Wealth Planning Specialist Stellenangebote

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Stellenangebote Wealth Planning Specialist Jobs bei StepStone

Job gestern gefunden Tec Alliance GmbH

Human Resources Specialist (m/f/d) Payroll Projects

• Köln Homeoffice möglich

MEHR

[...] the best part? You get to co- manage this transformative project. And this is for sure not the last project. Furthermore you get to work on the improvement of payroll processes and support future HR projects (eg. In Compliance, Personnel Planning etc. ) Were a team, and were eagerly looking forward to welcoming someone soon. What does this role entail? A [...] means preparing data so its ready for reporting, payroll, and implementation. Additionally, youll be working with our colleagues from all over the world to assign and track project tasks, align communication and processes and collect and refine data. Human Resources Specialist (m/f/d) Payroll Projects People Organisation Cologne Hybrid Assign Track project tasks using planner in Teams Work on project tasks Collect [...] or health insurance, providing you with valuable benefits and tax advantages. Location- independency/ flexibility : Hybrid or Remote within Germany (Cologne Office preferred) Structured Onboarding: you receive an individual onboarding plan, have multiple onboarding days in the beginning, and a wealth of e- learning, training, and documentation besides your team at your disposal. Set- up: for this, we will provide you [...]
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Jobs aus StepStone

Weitere Stellenangebote Wealth Planning Specialist bei StepStone

Job vom 19.01.2025 MEAG MUNICH ERGO Asset Management GmbH Trainee- Business Project Excellence (m f d) • München Absolventen, Einsteiger, Trainees Homeoffice möglich

MEHR

[...] the world, support from experienced colleagues Application documents: CV and relevant references You will gain a profound understanding of business operations and project management, developing the core skills for your success You will provide operational and strategic support to the specialist departments, gaining a broad insight into MEAG, e. g. with regard to strategic issues/ analyses, presentation and process optimisation You [...] opportunities You are proficient in MS Office Your English is at least at C1 level and your German at least B2 Flexibility: Mobile working (option to work from home a few days a week) , 30 days of annual leave Wealth Retirement Planning: Corporate pension plan and employer- sponsored investment schemes Development: Extensive professional and personal development opportunities (internal external offers) , access [...]

Stellenangebote Wealth Planning Specialist Jobs bei JobMESH

Job vom 03.02.2025 Heuft Systemtechnik GmbH

Network and Infrastructure Specialist (m/f/d)

MEHR

[...] up extraordinary opportunities. Our recipe for success? The team spirit, commitment and expertise of each and every one of our 1, 200 employees. Thats why were looking for you- a committed and proactive personality who works on change with a wealth of ideas and determination. With your enthusiasm for people and processes, you will design solutions to achieve sustainable success. You love to actively initiate change with a hands- on mentality and bring our HR structures up to date. Network and infrastructure specialist (m/f/d) (JOB ID: HS18698) Your tasks: Administration and further development of our IT infrastructure (network, etc. ) Maintenance and operation of the IT infrastructure, including error analysis and troubleshooting at third level Planning, scheduling, roll- out and integration of hardware and software solutions into our existing system landscape Maintaining and continuously updating technical [...]
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Stellenangebot Wealth Planning Specialist Job bei Heuft Systemtechnik GmbH

Job vom 06.02.2025 Heuft Systemtechnik GmbH Network and Infrastructure Specialist (m/f/d)

MEHR

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Stellenangebote Wealth Planning Specialist Jobs bei Neuvoo.com

Neu Job vor 8 Std. gefunden Tec Alliance GmbH

Hohes Gehalt Human Resources Specialist (m/f/d) Payroll Projects

• Cologne

MEHR

[...] the best part? You get to co- manage this transformative project. And this is for sure not the last project. Furthermore you get to work on the improvement of payroll processes and support future HR projects (eg. In Compliance, Personnel Planning etc. ) Were a team, and were eagerly looking forward to welcoming someone soon. What does this role entail? A [...] means preparing data so its ready for reporting, payroll, and implementation. Additionally, youll be working with our colleagues from all over the world to assign and track project tasks, align communication and processes and collect and refine data. Human Resources Specialist (m/f/d) Payroll Projects People Organisation Cologne Hybrid Aufgaben- Assign Track project tasks using planner in Teams- Work on project tasks- [...] health insurance, providing you with valuable benefits and tax advantages. Location- independency/ flexibility :- Hybrid or Remote within Germany (Cologne Office preferred) - Structured Onboarding: you receive an individual onboarding plan, have multiple onboarding days in the beginning, and a wealth of e- learning, training, and documentation besides your team at your disposal.- Set- up: for this, we will provide you [...]

