Wealth Advisor Stellenangebote

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180 Stellenangebote

Stellenangebote Wealth Advisor Jobs

Job am 07.03.2025 bei Jobleads gefunden

Private Wealth Advisor

• See, Bayern Beratungs-/ Consultingtätigkeiten The Private Wealth Advisor provides world-class service to teams clients and continually strives to effectively bring new clients into the Company to serve. Provides leadership,[...]

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The Private Wealth Advisor provides world-class service to teams clients and continually strives to effectively bring new clients into the Company to serve. Provides [...]

Job vor 2 Tagen bei Jobleads gefunden MSEHSE Finance Chief Operating Office role-(12 months fixed term contract) • Frankfurt, Hesse Job Description MSEHSE Finance Chief Operating Office role (Frankfurt) - (12 months fixed term contract) The MSEHSE Finance Chief Operating Office role team comprises of[...]

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[...] to Firm wide risk management and risk reduction. This division maintains relationships with Morgan Stanleys various industry and government regulators and also serves as the conduit of financial information to the outside investment community. Finance plays a critical role as advisor to Morgan Stanleys various businesses and its senior management team. About Morgan Stanley Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, investment management, and wealth management services. As a market leader, the talent and passion of our people is critical to our success. Together, we [...]

Job am 11.03.2025 bei Jobleads gefunden

Central Outsourcing Officer, Managing Director

• München, Bayern Führungs-/ Leitungspositionen Who we are looking for The Central Outsourcing Officer is accountable for all aspects of the outsourcing and third party risk management framework for State[...]

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[...] processes through the identification of synergies Drive remediation and continuous improvement programs in collaboration with global and local stakeholders Serve as a primary contact with SSBIs regulators and relevant authorities in respect of outsourcing risks and issues Be a trusted advisor and technical expert to SSBIs senior management/ Executive Management Board on outsourcing risks and emerging issues, via the provision of [...] Our benefits packages are competitive and comprehensive. Details vary by location, but you may expect generous medical care, insurance and savings plans, among other perks. Youll have access to flexible Work Programs to help you match your needs. And our wealth of development programs and educational support will help you reach your full potential. Inclusion, Diversity and Social Responsibility. We truly [...]
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Job am 08.03.2025 bei Jobleads gefunden Solutions Architect II • München, Bayern Its an exciting time to be at Infoblox. Named a Top 25 Cyber Security Company by The Software Report and one of Inc. magazines Best[...]

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[...] CEUR sales team, reporting to the manager for the Solution Architects team. In this role, the main focus is working closely with our world-class sales team to overcome and remove all technical barriers in the sales process. This trusted technical advisor will help the sales team develop new business by working directly with customers and partners, effectively positioning Infoblox solutions. Youre [...] customer-facing tasks with only occasional help from others Able to conduct POCs customer demos with little to no supervision Go-to person for specialization area for assigned region Weve got you covered: Our holistic benefits package includes coverage of your health, wealth, and wellnessas well as a great work environment, employee programs, and company culture. We offer a competitive salary and benefits [...]

Job am 08.03.2025 bei Jobleads gefunden

MSEHSE Finance COO (Frankfurt) - (12 months fixed term contract)

• Frankfurt, Hesse Führungs-/ Leitungspositionen MSEHSE Finance COO (Frankfurt) - (12 months fixed term contract) The MSEHSE Finance COO team comprises of three employees based in Frankfurt. The team work[...]

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[...] to Firm wide risk management and risk reduction. This division maintains relationships with Morgan Stanleys various industry and government regulators and also serves as the conduit of financial information to the outside investment community. Finance plays a critical role as advisor to Morgan Stanleys various businesses and its senior management team. About Morgan Stanley: Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, investment management and wealth management services. As a market leader, the talent and passion of our people is critical to our success. Together, we [...]

Job am 27.01.2025 bei Jobleads gefunden Investment Banker, DACH Coverage, Vice President • Frankfurt, Hesse Führungs-/ Leitungspositionen Select how often (in days) to receive an alert: Job Title: Investment Banker, Frankfurt, Vice President Job Code: 8633 Country: DE City: Frankfurt Skill Category:[...]

