corporate Networks Serve as the primary contact for HVB client advisors regarding productrelated topics, product positioning, storytelling and market updates Conduct regular product trainings, webinars, and inperson sessions to enhance advisor knowledge and engagement Organize and execute endclient events in coordination with local HVB advisors Collaborate with marketing [. .. ] shaping innovation and providing fresh perspectives Commitment to a fair and inclusive working environment, supporting people with disabilities and LGBTQI+ colleagues, and ensuring equal opportunities for everyone Support for retirement planning from day one, with a focus on financial provision for retirement Access to over 2, 900 fitness, leisure and wellness facilities across Germany and 53, 000 partner facilities worldwide through Wellhub; discounted rates on Job Rad leasing and a free Deutschlandticket for 29 per month Support of physical and mental [. .. ]
Job vor 7 Tagen bei Jobleads gefunden
Corporate Tax Legal Counsel
• Biesdorf, Rheinland- Pfalz
Beratungs-/ Consultingtätigkeiten
[. .. ] Recruitment Process Interested candidates should submit their application, only your CV, to Moovijob. com. One Life Several reasons One Life exists to overturn conventional attitudes to life [...]
MEHR INFOS ZUM STELLENANGEBOT
[...] assurance. As a specialist in this area with close to 30 years experience, we develop cross-border financial planning solutions for wealthy clients across Europe. Whether its a question of longterm savings, inheritance planning or simply understanding how to better manage your wealth, we are dedicated to providing sophisticated, compliant and innovative solutions that are crafted to suit each individual and their evolving needs. Together with a solid network of select partners including private banks, family offices and independent financial advisers our dynamic team of international experts offers a fresh approach that helps [. .. ]
Job vor 8 Tagen bei Jobleads gefunden
Investment Service Specialist-Long Short (Remote)
Beratungs-/ Consultingtätigkeiten
About
Wealth Enhancement Wealth Enhancement is an independent wealth management firm with an endless passion for enriching the lives of our clients. We continually seek to perfect our craft [...]
MEHR INFOS ZUM STELLENANGEBOT
[...] of personalized financial planning with our team-based Roundtable and Uni Fi processes that go far beyond the standard approach. We proudly provide unique financial plans and investment management services to over 80, 000 households from our over 140 offices-and growing-nationwide. Since 1997, Wealth Enhancement has tirelessly raised the standard of wealth management with specialized knowledge and more attentive service that helps every client craft their future. For more information, please visit We are seeking a Trading Services Specialist to support trading operations across our Investment Services platform. In this role, youll collaborate with internal teams and custodians to ensure accurate trade execution and reconciliation. Youll play a key part in resolving trade discrepancies promptly, mitigating operational risk, and driving process improvements that enhance efficiency and compliance. In the [. .. ]
Job vor 8 Tagen bei Jobleads gefunden
• Zürich
Beratungs-/ Consultingtätigkeiten
[. .. ] be involved in all facets of Client Onboarding, Client Data Maintenance and KYC Rolling Review but you will continue to gain invaluable new experiences as you work [...]
MEHR INFOS ZUM STELLENANGEBOT
[...] closely with Private Wealth Management Sales, Legal, Compliance, Technology, Finance Global Operations in a fast paced and stimulating role. OUR IMPACT Operations is a dynamic, multi-faceted division that partners with all parts of the firm to deliver banking, sales and trading and asset management capabilities to clients around the world. In addition, Operations [. .. ] off from work to recharge by providing generous vacation entitlements and a minimum of three weeks expected vacation usage each year. Financial Wellness Retirement We assist employees in saving and planning for retirement, offer financial support for higher education, and provide a number of benefits to help employees prepare for the unexpected. We offer live financial education and content on a variety of topics to address the spectrum of employees priorities. Health We offer a medical advocacy service for employees and [. .. ]
Job vor 8 Tagen bei Jobleads gefunden
Investment Service Specialist-Trading (Remote)
About
Wealth Enhancement Wealth Enhancement is an independent wealth management firm with an endless passion for enriching the lives of our clients. We continually seek to perfect our craft [...]
