35 Jobs für Wealth Planning Specialist
Stellenangebote Wealth Planning Specialist Jobs
Job vor 6 Tagen bei StepStone gefunden
Delivery Hero SE
• Berlin
[. .. ] matter where youre from or what you believe in, we build, we deliver, we lead. We are Delivery Hero. About the opportunity Delivery Hero is looking for [...]
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[...] a Talent Acquisition Specialist (f/m/d) to join on our journey to always deliver amazing experiences. Who we are As the worlds pioneering local delivery platform, our mission is to deliver an amazing experience, fast, easy, and to your door. We operate in over 70+ countries worldwide, powered by tech, designed by people. [. .. ] partner for hiring managers, educating them and providing strategic guidance about the external leadership candidate market, ensuring we hire the very best global talent for our senior positions Sharing a wealth of experience and knowledge regarding recruiting, advising on position alignments, interview best practices, candidate experience as well as using data to inform your decisions Proactively pulls hiring metrics from various sources and can speak to trends beyond the requisition and speak broadly to the market, line of business, or industry [. .. ] candidate attraction Ensuring a personalized and exceptional candidate journey, ensuring continuous candidate touchpoints Assessing talents against business requirements and our Delivery Hero values and Leadership Principles Owning various regional succession planning initiatives What you need to be successful Your Heroic Skills You have 3+ years of experience in recruitment with focus on Europe Youll be highly inquisitive and an amazing communicator. You have executive search recruiting experience (search firm/in-house both considered) covering a range of different departments and functions [. .. ]
Job vor 5 Tagen bei Neuvoo.com gefunden
Hypo Vereinsbank Member of Uni Credit
onemarkets Investment Products Specialist (m/f/d) - 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 vor 5 Tagen bei Neuvoo.com gefunden
Hypo Vereinsbank Member of Uni Credit
• Hessen
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 vor 3 Tagen bei Mindmatch.ai gefunden
DWS Group
• AT- 9 Wien
Job Title: Xtrackers Sales
Specialist CEE Employer: DWS Group Location: Vienna, Austria Employment Type: Part-time Seniority Level: Not Applicable Job Function: Sales and Business Development Salary: The annual gross salary [...]
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[...] for this position is based on a 38.5hour week from 66, 667.30 and depends on individual qualification and professional experience. About DWS [. .. ] Central Eastern Europe (CEE) with DWSs passive product offerings. The role blends direct client engagement with specialist knowledge of ETFs and passive mandates, including asset managers, private and retail banks, wealth managers, family offices, corporates, pension funds, and insurance companies. Team/Division Overview Xtrackers is Europes most comprehensive and innovative ETF platform, offering both passive and active strategies. With two decades of passive investing expertise and more than 60 years in active management, Xtrackers ranks among the top three European ETF [. .. ] and enjoy healthy, happy and rewarding work. We offer a flexible hybrid working model, a range of benefits you can tailor to your lifestyle including healthcare, company perks and retirement planning and support throughout the recruitment process. Adjustments for disabilities or health conditions are accommodated. Our culture values responsibility, economic thinking, initiative and collaborative success. We welcome applications from all individuals and promote a positive, fair and inclusive workplace. J-18808-Ljbffr 71026520 [. .. ]
Job vor 3 Tagen bei Mindmatch.ai gefunden
DWS Group
Sales Coverage Vice President Xtrackers (ETf/Passive Products)
• AT- 9 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 vor 5 Tagen bei Mindmatch.ai gefunden
Deutsche Bank AG
Xtrackers Sales Specialist CEE
• AT- 9 Wien
Xtrackers Sales
Specialist CEE page is loaded # # Xtrackers Sales Specialist CE Elocations: Vienna Fleischmarkt 1time type: Full timeposted on: Posted Todayjob requisition id: R0406653 # # Job Description: [...]
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[...] Employer: DWS Group Title: DWS Coverage Vice President Xtrackers (ETf/Passive Products) Location: Vienna Salary: The annual gross salary for this position is [. .. ] (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: As our Coverage Specialist, you will: Product focus: ETFs, Index Funds and [. .. ] 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 02.11.2025 bei Mindmatch.ai gefunden
Bitpanda
Senior Specialist, Marketing-Web3
• AT- 9 Wien
Join to apply for the Senior
Specialist, Marketing-Web3 role at Bitpanda We simplify
wealth creation. Founded in 2014 in Vienna, Austria, Bitpanda helps people trust themselves to build financial [...]