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[...] Description: Company overview Nomura is a global financial services group with an integrated network spanning approximately 30 countries and regions. By connecting markets East West, Nomura services the needs of individuals, institutions, corporates and governments through its three business divisions: Wealth Management, Investment Management, and Wholesale (Global Markets and Investment Banking) . Founded in 1925, the firm is built on a [...] relevant investment needs of Nomuras clients globally. The team has a longstanding track-record of successfully executed M A transactions both private and public and the DACH region continues to be a key focus geography for the firm. Recent mandates include: Advisor to Unsere Grüne Glasfaser (UGG) , a 50/ 50 JV between Allianz Capital Partners and Telefnica, on its 100 acquisition [...]
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Job vor 2 Tagen bei Jobleads gefunden

Relationship Manager

• Hamm (Sieg) , Rheinland- Pfalz We are an independent Swiss Asset Management Company with FINMA license as Portfolio Manager based in Zug, Zurich and Lugano (Ticino) . We offer you[...]

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[...] enthusiastic team in our Offices. We are hiring for our Offices in Zug, Zurich and Lugano Your key responsibilities are the following: Develop existing and establishing new client relationships, utilising your experience of financial markets and in-depth knowledge of the wealth management business. Effectively maintain trusted long-term relationships with clients (private and/or corporate) through excellent networking skills. Provide high quality support [...] with procedures in accordance with the Swiss regulatory framework. Your profile University degree. 5+ years of professional experience in banking or wealth management and working with high net worth individuals and/or large corporate clients (as a relationship manager or investment advisor in banks or external asset managements) . Sustainable client portfolio with development potential. Extensive network in East Europe/ Central Asia [...]
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Job vor 2 Tagen bei Jobleads gefunden Derivatives trader/ 100 (f/m/d) • Berlin Clarus Capital Group AG is an independent wealth management firm and multi-family office based in Zürich, Switzerland. Clarus Capital Group AG is looking with immediate[...]

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Clarus Capital Group AG is an independent wealth management firm and multi-family office based in Zürich, Switzerland. Clarus Capital Group AG is looking with immediate effect or by May 2025 for an experienced proactive, goal-oriented personality for a position as Senior Investment Advisor Trader in full time (100 ) with knowledge and experience in technical and fundamental analysis of equity, FX, structured products [...]
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Job vor 2 Tagen bei Jobleads gefunden

2025 Graduate Talent Program Corporate Real Estate-Central CH

• Zug Job Reference # 316240BR City Luzern Zug Your role Interested in working in finance, specifically to support business clients, but not sure where to[...]

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[...] work for a firm with a truly global footprint? Were looking for ambitious students to join our 2025 Corporate and Institutional Clients (CIC) Graduate Talent Program in Switzerland. Youll get to Handle the entire day-to-day business of the corporate client advisor Support the client advisor in providing professional and success-oriented advice to corporate clients Analyze, clarify, and develop solution proposals for [...] interest in the financial industry. We want to see what makes you unique and discover what you can bring to our team. Start date July or September 1st, 2025 About Us UBS is the worlds largest and only truly global wealth manager. We operate through four business divisions Global Wealth Management, Personal Corporate Banking, Asset Management and the Investment Bank. Our [...]

Job vor 2 Tagen bei Jobleads gefunden Senior Financial Risk Manager (m/f/x) • München, Bayern Scalable Capital is a leading digital investment platform in Europe that makes investing easy and affordable for everyone. Clients of the Scalable Broker can trade[...]

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[...] 8, 000 stocks, 2, 500 ETFs, and 3, 500 funds and other exchange traded products to build their portfolios, earn interest on their cash balance and take secured loans. People can also have their investments professionally managed via the digital wealth management service. More than one million clients already use the services. Scalable Capital was founded in 2014 and is active [...] supervised by Ba Fin and the Bundesbank, has more than 20 billion euros on its platform. In addition to its business for private clients, the company operates B2B solutions. Its long-standing partners include ING, Barclays Bank in the UK, the robo-advisor Oskar, and the Santander Group in Spain. Scalable Capital employs more than 500 people at its offices in Munich, Berlin, [...]