Job gestern gefunden Tec Alliance GmbH Human Resources Specialist (m/f/d) Payroll Projects

MEHR

[...] the best part? You get to co- manage this transformative project. And this is for sure not the last project. Furthermore you get to work on the improvement of payroll processes and support future HR projects (eg. In Compliance, Personnel Planning etc. ) Were a team, and were eagerly looking forward to welcoming someone soon. What does this role entail? A [...] means preparing data so its ready for reporting, payroll, and implementation. Additionally, youll be working with our colleagues from all over the world to assign and track project tasks, align communication and processes and collect and refine data. Human Resources Specialist (m/f/d) Payroll Projects People Organisation Cologne Hybrid Assign Track project tasks using planner in Teams Work on project tasks Collect [...] or health insurance, providing you with valuable benefits and tax advantages. Location- independency/ flexibility : Hybrid or Remote within Germany (Cologne Office preferred) Structured Onboarding: you receive an individual onboarding plan, have multiple onboarding days in the beginning, and a wealth of e- learning, training, and documentation besides your team at your disposal. Set- up: for this, we will provide you [...]

Stellenangebote Wealth Planning Specialist Jobs bei Jobleads

Neu Job vor 8 Std. gefunden

Senior Major Account Executive

• Frankfurt, Hesse

MEHR

[...] and securing new business opportunities, cultivating relationships with prospects, and consistently achieving sales targets. This role requires a proactive approach to sales, with a focus on generating new leads and converting them into customers. What youll do: Territory and Account Planning: Collaborate with your local team to build a comprehensive territory and account plan New Business Development: Drive new business opportunities [...] and closed at least 500K ACV in new business bookings Have a qualified 4x pipeline of business Have added 25 new logo accounts to your prospect list 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 [...] and inclusion and rewards innovation, curiosity, and creativity. We achieve remarkable results by working together in a supportive environment that focuses on continuous learning and embraces change. So, whether youre a software engineer, marketing manager, customer care pro, or product specialist, you belong here, where you will have the opportunity to grow and develop your career. Check out what its like [...]

Neu Job vor 8 Std. gefunden Senior Auditor, Officer, Hybrid (m/f/d) • München, Bayern

MEHR

[...] environment of SSBI and State Street overall. You will interact and communicate regularly with executive management and have tremendous insight into all parts of the banks daily operations and Governance Processes. In this role you will be a subject matter specialist and internal controls expert, providing knowledge and experience in key risk areas, in particular related to Depositary and Custody activities. [...] be performed in a hybrid model, where you can balance work from home and office to match your needs and role requirements. What you will be responsible for As Business/ Operational Senior Auditor, Officer you will Successfully participate in the planning, execution and completion of audits following a risk based methodology in line with Division and Industry Standards as well as [...] 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 vor 5 Tagen gefunden

Service Now Solutions Architect- Switzerland (Relocation Available)

• Dammbach, Bayern

MEHR

Service Now Solutions Architect- Switzerland (Relocation Available) Our Client Our client is a leading financial services company in Switzerland, specializing in banking, wealth management, and insurance solutions. With a strong presence in the Swiss and international markets, they are committed to digital transformation [...] Drive automation and integration initiatives to enhance Service Now functionality across the organization. Stay up to date with Service Now advancements and recommend innovative solutions to improve platform efficiency. Support pre- sales activities and contribute to solution proposals and strategic planning. Skills Experience Required Extensive experience as a Service Now Architect, Technical Lead, or Senior Consultant. Strong expertise in Service Now ITSM, with experience in ITOM, HRSD, CSM, or other modules being a plus. Experience designing and implementing Service Now integrations (REST, SOAP, third- party applications) . Service Now certifications such as Certified Implementation Specialist (CIS) , Certified Technical Architect (CTA) , or Certified Application Developer (CAD) are highly desirable. Experience in financial services, banking, [...]

Job vor 5 Tagen gefunden Payroll Operations Lead- Germany

MEHR

[...] positions are fully remote. You do not have to relocate to join us What this job can offer you This is an exciting time to join Remote and make a personal difference in the global employment space as a Payroll Specialist Lead joining our Global Payroll Operations Team. What you bring Payroll management or equivalent experience Knowledge of payroll best practices. [...] 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. The base salary range for this full- time position is 61, 500 EUR to 69, 200 EUR. [...] Linked In Profile How did you hear about Remote? Select. . . Please choose the country in which you are located. Select. . . Work eligibility is extremely important. Are you legally eligible to work in the country where youre planning to work from? Select. . . If you are eligible, please select the status that allows you to work and [...]