MEHR INFOS ZUM STELLENANGEBOT
[...] freedom for now and the future. Our platform empowers investors to access cryptocurrencies, crypto indices, stocks, precious metals and commodities with any sized budget, 24/ 7. Our global team works across cultures and time zones [. .. ] awareness. What youll do Develop and implement comprehensive Web3-specific marketing strategies, focusing on digital channels. Plan and execute marketing initiatives to drive awareness, acquisition, engagement, and retention. Oversee campaign planning, execution, and performance analysis to optimise marketing ROI, collaborating with brand, CRM, product marketing, and performance marketing teams. Monitor campaign performance, interpret data, and identify trends and insights to continuously improve campaign effectiveness. Build and maintain relationships with internal teams, KOLs, and key partners. Who you are A minimum of [. .. ]
Job am 18.10.2025 bei Mindmatch.ai gefunden
Bitpanda
• AT- 9 Wien
Join to apply for the Senior Treasury Liquidity
Specialist role at Bitpanda. We simplify
wealth creation. Founded in 2014 in Vienna, Austria, Bitpanda helps people trust themselves to [...]
MEHR INFOS ZUM STELLENANGEBOT
[...] build financial freedom for now and the future. Our platform empowers investors to trade cryptocurrencies, crypto indices, stocks, precious metals and commodities, with any sized budget, 24/ 7. Our global team works across cultures and time zones, [. .. ] and borrowing activities to build liquidity buffers and deploy liquidity effectively for investment opportunities. Partner with cross-functional teams (Finance, Risk, and Product) to enhance liquidity monitoring, forecasting, and strategic planning. Ensure accurate and timely liquidity reporting, providing actionable insights to senior management on liquidity trends, risks, and optimisation opportunities. Who You Are You bring 35 years of experience in Treasury, Liquidity Management, or Risk within Financial Services, Banking, or Fintech. Strong understanding of liquidity risk, IRRBB, funding strategies, and balance [. .. ]
Job am 10.10.2025 bei Mindmatch.ai gefunden
Bitpanda
Performance Marketing Specialist
• AT- 9 Wien
We simplify
wealth creation. Founded in 2014 in Vienna, Austria by Eric Demuth, Paul Klanschek and Christian Trummer, were here to help people trust themselves enough to build their [...]
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 [. .. ] thinks big, moves fast and wants to make an impact right from day one, then get ready to join our industry-changing team. Lets go Your mission The Performance Marketing Specialist will be responsible for planning, implementing, and optimising performance marketing campaigns to drive customer acquisition, increase conversions, and maximise ROI across multiple regions. This role covers both web and app user acquisition across paid search paid social. What you will do Plan, execute and optimise performance marketing campaigns across a number of platforms and channels [. .. ]
Job am 07.08.2025 bei Jobleads gefunden
• 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 [. .. ]
Neu Job vor 4 Std. bei Jobleads gefunden
Accounting Officer Senior Associate
• Ralingen, Rheinland- Pfalz
Accounting Officer Senior Associate This opportunity could change your life The mission One Life is a Luxembourg life insurance company specialised in cross-border financial
planning solutions for wealthy clients [...]
MEHR INFOS ZUM STELLENANGEBOT
[...] across Europe and beyond. To support our growth, we are looking for the right candidate to join our passionate Finance team. The Accounting Officer performs daily accounting operations of the entities of the responsibility; performs controlling activities ensuring the quality of the balance and transactions in [. .. ] 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 [. .. ]
Neu Job vor 4 Std. bei Jobleads gefunden
• Frankfurt (Oder) , Brandenburg
At 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 spans asset management, [...]
MEHR INFOS ZUM STELLENANGEBOT
[...] 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 is to [. .. ] 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 [. .. ]
Neu Job vor 4 Std. bei Jobleads gefunden
Senior Test Specialist (m/f/d)
• München, Bayern
Work-Life-Balance
[. .. ] Manage test environments and test resources Ensure solutions meet business needs and regulatory requirements Your profile University degree, preferably in computer science or related fields Proven experience [...]