MEHR INFOS ZUM STELLENANGEBOT
[...] of personalized financial planning with our team-based Roundtable and Uni Fi processes that go far beyond the standard approach. We proudly provide unique financial plans and investment management services to over 80, 000 households from our over 140 offices-and growing-nationwide. Since 1997, Wealth Enhancement has tirelessly raised the standard of wealth management with specialized knowledge and more attentive service that helps every client craft their future. For more information, please visit We are seeking an Investment Service Specialist to support trading operations across our Investment Services platform. In this role, youll collaborate with internal teams and custodians to ensure accurate trade execution and reconciliation. Youll play a key part in resolving trade discrepancies promptly, mitigating operational risk, and driving process improvements that enhance efficiency and compliance. In the [. .. ]
Job vor 10 Tagen bei Jobleads gefunden
• Konz, Rheinland- Pfalz
Absolventen, Einsteiger, Trainees
[. .. ] could change your life Internship agreement with a school (6 months up to 1 year) The mission One Life is a Luxembourg life insurance company specialised in [...]
MEHR INFOS ZUM STELLENANGEBOT
[...] cross-border financial planning solutions for wealthy clients across Europe and beyond. The open position is to assist in One Life day-to-day Business Coordination Team, which tasks includes onboarding and relationship management of Asset Managers, Custodian Banks and brokers (i. e. partners) . Main objectives of the role Expertise : Provide support [. .. ] We encourage all applications and would be pleased to welcome you for an interview. One Life. Several reasons One Life exists to overturn conventional attitudes to life assurance. As a specialist in this area with close to 35 years experience, we develop cross-border financial planning solutions for wealthy clients across Europe and beyond. Whether its a question of long-term savings, inheritance planning or simply understanding how to better manage your wealth, we are dedicated to providing sophisticated, compliant and innovative solutions that are crafted to suit each individual and their evolving needs. Together with a solid network of select partners including private banks, family offices and independent financial advisers our dynamic team of international experts offers a fresh approach that helps [. .. ]
Job vor 14 Tagen bei Jobleads gefunden
IT Junior Software Engineer Trainee (1 year)
• Konz, Rheinland- Pfalz
Absolventen, Einsteiger, Trainees
IT Junior Software Engineer Trainee (1 year) This opportunity could change your life The mission One Life is a Luxembourg life insurance company specialised in cross-border financial
planning solutions [...]
MEHR INFOS ZUM STELLENANGEBOT
[...] for wealthy clients across Europe and beyond. To support our growth, we are looking for the right candidate to join our passionate IT development team. The purpose of the Junior Software Engineer Trainee is to develop and to maintain our business applications. He is responsible for designing, developing reliable [. .. ] Recruitment Process Interested candidates should submit their application, only your CV, via Moovijob. com. One Life. Several reasons One Life exists to overturn conventional attitudes to life assurance. As a specialist in this area with close to 35 years experience, we develop cross-border financial planning solutions for wealthy clients across Europe and beyond. Whether its a question of long-term savings, inheritance planning or simply understanding how to better manage your wealth, we are dedicated to providing sophisticated, compliant and innovative solutions that are crafted to suit each individual and their evolving needs. Together with a solid network of select partners including private banks, family offices and independent financial advisers our dynamic team of international experts offers a fresh approach that helps [. .. ]
Job vor 14 Tagen bei Jobleads gefunden
• Ralingen, Rheinland- Pfalz
Absolventen, Einsteiger, Trainees
IT Junior Software Engineer Trainee (1 year) This opportunity could change your life The mission One Life is a Luxembourg life insurance company specialised in cross-border financial
planning solutions [...]
