Wealth Planning Specialist Stellenangebote

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Stellenangebote Wealth Planning Specialist Jobs bei Jooble

Neu Job vor 10 Std. gefunden MSCI Inc.

Global Sales Specialist

MEHR

The MSCI Index Sales Manager drives the growth of our index business primarily with Asset Managers, Wealth Managers and Banks in the DACH region. Working with MSCI clients also means presenting our research publications and helping them to apply them to their benefit. This position is a highly visible role working in a targeted, sales driven environment. The index sales specialist will be involved various aspects of account management including senior level relationship management, product demonstrations, contract negotiation, and increasing revenue through new sales and strategic account planning. Competitive fixed and variable compensation, holiday/ vacation allowance and retirement savings plans/ pensions A wide range of benefits including healthcare, [...]

Neu Job vor 10 Std. gefunden MSCI Inc. Global Sales Specialist (English German speaking)

MEHR

The MSCI Index Sales Manager drives the growth of our index business primarily with Asset Managers, Wealth Managers and Banks in the DACH region. Working with MSCI clients also means presenting our research publications and helping them to apply them to their benefit. This position is a highly visible role working in a targeted, sales driven environment. The index sales specialist will be involved various aspects of account management including senior level relationship management, product demonstrations, contract negotiation, and increasing revenue through new sales and strategic account planning. Competitive fixed and variable compensation, holiday/ vacation allowance and retirement savings plans/ pensions A wide range of benefits including healthcare, [...]

Neu Job vor 10 Std. gefunden MSCI Inc. Index Sales Specialist

MEHR

Your team responsibilities The MSCI Index Sales Manager drives the growth of our index business primarily with Asset Managers, Wealth Managers and Banks in the DACH region. This includes the management of existing client relationships as well as the expansion [...] them to apply them to their benefit. In this regard, our knowledge about institutional investors is of great interest to many investment managers. This position is a highly visible role working in a targeted, sales driven environment. The index sales specialist will be involved various aspects of account management including senior level relationship management, product demonstrations, contract negotiation, and increasing revenue through new sales and strategic account planning. What we will offer you: Depending on your location of your role, you can expect Competitive fixed and variable compensation, [...]

Neu Job vor 10 Std. gefunden MSCI Inc.

Expert project, expert sales

MEHR

Neu Job vor 10 Std. gefunden MSCI Inc. Sales Specialist (English speaking)

MEHR

Neu Job vor 10 Std. gefunden MSCI Inc. Sales Specialist: Support Services

MEHR

Stellenangebote Wealth Planning Specialist Jobs bei Mindmatch.ai

Stellenangebot Wealth Planning Specialist Job bei Bitpanda GmbH

Neu Job vor 10 Std. gefunden Bitpanda GmbH

Senior Risk Specialist- Corporate Functions Vienna, Vienna, Austria

• AT- 9

MEHR

Who we are We simplify wealth creation. Founded in 2014 in Vienna, Austria by Eric Demuth, Paul Klanschek and Christian Trummer, we re here to help [...] if you re someone who thinks big, moves fast and wants to make an impact right from day one, then get ready to join our industry- changing team. Let s go Your Mission Join our team as a Senior Risk Specialist, overseeing all non- financial risk oversight and advisory activities facing off stakeholders in Corporate Functions and Compliance in the 1LOD [...] What you ll do Provide oversight of all Corporate Functions (e. g. , Finance, Tax, Accounting, HR, Legal) as well as Compliance (Regulatory and Financial Crime) risks. Collaborate with Corporate Functions and Compliance teams regarding new programs, governance, and roadmap/ planning, in alignment with Bitpanda s Risk Management Framework. Act as the point of contact for Corporate Functions and Compliance teams, [...]
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Stellenangebote Wealth Planning Specialist Jobs bei Jobleads

Job vor 6 Tagen gefunden Director, Regional Sales- Major Account Executives • München, Bayern Führungs-/ Leitungspositionen

MEHR

[...] process. Actively participate in onboarding to decrease time to productivity of new hires. Instill and foster a partnering DNA to derive maximum leverage from resellers, distributors, hyperscalers, technical alliances, and others within the regional ecosystem. Make data- driven decisions in planning across all facets of the business (territory planning, accounts, compensation, etc. ) , and in forecasting driving for +/- 5 [...] have: Made improvements to the team. Firmly established your cadence. Built plans to capitalize on the strengths/ opportunities in the SWOT, and address weaknesses/ mitigate threats. We ve got you covered: Our holistic benefits package includes coverage of your health, wealth, and wellness as well as a great work environment, employee programs, and company culture. We offer a competitive salary 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 you re 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 it s [...]
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Job vor 10 Tagen gefunden Director, Regional Sales- Major Account Executives Führungs-/ Leitungspositionen

