Wealth Management Advisor Stellenangebote


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Stellenangebote Wealth Management Advisor Jobs


Job am 03.04.2025 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 das Beste: Du bekommst vorqualifizierte Leads direkt von uns über zielgerichtete Marketingkampagnen. Unsere Admin-Teams nehmen Dir alles ab, was [...]
Job vor 4 Tagen bei Jobleads gefunden Head of Compliance (m/f/x) • München, Bayern Führungs-/ Leitungspositionen Jobticket [...] leading digital investment platform in Europe. The company empowers everyone to shape their financial future. Scalable Broker makes it easy and affordable for clients to invest professionally in stocks, ETFs and other exchange-traded products and set up savings plans. Scalable Wealth, the digital wealth management service, offers clients professional investment in ETF portfolios and is also adopted as a white-label solution by renowned B2B partners. [...] to implement a best-in-class compliance management program, in line with regulatory standards and industry best practices Coordinate compliance-related projects with internal teams and external partners. Lead the development and enhancement of compliance processes to ensure efficiency and effectiveness. Act as advisor and strategic partner to senior management, providing expert compliance insights and guidance to support decision-making and drive the organizations strategic [...]
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Job vor 8 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[...]
MEHR INFOS ZUM STELLENANGEBOT[...] The Finance Department reports to the Chief Financial Officer and consists of some 3, 000 employees worldwide. Finance protects the Morgan Stanley franchise by serving as guardian of the Firms books and records and by contributing 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 Street Bank International (SSBI) in Germany and its eight European Branches. The Central Outsourcing Officer is responsible [...] 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

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

• Frankfurt, Hesse Führungs-/ Leitungspositionen [...] The Finance Department reports to the Chief Financial Officer and consists of some 3, 000 employees worldwide. Finance protects the Morgan Stanley franchise by serving as guardian of the Firms books and records and by contributing 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 [...] 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 tradition [...] 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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Neu Job vor 6 Std. bei Jobleads gefunden

2025 Graduate Talent Program Corporate RE-Berner Oberland

• Thun, Bern Job Reference # 316233BR City Bern Burgdorf Langnau i. E. Thun Your role Interested in working in finance, specifically to support business clients, but[...]
MEHR INFOS ZUM STELLENANGEBOT[...] 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 Maintain close contact with our clients and conduct on-site visits together with the Client Advisor Prepare and follow up on client meetings and client events. Get introduced to the entire day-to-day business of the client [...] 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 global reach and the breadth of our expertise set us [...]
Neu Job vor 6 Std. bei Jobleads gefunden Corporate Client Manager • Berlin We simplify wealth creation. Founded in 2014 in Vienna, Austria by Eric Demuth, Paul Klanschek and Christian Trummer, were here to help people [...] Leadership: Lead, coach, and support a high-performing team by setting clear goals, defining KPIs, and driving execution for corporate crypto clients. Client Relationships Development: Develop strategic account plans to grow corporate client relationships, identify opportunities, and act as a trusted advisor by maintaining consistent communication, gathering feedback, and ensuring client needs shape products and services. Client Acquisition: Represent Bitpanda at industry events, organize targeted initiatives and develop compelling acquisition strategies. Project Process Ownership: Drive cross-functional projects that enhance products and processes, while improving client onboarding and account management workflows. Market Insights: Monitor market, competitor, and regulatory trends to inform strategic decisions and support continuous innovation. Who You Are [...]
Neu Job vor 6 Std. bei Jobleads gefunden