MEHR INFOS ZUM STELLENANGEBOT
[...] for wealthy clients across Europe and beyond. To support our growth, we are looking for the right candidate to join our passionate IT development team. The purpose of the Junior Software Engineer Trainee is to develop and to maintain our business applications. He is responsible for designing, developing reliable [. .. ] Recruitment Process Interested candidates should submit their application, only your CV, via Moovijob. com. One Life. Several reasons One Life exists to overturn conventional attitudes to life assurance. As a specialist in this area with close to 35 years experience, we develop cross-border financial planning solutions for wealthy clients across Europe and beyond. Whether its a question of long-term savings, inheritance planning or simply understanding how to better manage your wealth, we are dedicated to providing sophisticated, compliant and innovative solutions that are crafted to suit each individual and their evolving needs. Together with a solid network of select partners including private banks, family offices and independent financial advisers our dynamic team of international experts offers a fresh approach that helps [. .. ]
Job am 10.12.2025 bei Jobleads gefunden
Manager Regulatory Advisory-Financial Services (m/w/d)
• Frankfurt, Hesse
Flexible Arbeitszeiten Betriebliche Altersvorsorge Jobticket
[. .. ] Support clients with strategic impact analyses in the areas of risk, reporting and finance. Design potential target systems in projects, ensuring close connections across all areas. Guide [...]
MEHR INFOS ZUM STELLENANGEBOT
[...] every phase of planning and implementation, especially at the interface between specialist departments, management and IT. Assess the use of new technologies and innovative business and service models to standardise processes for banks, asset managers and wealth managers. Interact actively with solution providers in risk, reporting and finance to advance developments. Qualifications Several years of experience in audit and consulting projects in the financial industry with solid project expertise. Graduated in economics with a focus on Finance, Business Informatics or a comparable qualification. Strong conceptual and analytical [. .. ]
Job am 09.12.2025 bei Jobleads gefunden
IT Junior Software Engineer Trainee (1 year)
• Menningen, Rheinland- Pfalz
Absolventen, Einsteiger, Trainees
IT Junior Software Engineer Trainee (1 year) This opportunity could change your life The mission One Life is a Luxembourg life insurance company specialised in cross-border financial
planning solutions [...]
MEHR INFOS ZUM STELLENANGEBOT
[...] for wealthy clients across Europe and beyond. To support our growth, we are looking for the right candidate to join our passionate IT development team. The purpose of the Junior Software Engineer Trainee is to develop and to maintain our business applications. He is responsible for designing, developing reliable [. .. ] Recruitment Process Interested candidates should submit their application, only your CV, via Moovijob. com. One Life. Several reasons One Life exists to overturn conventional attitudes to life assurance. As a specialist in this area with close to 35 years experience, we develop cross-border financial planning solutions for wealthy clients across Europe and beyond. Whether its a question of long-term savings, inheritance planning or simply understanding how to better manage your wealth, we are dedicated to providing sophisticated, compliant and innovative solutions that are crafted to suit each individual and their evolving needs. Together with a solid network of select partners including private banks, family offices and independent financial advisers our dynamic team of international experts offers a fresh approach that helps [. .. ]
Job am 08.12.2025 bei Jobleads gefunden
Business Coordination Trainee
• Ralingen, Rheinland- Pfalz
Absolventen, Einsteiger, Trainees
[. .. ] could change your life Internship agreement with a school (6 months up to 1 year) The mission One Life is a Luxembourg life insurance company specialised in [...]
MEHR INFOS ZUM STELLENANGEBOT
[...] cross-border financial planning solutions for wealthy clients across Europe and beyond. The open position is to assist in One Life day-to-day Business Coordination Team, which tasks includes onboarding and relationship management of Asset Managers, Custodian Banks and brokers (i. e. partners) . Main objectives of the role Expertise : Provide support [. .. ] We encourage all applications and would be pleased to welcome you for an interview. One Life. Several reasons One Life exists to overturn conventional attitudes to life assurance. As a specialist in this area with close to 35 years experience, we develop cross-border financial planning solutions for wealthy clients across Europe and beyond. Whether its a question of long-term savings, inheritance planning or simply understanding how to better manage your wealth, we are dedicated to providing sophisticated, compliant and innovative solutions that are crafted to suit each individual and their evolving needs. Together with a solid network of select partners including private banks, family offices and independent financial advisers our dynamic team of international experts offers a fresh approach that helps [. .. ]
Job am 05.12.2025 bei Jobleads gefunden
Junior Project Manager Employee Research Surveys
• München, Bayern
Absolventen, Einsteiger, Trainees
Company : Mercer Description : Mercer is a global consulting leader helping clients around the world advance the health
wealth and careers of their most vital asset their people. [...]