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[...] as a test specialist or related role Exceptional analytical skills and attention to detail Knowledge of test management methods and best practices (corresponding certification such as ISTQB is beneficial) Experience with agile methodologies Good understanding of solution development life cycles Domain knowledge in financial services is a plus Strong customer orientation and communication skills Familiarity with analytical and conceptual design of complex application operation landscapes and IT architectures Assertive, self-organized and proactive attitude Target-orientation and willingness to learn Excellent planning, organizational and negotiation skills Fluent in German and Business English Application Instructions If applicable, please also submit reference letters from any previous employers or certificates from any other qualifications you may have. We recommend writing a cover letter to tell us more about why the position and Munich Re is [. .. ] 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 [. .. ]
Neu Job vor 4 Std. bei Jobleads gefunden
onemarkets Investment Products Specialist (m/f/d) - Hypo Vereinsbank Member of Uni Credit
• Frankfurt, Hesse
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 [. .. ]
Neu Job vor 4 Std. bei Jobleads gefunden
onemarkets Investment Products Specialist (m/f/d) - 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 [. .. ]
Neu Job vor 4 Std. bei Jobleads gefunden
• 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 gestern bei Jobleads gefunden
onemarkets Investment Products Specialist (m/f/d)
• Hamburg
Jobticket
onemarkets 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 [...]
MEHR INFOS ZUM STELLENANGEBOT
[...] and advisory channels of Uni Credit Bank Gmb H (HVB) in Germany. It serves as the central interface between Sales Management Client Solutions, [. .. ] 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 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 gestern bei Jobleads gefunden
• München, Bayern
Jobticket
onemarkets Investment Products
Specialist (m/f/d) 6 days ago Be among the first 25 applicants Get AI-powered advice on this job and more exclusive features. Investment Products drives and oversees [...]
MEHR INFOS ZUM STELLENANGEBOT
[...] the distribution of onemarkets product solutions-including onemarkets Funds, Structured Products, and other core product lines across the internal sales and advisory [. .. ] 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 product-related topics, product positioning, storytelling and market updates. Conduct regular product trainings, webinars, and in-person sessions to enhance advisor knowledge and engagement. Organize and execute end-client events in coordination with local HVB advisors [. .. ] everyone. 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, 000 [. .. ]
Job vor 3 Tagen 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 vor 8 Tagen bei Jobleads gefunden
head of summit fund (f/m/d)
• Zug
Führungs-/ Leitungspositionen
[. .. ] define and execute the Summit Funds strategy, positioning, and roadmap. Ensure disciplined growth, strong performance, and alignment with redalpines overall investment platform. Fund management : you oversee [...]
MEHR INFOS ZUM STELLENANGEBOT
[...] portfolio construction, liquidity planning, NAV forecasting, and reporting together with the GPs, Investment, Finance, and Investor Relations teams. Fundraising and distribution : drive capitalraising activities across wealth managers, private banks, family offices, and institutional investors. Together with the redalpine fundraising team, you build lasting distribution partnerships and represent the fund externally. Investor relations and communication : strengthen investor engagement through highquality reporting, transparent communication, and consistent positioning of the Summit Fund story, with the support of redalpines [. .. ] Fulltime Job function Strategy/ Planning and Business Development Industries Venture Capital and Private Equity Principals Referrals increase your chances of interviewing at redalpine by 2x Get notified about new Fund Specialist jobs in Zug, Switzerland. #J-18808-Ljbffr 70718598 [. .. ]
Job vor 9 Tagen bei Jobleads gefunden
IT Junior Software Engineer Trainee (1 year)
• Biesdorf, 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 10 Tagen bei Jobleads gefunden
Senior Wealth Planner French Market
• Biesdorf, Rheinland- Pfalz
Senior
Wealth Planner French Market The mission Wealth Structuring Team as support to the business development is a key component of the strategic development of One Life under the [...]