Senior Rewards Consultant

• Düsseldorf, Nordrhein- Westfalen Beratungs-/ Consultingtätigkeiten Senior Rewards Consultant Location: Aarhus/ Copenhagen, Denmark Mercer is a global consulting leader in advancing the health, wealth and careers of over 115 million people. Mercer operates in more than 130 countries and employs over 25, 000 people [...] programs and provide strategic recommendations Support the design and implementation of job level frameworks, support our clients on their pay transparency journey and the development of pay structures and incentive plans Develop and drive client events and client relationships Independent management of client projects and internal projects Build strong client relationships and act as a trusted advisor on rewards and total compensation matters Be a mentor a role model to junior team members, including supporting and guiding [...]
Job vor 2 Tagen bei Jobleads gefunden Solution Architect-Cloud Change Coordinator-C • Verwaltungsgemeinschaft Meßkirch, Baden- Württemberg Proximus NXT Luxembourg supports all organizations in their digital transformation, by providing holistic ICT Telecommunication solutions, as well as tailored managed services. With our partners[...]
MEHR INFOS ZUM STELLENANGEBOT[...] Cloud Platform) , and on-premise technologies to meet customer requirements while fostering a relationship of trust throughout the partnership. Key Responsibilities : Understanding Customer Needs: Collaborate with customers to understand their technical requirements and business needs, acting as a trusted advisor and strategic partner in their technology journey. Architecture Development: Design comprehensive enterprise and cloud architectures that combine cloud platforms (AWS, [...] applications to align with customer budgets and requirements. Cloud Infrastructure Strategy: Provide expertise in cloud adoption, migration strategies, infrastructure modernization, and integration with existing enterprise systems. Application Integration Design: Architect scalable, secure, and resilient application solutions leveraging microservices, containerization, API management, and messaging platforms. Cost Awareness: Develop customer solutions that meet cost targets, fostering a relationship of trust throughout the partnership. [...] in any other European language is a plus. Our offer : A professional and stimulating work environment in the IT telecom sector. Multiple career opportunities within the Proximus Group at national and international level, cutting-edge training in new technologies, a wealth of recognized expertise. We also offer an attractive salary package and many other benefits. Our company is an equal opportunity [...]
Job vor 3 Tagen bei Jobleads gefunden

Legal counsel

• Sachseln, Obwalden Context Environment Fast-paced, dynamic trading environment with time-sensitive, business critical activities requiring responsiveness, proactivity, strong planning and organisational skills and attention to details; Rapidly changing[...]
MEHR INFOS ZUM STELLENANGEBOT[...] within the business. Activities We are looking for a new Legal Counsel What you will do: As a Legal Counsel, you will be part of T S Global Legal Team. You will report to the VP Legal and advise traders, management, operators and support office functions. You will be legal advisor on third party negotiation teams on a variety of transactions (commercial/ finance/ operations etc. ) To do so, your main [...] all levels of management. Legal training in another European jurisdiction is an advantage. Knowledge of French and/or another major European language would also be an advantage. At Total Energies, we believe that our employees fulfilment has its roots in the wealth of the experiences they are offered. We are an equal opportunity employer committed to respecting diversity and inclusion in the [...]
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Job vor 4 Tagen bei Jobleads gefunden Private Wealth Advisor • Gemeinde See, Tirol Beratungs-/ Consultingtätigkeiten Description 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[...]
MEHR INFOS ZUM STELLENANGEBOTDescription 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 [...] met. Work in conjunction with (Sr. ) Financial Planner to initiate client meetings, follow up on meetings and respond to client inquiries regarding actions taken to accomplish goals. Team Leadership-Sincerely values people and applies the principles embodied in the Companys Management Language, leadership principles and core values to lead their team in a manner that respects and values each. Practice the [...]
Job vor 5 Tagen bei Jobleads gefunden

Institutional Sales Director, Switzerland (M/ W/ D)

• München, Bayern Führungs-/ Leitungspositionen [...] the candidate to acquire a deep understanding of Dimensionals business processes, investment philosophy and approach, and effectively articulate this to clients. The candidate will work directly with the global distribution business along with other internal departments such as marketing, portfolio management, and analytics to ensure clients receive exceptional service and be accountable for the team delivering it. Responsibilities: Develop, coordinate, and implement sales, client service and marketing regimes for institutional clients and prospects in Switzerland and continental Europe. Work with wealth-focused sales channels team members to fully develop all opportunities in the region. Build and maintain deep relationships with staff at [...] levels of a clients business. Provide constructive feedback on strategies and trends to the executive, sales and investment management teams. Lead complex technical investment discussions, including review meetings, with a sophisticated audience. Act as an intellectual contributor and a trusted advisor to our prospects and clients. Experience required: Significant investment sales experience required, ideally gained from working at an institutional asset [...]
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Job vor 8 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 an exciting [...] 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 8 Tagen bei Jobleads gefunden