Job vor 3 Tagen bei Jobleads gefunden

Solution Engineer, Partner Enablement-DACH

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[...]

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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 [...] Your Mission: As a solution engineer/ Senior Presales Consultant you will be fluent in German and English, you will be instrumental in driving Bitpandas growth across DACH markets (Germany, Austria, and Switzerland) by serving as a technical expert and strategic advisor to prospective clients. Working closely with the sales team, you will leverage deep industry and technical knowledge to align Bitpandas [...]
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Job vor 3 Tagen bei Jobleads gefunden 2025 Graduate Talent Program-Wealth Management-Stuttgart • Stuttgart, Baden- Württemberg Beratungs-/ Consultingtätigkeiten 2025 Graduate Talent Program-Wealth Management-Stuttgart Germany Business management, administration and support Global Wealth Management Job Reference #: 317397BR City: Stuttgart Type: Graduate GTP/ Full-Time[...]

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2025 Graduate Talent Program-Wealth Management-Stuttgart Germany Business management, administration and support Global Wealth Management Job Reference #: 317397BR City: Stuttgart Type: Graduate GTP/ [...] unique and discover what you can bring to our team. Your program Our Graduate Talent Program is 18 months long and is designed to help you develop the skills you need to grow your career (e. g. becoming a Client Advisor in Global Wealth Management) . To start, the program introduces you to our firm, provides professional and technical training and [...]

Job vor 3 Tagen bei Jobleads gefunden

Lead Product Manager-Investments

• Berlin Führungs-/ Leitungspositionen About the opportunity Were looking for a Lead Product Manager for our Investments team to lead our equities proposition. Our Investments team is dedicated to[...]

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[...] and identify new opportunities. Drive growth, engagement, and retention of investment products. Foster a data-driven, customer-first culture. What you need to be successful: Background: 7+ years of product management experience, with at least 4+ years focused on investment products or wealth management. Experience at a fintech company, brokerage, robo-advisor, asset management firm, or investment platform is strongly preferred. Experience working with third-party partners, regulatory bodies, and financial institutions to [...]

Job vor 3 Tagen bei Jobleads gefunden Senior Advisor-In Charge Management • Hamburg, Berlin Abgeschlossenes Studium Unser Mandant ist ein unabhängiges, global tätiges Family Office, das maßgeschneiderte Investmentlösungen für Einzelpersonen, Familien und Stiftungen hauptsächlich in Europa und Lateinamerika anbietet. Mit einem[...]

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[...] verwalten. Zur Erreichung der individuellen Ziele arbeitet ein sehr erfahrenes Team hierbei eng mit den vielfältigen Kunden zusammen, um für sie persönliche Strategien zu entwickeln und deren Umsetzung zu unterstützen. I. R. einer Nachfolgeplanung suchen wir aktuell den Senior Client Advisor/ Wealth Manager (m/w/d) , der durch ständige Weiterbildung und Marktbeobachtung den Kunden stets die präzisesten und aktuellsten Ratschläge geben kann. Verantwortung [...]

Job vor 8 Tagen bei Jobleads gefunden

Director of Operations Remote Flexible

• Zürich Führungs-/ Leitungspositionen Are you a strategic leader, an operations expert, and a self-motivated professional seeking a transformative career shift into the personal development industry? Do you have[...]

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[...] growth, and personal development, this opportunity is for you What Youll Do: Strategic Marketing Business Growth: Develop and execute compelling marketing campaigns to expand your reach, attract new clients, and generate/ identify business growth opportunities. Leadership Team Mentoring: A key advisor and mentor to your team, facilitating communication, strategic initiatives, execution, and supporting your team to drive their business goals forward. [...] A commitment to self-improvement, leadership coaching, and empowering others. What We Offer: Work Remotely: 100 remote, flexible work environment to suit your lifestyle. Career Transition Growth Opportunities: The chance to leverage your operational expertise in a high-impact, mission-driven industry. Limitless Wealth Generating Potential: Performance-based rewards for results-oriented professionals. World-Class Training Leadership Development: Gain access to top-tier personal growth programs, executive coaching, [...]
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Job vor 9 Tagen bei Jobleads gefunden Risk Analytics Vice President • Frankfurt, Hesse Führungs-/ Leitungspositionen Risk Analytics Vice President Frankfurt 3246161 Morgan Stanley is seeking a Vice President with prior experience in risk model development or risk model validation to[...]

