19 Jobs für Wealth Planning Specialist
Stellenangebote Wealth Planning Specialist Jobs
Job vor 2 Tagen bei Mindmatch.ai gefunden
Bitpanda
• 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 firsttime investors and seasoned experts to invest in the [. .. ] thinks big, moves fast and wants to make an impact right from day one, then get ready to join our industrychanging team. Lets go Your mission As an FP A Specialist at Bitpanda your role will be to provide meaningful data for decision making and proactively suggest measures to improve company performance. You will be part of the team responsible for ambitious and reliable future target setting, tracking actual performance against our budget and deriving proposals to improve target achievement. Moreover, [. .. ] on financial performance of the company Contribute to building financial reporting landscape by using reporting tools and designing efficient workflows Review the metrics performance is measured against and participate in planning process Drive deepdive analysis in crucial areas to create ideas and proposals on how to improve business performance Participating in budgeting, forecasting, and KPI setting, contributing insights to help set realistic and ambitious targets. Who you are Experienced controller with solid finance and accounting knowledge Organised and detailoriented with passion [. .. ]
Job vor 4 Tagen bei Mindmatch.ai gefunden
Bitpanda GmbH
• 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 [. .. ] 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 As an FP A Specialist at Bitpanda your role will be to provide meaningful data for decision making and proactively suggest measures to improve company performance. You will be part of the team responsible for ambitious and reliable future target setting, tracking actual performance against our budget and deriving proposals to improve target achievement. Moreover, [. .. ] on financial performance of the company Contribute to building financial reporting landscape by using reporting tools and designing efficient workflows Review the metrics performance is measured against and participate in planning process Drive deep-dive analysis in crucial areas to create ideas and proposals on how to improve business performance Participating in budgeting, forecasting, and KPI setting, contributing insights to help set realistic and ambitious targets. Who you are Experienced controller with solid finance and accounting knowledge Organised and detail-oriented [. .. ]
Job am 31.01.2026 bei Mindmatch.ai gefunden
Bitpanda
• 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 [. .. ] 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 As our Senior Specialist, Treasury Liquidity, your mission is to strengthen Bitpandas liquidity management framework by optimising funding strategies, ensuring liquidity risk resilience, and supporting the business from both a risk and commercial perspective. You will be instrumental in managing liquidity positions, driving liquidity-related initiatives, and ensuring robust oversight of borrowing and investment [. .. ] 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 gestern bei Jobleads gefunden
Specialist, FP A
• 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 firsttime investors and seasoned experts to invest in the [. .. ] thinks big, moves fast and wants to make an impact right from day one, then get ready to join our industrychanging team. Lets go Your mission As an FP A Specialist at Bitpanda your role will be to provide meaningful data for decision making and proactively suggest measures to improve company performance. You will be part of the team responsible for ambitious and reliable future target setting, tracking actual performance against our budget and deriving proposals to improve target achievement. Moreover, [. .. ] on financial performance of the company Contribute to building financial reporting landscape by using reporting tools and designing efficient workflows Review the metrics performance is measured against and participate in planning process Drive deepdive analysis in crucial areas to create ideas and proposals on how to improve business performance Participating in budgeting, forecasting, and KPI setting, contributing insights to help set realistic and ambitious targets. Who you are Experienced controller with solid finance and accounting knowledge Organised and detailoriented with passion [. .. ]
Job vor 4 Tagen bei Jobleads gefunden
Specialist, FP A New Vienna, Vienna, Austria
• 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 [. .. ] 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 As an FP A Specialist at Bitpanda your role will be to provide meaningful data for decision making and proactively suggest measures to improve company performance. You will be part of the team responsible for ambitious and reliable future target setting, tracking actual performance against our budget and deriving proposals to improve target achievement. Moreover, [. .. ] on financial performance of the company Contribute to building financial reporting landscape by using reporting tools and designing efficient workflows Review the metrics performance is measured against and participate in planning process Drive deep-dive analysis in crucial areas to create ideas and proposals on how to improve business performance Participating in budgeting, forecasting, and KPI setting, contributing insights to help set realistic and ambitious targets. Who you are Experienced controller with solid finance and accounting knowledge Organised and detail-oriented [. .. ]
Job am 06.03.2026 bei Jobleads gefunden
• Frankfurt, Hesse
Beratungs-/ Consultingtätigkeiten
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, [...]