MEHR INFOS ZUM STELLENANGEBOT
[...] responsibility of the Wealth Structuring Product Solution department. One Life has created an exciting position as a Senior Wealth Planner for France. Reporting [. .. ] facilitator between sales/ marketing, CS, PMD, external clients and T L Profile of our future teammate Master Degree preferably in law, specialization in civil and tax law (matrimonial regime, succession planning, direct and gift/ inheritance tax, etc. ) , experience in international taxation and knowledge in company law. At least 8 years experience at a leading private bank, life insurance company, tax advisory or law firm delivering wealth structuring, tax and legal advice, covering French market. Contract drafting skills Rigorous and [. .. ] 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 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 [. .. ]
Job am 17.11.2025 bei Jobleads gefunden
Junior Project Manager-Employee Research/ Surveys
• München, Bayern
Absolventen, Einsteiger, Trainees
Junior Project Manager-Employee Research/ Surveys 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 marketleading 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 stateoftheart approaches to give employees a voice, either with our own tools and technology or in cooperation with partners such as Qualtrics and Forsta. We are [. .. ] are priorities. The opportunity to work on impactful projects with global clients. Professional growth through mentoring and training. Hybrid working. We will rely on you to Support or lead the planning, coordination, and delivery of Employee Experience projects for leading organizations across industries. Manage timelines, track progress, and ensure highquality project execution from survey setup to results delivery. Coordinate multiple stakeholders in parallelconsultants, client teams, and technical expertsto keep projects running smoothly. Identify and mitigate project risks and issues. Contribute to [. .. ]
Job am 17.11.2025 bei Jobleads gefunden
Senior Kubernetes Engineer Platform Automation 100 (f/m/d) (Contract through our external. . .
• Zürich
Kubernetes Platform Engineer 100 (f/m/d) Join Julius Baer as a Kubernetes Platform Engineer 100 (f/m/d) to shape the future of
wealth management together. At Julius Baer, we celebrate and [...]
MEHR INFOS ZUM STELLENANGEBOT
[...] value the individual qualities you bring, enabling you to be impactful, to be entrepreneurial, to be empowered, and to create value beyond wealth. YOUR CHALLENGE Design, implement, and maintain production-grade Kubernetes platforms across hybrid environments (on-prem and public cloud) Ensure [. .. ] support their adoption of cloud-native technologies and CI/ CD integration Drive automation of operational workflows including provisioning, patching, monitoring, logging, and incident response Contribute to architectural decisions, disaster recovery planning, capacity management, and cost optimisation Stay current with emerging trends in cloud-native technology and bring innovative yet practical solutions to real-world challenges YOUR PROFILE Proven hands-on experience as a Kubernetes engineer or platform operator in enterprise-scale environments Strong technical proficiency with Kubernetes, including deep understanding of [. .. ] Security-first mindset prior work implementing CIS benchmarks, runtime protection, image scanning, or achieving compliance is desirable Holders of Certified Kubernetes Administrator (CKA) certification are strongly preferred; Certified Kubernetes Security Specialist (CKS) is considered a significant advantage Fluency in both, German and English (verbal/ written) Excellent communication skills and ability to mentor engineers across multiple teams in a matrixed organisation Growth mindset eager to learn, share knowledge, and contribute to continuous improvement in a dynamic environment Ability to operate independently with [. .. ]
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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 35 offene Stellenanzeigen für Wealth Planning Specialist Jobs.
Wieviele Unternehmen suchen nach Bewerbern für Wealth Planning Specialist Jobs?
Aktuell suchen 8 Unternehmen nach Bewerbern für Wealth Planning Specialist Jobs.
Welche Unternehmen suchen nach Bewerbern für Wealth Planning Specialist Stellenangebote?
Aktuell suchen zum Beispiel folgende Unternehmen nach Bewerbern für Wealth Planning Specialist Stellenangebote:
- Hypo Vereinsbank Member of Uni Credit (5 Jobs)
- Bitpanda (3 Jobs)
- DWS Group (2 Jobs)
- Delivery Hero SE (1 Job)
- Deutsche Bank AG (1 Job)
- DE006 Mercer Deutschland Gmbh (1 Job)
In welchen Bundesländern werden die meisten Wealth Planning Specialist Jobs angeboten?
Die meisten Stellenanzeigen für Wealth Planning Specialist Jobs werden derzeit in Bayern (6 Jobs), Hamburg (3 Jobs) und Rheinland-Pfalz (3 Jobs) angeboten.
Zu welchem Berufsfeld gehören Wealth Planning Specialist Jobs?
Wealth Planning Specialist Jobs gehören zum Berufsfeld Vermögensberatung & -verwaltung.