MEHR INFOS ZUM STELLENANGEBOT
[...] As part of Mercers career business our EX Survey practice uses Mercers consulting strength and capabilities in talent management supported by market leading digital platforms to help clients reinforce their commitment to employee engagement. We are enabling organisations and employees to provide meaningful feedback. With survey data from more than one million employees annually across 130 countries and 80 languages we are the leading global HR Consulting Firm and a specialist in organisational research our advisory capabilities and technologies span all aspects of the employee experience including engagement pulse and lifecycle surveys. We are applying state-of-the-art approaches to provide employees with a voice either with our own tools and technology or in cooperation with our partner s including [. .. ] Professional growth through mentoring training. H ybrid working. Join us in helping organizations unlock the full potential of their people. We will rely on you to : Support/ lead the planning coordination and delivery of Employee Experience projects for leading organizations across industries. Manage timelines track progress and help ensure high-quality project execution from survey setup to results delivery. Coordinate many stakeholders parallel : consultants client teams and technical ex p erts to keep projects running smoothly. Identify and mitigate [. .. ]
Job am 04.12.2025 bei Jobleads gefunden
onemarkets Investment Products Specialist (m/f/d)
• Hamburg
Jobticket
Investment Products
Specialist (m/f/d) Investment Products drives and oversees the distribution of onemarkets product solutions-including onemarkets Funds, Structured Products, and other core product lines-across the internal sales and advisory [...]
MEHR INFOS ZUM STELLENANGEBOT
[...] channels of Uni Credit Bank Gmb H (HVB) in Germany. It serves as the central interface between Sales Management Client Solutions, [. .. ] managers to ensure strategic product positioning, seamless execution, and high levels of client satisfaction. Responsibilities Promote and support the sales of onemarkets product solutions across HVBs internal Retail, Private Banking, Wealth Management and Corporate Networks Serve as the primary contact for HVB client advisors regarding product-related topics, product positioning, storytelling and market updates. Conduct regular product trainings, webinars, and in-person sessions to enhance advisor knowledge and engagement. Organization and execution of end-client events in coordination with local HVB [. .. ] Inclusion is a responsibility we recognize and embrace. #Care Now For Later-We will continue to take care of you in the future. Because apart from monthly salary payments, retirement planning is a topic you should not wait until later to deal with. Therefore, we support your financial provision for retirement from day one. #Dont Stop Moving-Enjoy the flexibility of Wellhub: You will have access to over 2, 900 fitness, leisure, and wellness facilities across Germany and to 53, [. .. ]
Job am 02.12.2025 bei Jobleads gefunden
Sales Coverage Vice President Xtrackers (ETf/Passive Products)
• Wien
Führungs-/ Leitungspositionen
[. .. ] of experience in passive investing and more than 60 years in active management. Xtrackers is among the top 3 ETF providers in Europe by assets under management. [...]
MEHR INFOS ZUM STELLENANGEBOT
[...] The Xtrackers Sales Specialist team within the Client Coverage Division is responsible for managing professional clients in Germany, Austria, and Central and Eastern Europe (CEE) with DWSs passive product offerings. The team combines direct client engagement with specialist knowledge of ETFs and passive mandates. It serves, among others, asset managers, private banks, retail banks, wealth managers, family offices, corporates, pension funds, and insurance companies. The team is actively involved in regional outreach through roadshows and macro-outlook events in different cities, helping clients stay informed on market trends and product developments. Your responsibilities Product focus: ETFs, Index Funds and Indexed Mandates Broad market coverage across [. .. ] broader market coverage and client specialists based primarily in Eastern Europe and Austria Management and implementation of client related activities such as client meetings, events, road shows, conferences, etc. Business planning, client tiering and segmentation and execution of sales strategy Handling of client requests while ensuring a prompt and accurate response as well as finding quick solutions to such issues as compliance guidelines, modification of mandates or investment guidelines, performance calculations, valuation reconciliation and general developments in the client segment Organizing [. .. ]
Job am 13.11.2025 bei Jobleads gefunden
Senior ETF Sales (m/f/d)
• Frankfurt, Hesse
[. .. ] 865100At Franklin Templeton, were driving our industry forward by developing new and innovative ways to help our clients achieve their investment goals. Our dynamic and diversified firm [...]
