8 Jobs für Wealth Planning Specialist
Stellenangebote Wealth Planning Specialist Jobs
Job am 08.04.2026 bei Jooble gefunden
Avaloq
• Berlin Berlin, DE
Work-Life-Balance
Tax
Specialist (Europe) - Berlin Company Description Founded and headquartered in Switzerland, Avaloq is continuously expanding its global footprint with around 2, 500 colleagues in 10 countries, and more than [...]
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[...] 170 clients in 35 countries. We are an industry-leading provider of wealth management technology and services for financial institutions around the world, including private banks and wealth managers, investment managers, as well as retail and neo banks. Our research led approach and continual innovation is powered by the passion and creativity of our colleagues. We are always looking for talented people to [. .. ] inquiries from the tax authorities Review/prepare quarterly tax reporting under IAS 12 Provide regular updates and reports to the Head Global Tax on the status of tax compliance and planning initiatives Collaborate closely with the Head Global Tax to align European tax strategies with global tax objectives and make a valuable contribution to various global projects (e. g. , BEPS Pillar Two, tax accounting, VAT/ GST compliance) Qualifications Qualifications as a certified tax specialist and minimum of 3-5 years [. .. ]
Job am 08.04.2026 bei Jooble gefunden
Cronos Luxembourg
• Ausland Luxembourg, DE
Work-Life-Balance
The IT Security Process
Specialist is responsible for designing, implementing, and maintaining security processes that ensure the protection of the companys information systems. This role focuses on developing governance frameworks, [...]
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[...] improving operational security workflows, and ensuring compliance with internal and external security standards. The specialist collaborates with technical and business teams to assess risks, streamline [. .. ] , including role-based access control (RBAC) , onboarding/ offboarding workflows, privileged access policies, and periodic access reviews. Manage and optimize the vulnerability management process, including risk assessment, prioritization, remediation planning, and coordination with IT teams. Define and monitor patching standards and schedules, ensuring that systems are regularly updated and compliant with the clients security requirements. Provide recommendations for improvement, identifying gaps in processes, proposing corrective actions, and driving continuous improvement initiatives. Collaborate with technical teams to ensure security processes are [. .. ] it. Our breadth of coverage, in depth-expertise and focus on innovation are indeed unique on the market. ABOUT CRONOS LUXEMBOURG: Cronos Luxembourg acts as the local gateway to this wealth of capabilities. It is the single point of contact for all services and experts of the group. We blend the insight of experts from different Cronos companies into ad hoc teams that are dedicated to addressing specific client challenges, acting as one. By leveraging the Groups resources, Cronos Luxembourg can [. .. ]
Job am 08.04.2026 bei Jooble gefunden
Bitpanda
• Berlin Berlin, DE
Homeoffice möglich
Who we are 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 [...]
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[...] build their financial freedom for now and the future. Our user-friendly, trade-everything platform empowers both first-time investors and seasoned experts to invest in [. .. ] party profile as well as registers in alignment with regulatory requirements (EBA, DORA) . Ensure adherence of the Third Party Risk lifecycle, rom Identification and assessment to monitoring and exit planning. Support in trainings, as appropriate, to business partners on Third Party Risk Management framework, policies, standards, processes, procedures and alignment with interconnected processes. Who you are Experience and knowledge and understanding of Third Party Risk Management including DORA, Ma Risk, EBA Outsourcing, PRA SS2/ 21 and other regulatory equivalents. Experience [. .. ]
Job am 08.04.2026 bei Jooble gefunden
• Region München, Bayern; Regierungsbezirk Oberbayern; Bayern München, DE
Work-Life-Balance
[. .. ] corporate, industrial public sectors all the way to capital markets investors. We offer a unique blend of skills, capabilities and mindsets with distinct experiences profiles designing and [...]
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[...] bringing tailor-made specialist risk-transfer solutions to a broad client space. YOUR JOB Plan and coordinate efficient and cost-conscious business trips for all assigned managers and team members, ensuring a seamless travel and meeting experience. Organize, coordinate and occasionally participate in internal meetings and workshops, as well as meetings and Munich relationship [. .. ] in terms of design and readability using media-and technology-based tools. Organizing and executing administrative processes for internal meetings, workshops and off-sites (e. g. Jour Fixes, Renewal Workshops, Planning Meetings, Team Off-site, ) within and beyond YOUR PROFILE Several years of professional experience in team assistance and/or administrative support preferably in an international environment Trustworthy personality, handling all sensitive information with the necessary confidentiality Very good command of German and English, both spoken and in writing Strong [. .. ] 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 gestern bei Jobleads gefunden
Vice President, Corporate Executive Program Lead design, build and national rollout of a corporate executivefocused
wealth planning platform. Responsible for identifying and developing national and regional corporate executive planning opportunities, [...]