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[...] the execution of risk-adjusted returns through prudent risk-taking that protects Morgan Stanleys capital base, liquidity and franchise. About Morgan Stanley Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, investment management and wealth management services. As a market leader, the talent and passion of our people is critical to our success. Together, we [...] often balancing multiple high priority deliverables Where will you be working? Firm Risk Management (FRM) supports Morgan Stanley to achieve its business goals by partnering with business units across the Firm to realize efficient risk-adjusted returns, acting as a strategic advisor to the Board and protecting the Firm from exposure to losses as a result of credit, market, liquidity, operational, model [...]

Job vor 9 Tagen bei Jobleads gefunden

2025 Graduate Talent Program Corporate Real Estate-Region Zurich

• Zürich 2025 Graduate Talent Program-Corporate Real Estate-Region Zurich UBS Langstrasse, Schweiz Your role Interested in working in finance, specifically to support business clients, but not sure[...]

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[...] Clients (CIC) Graduate Talent Program in Switzerland. Youll get to: Maintain close contact with our customers and conduct on-site visits. Prepare and follow up on customer meetings and customer events. Get introduced to the entire day-to-day business of the client advisor and provide their administrative support. Assist the client advisor in analyzing financial statements, reviewing loan applications, and preparing annual loan [...] interest in the financial industry. We want to see what makes you unique and discover what you can bring to our team. Start date: July or September 1st, 2025 About us UBS is the worlds largest and only truly global wealth manager. We operate through four business divisions: Global Wealth Management, Personal Corporate Banking, Asset Management and the Investment Bank. Our [...]

Job vor 9 Tagen bei Jobleads gefunden Solution Engineer, Partner Enablement-DACH • Berlin Solution Engineer, Partner Enablement-DACH Berlin, Berlin, Germany Who we are We simplify wealth creation. Founded in 2014 in Vienna, Austria by Eric Demuth, Paul Klanschek[...]

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Solution Engineer, Partner Enablement-DACH Berlin, Berlin, Germany 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 [...] Mission: As a solution engineer/ Senior Presales Consultant, you will be fluent in German and English, and you will be instrumental in driving Bitpandas growth across DACH markets (Germany, Austria, and Switzerland) by serving as a technical expert and strategic advisor to prospective clients. Working closely with the sales team, you will leverage deep industry and technical knowledge to align Bitpandas [...]

Job vor 9 Tagen bei Jobleads gefunden Solution Engineer, Partner Enablement-DACH • Wien Solution Engineer, Partner Enablement-DACH Who we are We simplify wealth creation. Founded in 2014 in Vienna, Austria by Eric Demuth, Paul Klanschek and Christian Trummer,[...]

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Solution Engineer, Partner Enablement-DACH 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 [...] ready to join our industry-changing team. Lets go Your Mission: As a Senior Presales Consultant (German-speaking) , you will be instrumental in driving Bitpandas growth across DACH markets (Germany, Austria, and Switzerland) by serving as a technical expert and strategic advisor to prospective clients. Working closely with the sales team, you will leverage deep industry and technical knowledge to align Bitpandas [...]

Job vor 10 Tagen bei Jobleads gefunden Head of Vendor Management Strategic Sourcing Führungs-/ Leitungspositionen Head of Vendor Management Strategic Sourcing Were looking for a Head of Vendor Management Strategic Sourcing to join us, based in Hobart or Brisbane. This[...]

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[...] were entering an exciting phase of transformation and growth. With the recent merger of My State and Auswide Bank, were now part of a larger, dynamic group operating under four trusted brands-My State Bank, Auswide Bank, Self Co and TPT Wealth. This gives us a broader reach and an even stronger commitment to delivering exceptional experiences for our customers. This is a specialised, high-impact role where youll be the driving force behind My States vendor management and strategic sourcing. As a subject matter expert and trusted advisor to the business, youll set and execute sourcing strategies that deliver innovation, long-term value, and customer impact. Success in this [...]
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Job vor 10 Tagen bei Jobleads gefunden (Senior) Business Processes Consultant SAP Logistik/ Data Management (m/f/d) • Mannheim, Baden- Württemberg Beratungs-/ Consultingtätigkeiten Sabbaticals #We Are Camelot (Senior) Business Processes Consultant SAP Logistik/ Data Management (all genders) As a strategic advisor, digital innovator and trusted implementation partner, Camelots Data[...]