Job vor 8 Tagen gefunden

Career Entry: Consultant in Private Clients Tax Team, Zürich District

• Zürich Beratungs-/ Consultingtätigkeiten

MEHR

[...] your expertise comes into play. As a Consultant in our HNWI Individual Tax team, embedded in the wider Deloitte Private network, you will support our team to provide HNWIs and Family Offices with tailored advice and services around individual tax planning and compliance. You will have possibilities to coordinate across different service lines to provide comprehensive solutions and to start building [...] tax advisory skills every day with us. How you can make an impact You will join our HNWI Individual Tax team and will support our HNWI clients in a wide and comprehensive range of topics, such as personal income and wealth tax, tax structures, social security, legal matters, trusts, pensions, security transactions, real estate and real estate acquisitions, inheritance and gift [...] advisory projects in different areas. You will be working in specialized teams across different service lines located in Switzerland and abroad. You will have the opportunity to learn and grow your technical knowledge on a wide range of interesting and specialist topics and will be able to start establishing long- term relationships with our clients and within our Deloitte network. You [...]
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Job vor 9 Tagen gefunden Client Investment Specialist- Waregem/ Latem • Berlin

MEHR

Puilaetco- Quintet Private Bank is a leading private bank in the wealth management sector; we are committed to our clients and their families, and pride ourselves on our personalised service based on [...] opportunity to grow your career while developing personally and professionally through various resources and programmes. The CIS that will join the Investments Client Solution team at Puilaetco will become a key player in delivering exceptional investment solutions. As an investment specialist and advisor, you will work closely with bespoke clients, providing expert guidance on advisory and discretionary investment services. Not only [...] our Group (i. e. Asset Allocation, Structured Solutions, Alternatives, Fund Solutions, Equities, Fixed Income, and Direct Investments) . Client Advisors partner: ensure we drive a holistic approach to client relationships. Support our Client Advisors, and partner with Lending and Wealth Planning, in driving growth. Help develop, pitch and oversee customised DPM solutions tailored to the needs of Bespoke clients. Change partner: [...]

Job vor 11 Tagen gefunden

Financial Risk Auditor, Officer, Hybrid (m/f/d)

• München, Bayern

MEHR

[...] is looking for a Financial Risk Auditor, Officer for the support of our Corporate Audit Department with focus on audit engagements on Internal Capital Adequacy Assessment Process (ICAAP) , Internal Liquidity Adequacy Assessment Process (ILAAP) , Models, Recovery and Resolution Planning (RRP) and Single Resolution, who will be responsible for providing independent, objective assurance and advisory services designed to add value, [...] environment of SSBI and State Street overall. You will interact and communicate regularly with executive management and have tremendous insight into all parts of the banks daily operations and Governance Processes. In this role you will be a subject matter specialist and internal controls experts, providing knowledge and experience in key risk areas, in particular related to Financial Risk. You will [...] 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 [...]

Job vor 11 Tagen gefunden Senior Accountant Brisbane

MEHR

Add expected salary to your profile for insights Roberts + Morrow is a progressive BRW top 50, multi- disciplinary accounting and professional services practice. We embrace technology and work collaboratively with our in- house specialist teams to meet the needs of our clients right across Australia. The practice has grown and developed over 70 years [...] The successful candidate should also have an interest in mentoring our most junior team members. Responsibilities will include: Prepare financial statements for all entity types Conduct financial analysis to identify trends or irregularities in client accounts Assist clients with tax planning strategies and ensure compliance with relevant regulations Collaborate with clients to resolve any accounting- related issues or discrepancies Provide recommendations on improving financial processes for clients businesses Stay updated on changes in accounting standards or regulations that may affect clients operations Involvement in tax advisory work including restructures, access to small business CGT concessions, inter- generational wealth transfer strategies and tax consolidation if desired ABOUT YOU? Our ideal candidate will have: Bachelors degree in Accounting or related [...]

Job vom 18.02.2025

Senior Cybersecurity Specialist

• Bioggio, Tessin Work-Life-Balance

MEHR

Senior Cybersecurity Specialist Full- time Company Description Founded and headquartered in Switzerland, Avaloq is continuously expanding its global footprint with around 2, 500 colleagues in 12 countries, and more than 170 clients in 35 countries. We are an industry- leading provider of wealth management technology and services for financial institutions around the world, including private banks and wealth managers, investment managers, as well [...] global cyber security operations team with a focus on identification, analysis and response to cyber security threats and events. You will support the Head of our Cyber Security Operations Center in improving the effectiveness of the team and lead the planning, implementation, and documentation. You can expect a demanding and complex international environment, which is highly stimulating and encouraging. The growth [...]

Job vom 18.02.2025 Senior Cybersecurity Specialist • Lugano, Tessin Work-Life-Balance

MEHR

Company Description Founded and headquartered in Switzerland, Avaloq is continuously expanding its global footprint with around 2, 500 colleagues in 12 countries, and more than 170 clients in 35 countries. We are an industry- leading provider of wealth management technology and services for financial institutions around the world, including private banks and wealth managers, investment managers, as well [...] global cyber security operations team with a focus on identification, analysis, and response to cyber security threats and events. You will support the Head of our Cyber Security Operations Center in improving the effectiveness of the team and lead the planning, implementation, and documentation. This position is open for Bioggio or Zurich locations in Switzerland. Your key tasks Handle daily incidents/ [...]

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