MEHR INFOS ZUM STELLENANGEBOT
[...] sector-focused 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 24.02.2026 bei Jobleads gefunden
• Frankfurt, Hesse
Job Description You are welcome to submit your CV in either German or English Aberdeen Investments is part of Aberdeen Group plc, one of the UKs leading
Wealth Investments [...]
MEHR INFOS ZUM STELLENANGEBOT
[...] groups. Strengthening talent and culture is one of our strategic priorities. We strive to make Aberdeen a great place to work so that we can attract and retain the industrys best talent. Our people put our stakeholders at the heart of everything they do by helping us to make a positive difference to the lives of our clients, customers, colleagues, shareholders and society. We are repositioning our specialist asset management business to meet client demand and are committed to providing excellent client service, supported by leading technology and talent. As a global business, Aberdeen consists of three divisions: Investments, Adviser, and interactive investor (ii) . Each division is dedicated to meeting and adapting to our clients evolving needs. [. .. ] will support the delivery and active management of three major German residential funds, including a 4bn portfolio across the countrys major cities. This role will help drive effective reporting, strategic planning and investment decisionmaking while deepening your experience within one of Europes largest residential realestate platforms. It is an exciting opportunity to advance your career, expand your market knowledge and invest in your tomorrow while working closely with an experienced Fund Manager and a stable, collaborative team. Key Responsibilities Support the [. .. ]
Job am 24.02.2026 bei Jobleads gefunden
• Berlin
Führungs-/ Leitungspositionen
[. .. ] operation of building and operational technology and proper functionality Identifying maintenance measures and necessary repairs, as well as creating service descriptions and obtaining bids in accordance with [...]
MEHR INFOS ZUM STELLENANGEBOT
[...] procurement regulations Deployment planning for tradespeople, coordination and prioritization of work, and final inspection Monitoring compliance with maintenance cycles and prescribed inspections, tendering maintenance contracts Application, implementation, and monitoring of projects, including schedule and budget control Collaboration with institute and administrative management, all departments, authorities, architects, and specialist planners, as well as the construction department of the Fraunhofer headquarters Preparation of energy consumption data, documentation of energy-saving measures, and planning of further savings opportunities for regular energy audits Documentation of all work on technical systems and project data in accordance with the specified documentation system What you [. .. ] perform necessary work on weekends What we offer Fascinating challenges in a scientific and entrepreneurial setting Attractive salary package according to Tvö D with 30 vacation days, pension scheme (VBL) , wealth creation benefits (VWL) Modern and excellently equipped workspace in a central location Open and cooperative working atmosphere in an international team Extensive training-, health-and sports offers Various employee discounts and discounted BVG ticket Offers for families (parent-child office, emergency care, leisure activities, etc. ) The position is [. .. ]
Job am 24.02.2026 bei Jobleads gefunden
Head of Technology-Requisition Number: 83202
• Berlin
Führungs-/ Leitungspositionen
[. .. ] operation of building and operational technology and proper functionality Identifying maintenance measures and necessary repairs, as well as creating service descriptions and obtaining bids in accordance with [...]
MEHR INFOS ZUM STELLENANGEBOT
[...] procurement regulations Deployment planning for tradespeople, coordination and prioritization of work, and final inspection Monitoring compliance with maintenance cycles and prescribed inspections, tendering maintenance contracts Application, implementation, and monitoring of projects, including schedule and budget control Collaboration with institute and administrative management, all departments, authorities, architects, and specialist planners, as well as the construction department of the Fraunhofer headquarters Preparation of energy consumption data, documentation of energy-saving measures, and planning of further savings opportunities for regular energy audits Documentation of all work on technical systems and project data in accordance with the specified documentation system What you [. .. ] perform necessary work on weekends What we offer Fascinating challenges in a scientific and entrepreneurial setting Attractive salary package according to Tvö D with 30 vacation days, pension scheme (VBL) , wealth creation benefits (VWL) Modern and excellently equipped workspace in a central location Open and cooperative working atmosphere in an international team Extensive training-, health-and sports offers Various employee discounts and discounted BVG ticket Offers for families (parent-child office, emergency care, leisure activities, etc. ) The position is [. .. ]
Job am 24.01.2026 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 [...]