2025 Graduate Talent Program Corporate Real Estate-Central CH

• Zug [...] 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 financing issues and the annual loan submission Prepare offers for the entire product range for corporate clients (including credits, foreign exchange hedging, cash management, etc. ) Prepare and follow up on customer meetings, as well as participate in them Create professional client presentations to [...] 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 8 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[...]
MEHR INFOS ZUM STELLENANGEBOTClarus 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 9 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 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 [...] 5 years in presales, solutions engineering, or a related role within fintech, banking, or digital assets. Fluent in German and English, with strong communication skills to engage effectively across DACH region clients. In-depth understanding of blockchain, cryptocurrencies, and digital asset management, with the ability to explain complex concepts to varied audiences with strong client-facing skills, with a consultative, problem-solving approach. Sales [...]
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Job vor 9 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[...]
MEHR INFOS ZUM STELLENANGEBOT2025 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 [...] 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 14 Tagen bei Jobleads gefunden

Director of Operations Remote Flexible

• Zürich Führungs-/ Leitungspositionen [...] 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. [...] to drive efficiency, scalability, and growth. Continuous Learning Personal Growth: Cultivate a growth mindset, leadership skills, and personal excellence as part of our learning-driven culture. What We Look For: Visionary Leaders Strategic Thinkers: Professionals who excel in strategic planning, operations management, executive leadership. Big Thinker Self-Starter Attitude: Individuals eager to build a flexible, purpose-driven career with a high level of autonomy, [...] 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 am 06.04.2025 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[...]
MEHR INFOS ZUM STELLENANGEBOT[...] Capital function for the production of risk-based capital under regulatory approvals such as IMA, IMM and IRB. Additionally, Risk Analytics is responsible for the development of economic capital models for ICAAP, and models used by the Market and Credit Risk Management functions. This position will have particular focus on IMM/ IRB, the counterparty risk and credit risk internal regulatory approved models. [...] 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 am 06.04.2025 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,[...]
MEHR INFOS ZUM STELLENANGEBOTSolution 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 [...] 5 years in presales, solutions engineering, or a related role within fintech, banking, or digital assets. Fluent in German and English, with strong communication skills to engage effectively across DACH region clients. In-depth understanding of blockchain, cryptocurrencies, and digital asset management, with the ability to explain complex concepts to varied audiences with strong client-facing skills, with a consultative, problem-solving approach. Sales [...]
Job am 06.04.2025 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[...]
MEHR INFOS ZUM STELLENANGEBOTSolution 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 [...] 5 years in presales, solutions engineering, or a related role within fintech, banking, or digital assets. Fluent in German and English, with strong communication skills to engage effectively across DACH region clients. In-depth understanding of blockchain, cryptocurrencies, and digital asset management, with the ability to explain complex concepts to varied audiences with strong client-facing skills, and a consultative, problem-solving approach. Sales [...]
Job am 05.04.2025 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[...]
MEHR INFOS ZUM STELLENANGEBOT#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 am 04.04.2025 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[...]
MEHR INFOS ZUM STELLENANGEBOTJob Description: Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth [...] 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 am 01.04.2025 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[...]
MEHR INFOS ZUM STELLENANGEBOT[...] able to drive successful client outcomes, grow accounts and drive revenue outcomes High level of integrity and work ethic Self-motivated and self-directed; able to work independently and as an active member of the team Excellent in multitasking, prioritization, and time management In-depth knowledge of sales processes, demonstrated ability to qualify opportunities involving multiple key decision makers, initiate and convert prospects, close [...] 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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