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[...] transforming a highvalue client segment into a scalable, repeatable revenue engine, driving AUM and revenue per client, and establishing a differentiated market position. Remote. Key Responsibilities Design and implement a scalable executive wealth planning offering. Develop standardized [. .. ] clients. Develop gotomarket strategies and messaging for executive segments. Support advisors in complex client situations and highstakes liquidity events. Improve advisor productivity and conversion rates through specialization. Establish a centralized specialist team supporting advisors nationwide. Expand advisor adoption across the firm. Develop corporate partnerships and executive program channels. Build a repeatable, enterprisewide growth engine. Education Skills Bachelors Degree in business, finance, economics or related field. 10+ years in wealth management, serving HNw/UHNW clients. Demonstrated expertise in equity compensation (RSUs, ISOs, [. .. ]
Job vor 3 Tagen bei Jobleads gefunden
• Frankfurt, Hesse
Alpha Financial Markets Consulting (Alpha) is a leading global consultancy to the financial services industry. Founded in 2003, we have worked for over 20 years to bring together
specialist, -focused [...]
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[...] strategy, management consulting and technology expertise to support the entire client transformation lifecycle. Having partnered with more than 1, 200 clients worldwide across the asset and wealth management, alternatives and insurance industries, Alpha is truly a trusted advisor for complex change programmes. We now have over 1, 180 consultants working with clients across North America, the UK, Europe, Middle East and APAC. In 2024, in recognition of our successful track record and strong growth prospects, Alpha was [. .. ] Digital Transformation Regulatory, Compliance Risk Data and Artificial Intelligence ESG Responsible Investment Operational Benchmarking M A Pre-Deal Integration We offer you the opportunity to embark on an exciting career: Planning and implementation of national and international consulting projects around asset and wealth management Developing strategies and driving high-quality work products within expected timeframes and on budget Monitoring progress, managing risks and ensuring key stakeholders are kept informed about progress of the project and expected outcomes to ensure client efficiency [. .. ]
Job am 05.04.2026 bei Jobleads gefunden
Führungs-/ Leitungspositionen
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 [...]
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[...] 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 [. .. ] an exciting opportunity for an Equity Program Lead. The Equity Program Lead serves as the operational and strategic intermediary between the Director/ Manager of Equity Management and the Equity Program Specialist. This role provides advanced administrative oversight, quality control, and workflow leadership for all equity programs. This position includes the following responsibilities: Ensure the effective administration, accuracy, and execution of all equity programs and related processes. Provide operational leadership, technical expertise, and quality oversight for equity transactions, documentation, and communication. Partner [. .. ]
Job am 21.01.2026 bei Jobleads gefunden
• Berlin
Homeoffice möglich
Senior
Specialist, Third Party Risk Management Berlin, Berlin, Germany Who we are We simplify
wealth creation. Founded in 2014 in Vienna, Austria by Eric Demuth, Paul Klanschek and [...]
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[...] Christian 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, [. .. ] thirdparty profile as well as registers in alignment with regulatory requirements (EBA, DORA) . Ensure adherence of the Third Party Risk lifecycle, rom Identification and assessment to monitoring and exit planning. Support in trainings, as appropriate, to business partners on Third Party Risk Management framework, policies, standards, processes, procedures and alignment with interconnected processes. Who you are Experience and knowledge and understanding of Third Party Risk Management including DORA, Ma Risk, EBA Outsourcing, PRA SS2/ 21 and other regulatory equivalents. Experience [. .. ]
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 8 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 Berlin (3 Jobs), Bayern (1 Jobs) und Nordrhein-Westfalen (0 Jobs) angeboten.
Zu welchem Berufsfeld gehören Wealth Planning Specialist Jobs?
Wealth Planning Specialist Jobs gehören zum Berufsfeld Vermögensberatung & -verwaltung.