MEHR INFOS ZUM STELLENANGEBOT
[...] spans asset management, wealth management, and fintech, offering many ways to help investors make progress toward their goals. Our talented teams working around the globe bring expertise thats both broad and unique. From our welcoming, inclusive, and flexible culture to our global and diverse business, we offer opportunities not only to help you reach [. .. ] countries. For over 75 years, our success has been a direct result of the talent, skills and persistence of our people, and we are looking for a Senior ETF Sales Specialist for ETFs to join our ETF business in EMEA based in Frankfurt. # About the Department Franklin Templeton launched its first ETFs in Europe back in 2017 focusing on Indexed strategies initially and since then has also been one of the early pioneers for actively managed ETFs. Our goal [. .. ] market dynamics in Germany, new developments, regulation. Support B2B sales relationships with key accounts, such as asset managers, banks, funds of fund managers and family offices, and contributes to the planning and execution of sales activities. Support the development and execution of a strategic B2B sales plan for key accounts to efficiently identify new business opportunities. Communicate effectively across the organisation, sharing market insights, client intelligence and relevant data to support decision-making. They maintain familiarity with internal reporting and performance [. .. ]
Job am 03.11.2025 bei Jobleads gefunden
Key Account Manager Home Furniture (MWD)
• Düsseldorf, Nordrhein- Westfalen
[. .. ] vente-privee, built its European development strategy from 2006 and changed its name to Veepee. It is a global brand present in 10 European countries. Veepee operates as [...]
MEHR INFOS ZUM STELLENANGEBOT
[...] a multi-specialist site with expertise in Fashion, Footwear, Home, Children, Gourmet, and Travel. With 7, 000 brands, Veepee offers exclusive discounts compared to recommended retail prices. The company has 4, 500 employees and millions of members worldwide, realising a net consumer sales value of EUR 3.3 billion in 2024. Job Description [. .. ] competitor activities and industry developments to enhance Veepees market positioning. Sales Coordination: Guarantee the internal negotiation needed with other functions to build the best solution to maximize performances (supply chain planning, marketing, . . . ) . MUST HAVE skills 5 years experience as Key Account Manager or similar role. Bachelors degree in Business, Finance, Marketing or a related field. You are result-oriented and have strong analytical skill. You have a strong track record in prospection, account management and achieving sales [. .. ] and many other sectors for decades. We offer a wide range of different commercial offers and are the founders of the flash sale principle. All our business managers have a wealth of experience and will support you in advancing your personal development. Recruitment Process 1 15-30 minute telephone interview with our HR manager 2 60 minute interview with hiring manager and HR manager 3 Approx. 90 minute meeting with the team and initial practical insights into the tasks All our [. .. ]
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Häufig gestellte Fragen
Wieviel verdient man als Wealth Planning Specialist pro Jahr?
Als Wealth Planning Specialist verdient man zwischen EUR 60.000,- bis EUR 100.000,- im Jahr.
Wieviele offene Stellenangebote gibt es für Wealth Planning Specialist Jobs bei unserer Jobsuche?
Aktuell gibt es auf JobRobot 29 offene Stellenanzeigen für Wealth Planning Specialist Jobs.
In welchen Bundesländern werden die meisten Wealth Planning Specialist Jobs angeboten?
Die meisten Stellenanzeigen für Wealth Planning Specialist Jobs werden derzeit in Rheinland-Pfalz (8 Jobs), Bayern (5 Jobs) und Hamburg (3 Jobs) angeboten.
Zu welchem Berufsfeld gehören Wealth Planning Specialist Jobs?
Wealth Planning Specialist Jobs gehören zum Berufsfeld Vermögensberatung & -verwaltung.