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#We Are Camelot (Senior) Business Processes Consultant SAP Logistik/ Data Management (all genders) As a strategic advisor, digital innovator and trusted implementation partner, Camelots Data Analytics division is a leader in advising data-driven organizations. We drive digital [...] solutions with function and technical teams using agile methods. You remain the first point of contact after the adoption of your solutions and for change requests from our customers. Bring your experience. You have sound professional practice and an extensive wealth of experience in the business process and data consulting environment. You have experience with change management and adoption processes. You [...]
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Job vor 11 Tagen bei Jobleads gefunden Registered Wealth Management Client Associate • Basel, Basel- Stadt Beratungs-/ Consultingtätigkeiten Job Description: Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth[...]

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Job Description: Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill [...] of their clients. Responsibilities: Provides excellent Client Service to the banks clients through educating them on all of the banks service and banking offerings Ensures timeliness, accuracy, and completeness in client materials and follows up on all client and Financial Advisor (FA) requests Assists with ensuring practices are in alignment with the banks policies and procedures to support operational excellence, protect [...]

Job vor 12 Tagen bei Jobleads gefunden Wealth Management Advisor • Dammbach, Bayern Beratungs-/ Consultingtätigkeiten Remote Dein Wohnsitz muss sich in Deutschland, Österreich oder der Schweiz befinden. Deine Chance Dich erwartet ein dynamisches, leistungsorientiertes Umfeld mit attraktiver, erfolgsbasierter Vergütung und[...]

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Remote Dein Wohnsitz muss sich in Deutschland, Österreich oder der Schweiz befinden. Deine Chance Dich erwartet ein dynamisches, leistungsorientiertes Umfeld mit attraktiver, erfolgsbasierter Vergütung und das Beste: Du bekommst vorqualifizierte Leads direkt von uns über zielgerichtete Marketingkampagnen. Unsere Admin-Teams nehmen Dir alles ab, was [...]
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Job vor 14 Tagen bei Jobleads gefunden Senior Account Executive, Mid-Market/ Enterprise-DACH (German Speaking) • Berlin Senior Account Executive, Mid-Market/ Enterprise-DACH (German Speaking) Remote-Germany About Remote Remote is solving global remote organizations biggest challenge: employing anyone anywhere compliantly. We make it[...]

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[...] and senior-level personas Extensive experience as an Account Executive or related SaaS sales experience preferred Strong problem-identification and objection-resolution skills Ability to confidently make cold calls to build pipelines Ability to build trust with a client and work as an advisor Demonstrated ability to forecast sales to achieve targets every month Experience with customer relationship management (CRM) tools In-depth understanding of [...] competitive benefits in all locations in which we operate. We do not agree to or encourage cheap-labor practices and therefore we ensure to pay above in-location rates. We hope to inspire other companies to support global talent-hiring and bring local wealth to developing countries. At first glance our salary bands seem quite wide-here is some context. At Remote we have international [...]
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Job vor 14 Tagen bei Jobleads gefunden Account Executive-DACH Remote is solving global remote organizations biggest challenge: employing anyone anywhere compliantly. We make it possible for businesses big and small to employ a global[...]

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[...] to work independently and as an active member of the team Efficient in multitasking, prioritization, and time management In-depth understanding of company services and its position in the industry Ability to build trust with a client and work as an advisor Capable of forecasting sales to achieve targets on a monthly basis Experience in the HR industry a plus Its not [...] competitive benefits in all locations in which we operate. We do not agree to or encourage cheap-labor practices and therefore we ensure to pay above in-location rates. We hope to inspire other companies to support global talent-hiring and bring local wealth to developing countries. At first glance our salary bands seem quite wide-here is some context. At Remote we have international [...]

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