MEHR INFOS ZUM STELLENANGEBOT
[...] Christian Trummer, were here to help people trust themselves enough to 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, from 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 21.01.2026 bei Jobleads gefunden
Senior Specialist, Third Party Risk Management New Berlin, Berlin, Germany
• 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 [...]
MEHR INFOS ZUM STELLENANGEBOT
[...] 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 [. .. ]
Job am 25.12.2025 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 [...]
MEHR INFOS ZUM STELLENANGEBOT
[...] create 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 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 19.10.2025 bei Jobleads gefunden
Senior Treasury Liquidity Specialist
• 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 As our Senior Specialist, Treasury Liquidity, your mission is to strengthen Bitpandas liquidity management framework by optimising funding strategies, ensuring liquidity risk resilience, and supporting the business from both a risk and commercial perspective. You will be instrumental in managing liquidity positions, driving liquidity-related initiatives, and ensuring robust oversight of borrowing and investment [. .. ] 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 vor 12 Tagen bei Neuvoo gefunden
PNUD Argentina
Team Leader Strategic Philanthropy and Innovative Giving Open to Internal External Candidates
• Bonn, North Rhine- Westphalia
Führungs-/ Leitungspositionen
[. .. ] UNV staff holding permanent (PA) and fixed-term (FTA) appointments Tier 2 : UNDP/ UNCDf/UNV staff holding temporary appointments (TA) , personnel on regular PSA contracts, and Expert [...]
MEHR INFOS ZUM STELLENANGEBOT
[...] and Specialist UN Volunteers Tier 3 or no tier indicated : All other contract types from UNDP/ UNCDf/UNV and other agencies, and other external candidates Please make note of the Tier (s) indicated in the vacancy title, if any, and ensure that you satisfy the eligibility to apply. Background For six [. .. ] expected to work across units, functions, teams, and projects in multidisciplinary teams in order to enhance and enable horizontal collaboration. Duties and Responsibilities 1) Provision of Strategic Leadership, Vision, and Planning Programme Support and Policy Advice: Set strategic direction for UNDPs engagement with the philanthropic and private sectors, ensuring alignment with institutional priorities and SMART (Specific, Measurable, Attainable, Relevant, and Time-bound) resource mobilization targets. Shape and oversee the implementation of engagement strategies and innovative financial partnerships. Utilize client relationship data [. .. ] rigorous ROI reviews of past fundraising and engagement efforts to identify the most effective strategies, channels, and messaging for future scaling. Advise UNDP leadership on emerging trends, such as shifting wealth patterns, venture philanthropy, and the integration of ESG (Environmental, Social, and Governance) with sustainable development goals. 2) Lead Corporate Strategic Positioning and External Engagement: Lead a structured donor cultivation cycle to move partners from initial awareness to long-term, multi-year strategic engagement and partnership. Implement a robust, multi-touch [. .. ]
Job am 22.02.2026 bei Neuvoo gefunden
abrdn
Deputy Fund Manager
• Frankfurt, Hessen
Job Description Aberdeen Investments is part of Aberdeen Group plc, one of the UKs leading
Wealth Investments groups. Strengthening talent and culture is one of our strategic priorities. We [...]
MEHR INFOS ZUM STELLENANGEBOT
[...] strive to make Aberdeen a great place to work so that we can attract and retain the industrys best talent. Our people put our stakeholders at the heart of everything they do by helping us to make a positive difference to the lives of our clients, customers, colleagues, shareholders and society. We are repositioning our specialist asset management business to meet client demand and are committed to providing excellent client service, supported by leading technology and talent. As a global business, Aberdeen consists of three divisions: Investments, Adviser, and interactive investor (ii) . Each division is dedicated to meeting and adapting to our clients evolving needs. [. .. ] will support the delivery and active management of three major German residential funds, including a 4bn portfolio across the countrys major cities. This role will help drive effective reporting, strategic planning and investment decision-making while deepening your experience within one of Europes largest residential real estate platforms. It is an exciting opportunity to advance your career, expand your market knowledge and invest in your tomorrow while working closely with an experienced Fund Manager and a stable, collaborative team. Key Responsibilities [. .. ]
Job am 18.12.2025 bei Neuvoo gefunden
Fact Set
Sales Representative
• Frankfurt am Main, Hessen
Responsibilities-Strategic Account Growth: Focus on growing existing Buy-Side client accounts, fostering long-term partnerships, and transforming opportunities into success stories. -Tailored
Planning: Craft and implement strategic account plans tailored to [...]
MEHR INFOS ZUM STELLENANGEBOT
[...] each client to drive pipelines and incremental growth. -Proactive Innovation: Navigate complex contract renewals with foresight and creativity, ensuring exceptional client satisfaction and enduring loyalty. -Relationship Building: Elevate relationships with key stakeholders, positioning Fact Set as their go-to trusted advisor and strategic ally. -Collaborative Success: Work synergistically with product specialist teams, including Data Solutions, Middle Office, and Front Office, to maximize growth potential across all business segments. -Consultative Partnership: Team up with Fact Sets Consulting division to design and execute strategies for unparalleled client retention and account growth, establishing Fact Set as the industry benchmark. -Valued Insight: Demonstrate Fact Sets [. .. ] financial data, analytics, and open technology to more than 8, 200 global clients, including over 200, 000 individual users. Clients across the buy-side and sell-side, as well as wealth managers, private equity firms, and corporations, achieve more every day with our comprehensive and connected content, flexible next-generation workflow solutions, and client-centric specialized support. As a member of the S P 500, we are committed to sustainable growth and have been recognized among the Best Places to Work [. .. ]
Job am 17.12.2025 bei Neuvoo gefunden
Deutsche Bank
Senior Relationship Manager, Greece
• Duppach, Rheinland- Pfalz
[. .. ] Asset Management division. Together we can make a great impact for our clients home and abroad, securing their lasting success and financial security. The Senior Relationship Manager [...]
MEHR INFOS ZUM STELLENANGEBOT
[...] works with the Wealth Management Senior Lead to meet agreed sales and revenue targets. The Sales Specialist will generate detailed client/ product knowledge, market knowledge and cultivate client relationships in order to generate sales opportunities. The Sales Specialist will work to develop deep understanding of the client need/product detail and Banks capabilities with the aim of meeting client satisfaction expectations. The Sales Specialist will be conversant [. .. ] and coordination of administration and business management within the scope of valid processes and policies Increase share of wallet by identifying and executing cross-selling opportunities across investments, lending, wealth planning and corporate/ investment banking solutions Oversee administration, onboarding quality and documentation of client relationships in line with internal processes, Mi FID II, cross-border and Greek/ EU regulatory requirements. Professional and strategic management of WM target customers, taking into account an investor-friendly policy and investment advice Asset allocation in terms [. .. ]
Job am 14.11.2025 bei Neuvoo gefunden
F4452 Franklin Templeton International Services S. r. l. , Niederlassung Deutschland
Senior ETF Sales (m/f/d)
• Frankfurt, Hessen
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 [. .. ]
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 19 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:
- Bitpanda (2 Jobs)
- Bitpanda GmbH (1 Job)
- PNUD Argentina (1 Job)
- abrdn (1 Job)
- Fact Set (1 Job)
- Deutsche Bank (1 Job)
In welchen Bundesländern werden die meisten Wealth Planning Specialist Jobs angeboten?
Die meisten Stellenanzeigen für Wealth Planning Specialist Jobs werden derzeit in Berlin (4 Jobs), Hessen (3 Jobs) und Sachsen-Anhalt (3 Jobs) angeboten.
Zu welchem Berufsfeld gehören Wealth Planning Specialist Jobs?
Wealth Planning Specialist Jobs gehören zum Berufsfeld Vermögensberatung & -verwaltung.