MEHR

Job vor 10 Tagen gefunden

Risk Engineer- General Property (m/f/d)

• München, Bayern Work-Life-Balance

MEHR

[...] arising from industrial processes. We are looking for a Risk Engineer (m/f/d) with sound knowledge in the assessment of industrial risks as well as corresponding protective measures. Responsibilities: Advise and support underwriters in the technical assessment of insurance risks. Independent planning and execution of customer visits worldwide to analyze inherent risks and protective measures as well as documentation of relevant aspects [...] and protection concepts. Strong ability to analyze and evaluate technical processes and their economic backgrounds. Talent for developing holistic approaches and abstract reasoning, including the ability to communicate complex content in an easily understandable way to internal and external non- specialist audiences. Strong service orientation, high level of social competence and ability to work in a team, efficient task prioritization and [...] and better. Continuous Learning : we believe that continuous learning is a key differentiator and critical for building new skills and accelerating growth. Career Mobility : we actively support career mobility, and our strong global and regional presence offers a wealth of career growth opportunities for you. Rewards Recognition: Competitive salary: appropriate compensation for your high level of commitment. Retirement provision: [...]

Job vor 10 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 vor 10 Tagen gefunden Human Resources Business Partner (HRBP) Beratungs-/ Consultingtätigkeiten

MEHR

Consulting Generalist HR (Human Resources Recruitment) Full time About Fyfe Fyfe is a multi- disciplinary consultancy providing comprehensive engineering, environmental, planning, and surveying services throughout Australia. We work with a wide range of clients in the Energy Resources, Infrastructure, and Property [...] and industrial relations, and supporting organisational development and training programs. This is a permanent full- time position working from the office that balances operational HR activities and strategic HR initiatives. Role Responsibilities Support Hiring Leaders and the Senior Talent Acquisition Specialist with recruitment and selection of key talent. Partner with the leadership team acting as a trusted advisor on HR matters. [...] fostering a culture built on respect, integrity, and the delivery of value. This is achieved through modern working conditions supported by an inclusive management style with an open- door policy applicable to everyone. We encourage staff to tap into the wealth of knowledge across our 16 offices nationally, promoting information sharing and collaboration. Benefits Inclusive Culture: Join a social, collaborative, and [...]

Job vor 10 Tagen gefunden

Senior Project Manager- Renewables Design

MEHR

Fyfe is a multi- disciplinary consultancy providing comprehensive engineering, environmental, planning and surveying services throughout Australia. Fyfe works with a wide range of clients in the Property Infrastructure and Energy Resources sectors to provide high quality, commercially pragmatic solutions with a strong focus on client service and delivery. Our Energy and Resources Engineering Division delivers specialist mining, energy, hydrogen and renewable energy projects across the country. These include process plant modifications, upstream flowlines, well leases, network [...] applicable to everyone. Fyfe has also engaged various corporate entities to offer benefits to staff, have a social club and encourage an innovative and pro- active approach to projects. With 16 offices nationally, staff are encouraged to tap into the wealth of knowledge that we have, welcoming information sharing and troubleshooting among colleagues. Flexible Working Conditions: Enjoy contemporary and inclusive working [...]

Job vom 07.11.2024 Finance Accounting Specialist- Part- Time (20- 30 hours) (f/m/d) München, Bavaria, Germany

MEHR

Finance Accounting Specialist- Part- Time (20- 30 hours) (f/m/d) ALAIKA is a Strategy Consultancy focused on Financial Services . Our vision is to [...] s financial health. Financial Stewardship: You will support/ later oversee the precise execution of financial transactions and maintain the integrity of our financial records. Tax Compliance: Your expertise will guide our adherence to tax regulations, ensuring compliance and strategic financial planning. Payroll Administration: You will play a key role in payroll processing, ensuring timely and accurate compensation for our workforce. Financial [...] from our seasoned CFO. Learn from the best: Our team comprises experts addressing the most pressing challenges in areas such as Cybersecurity, Data Analytics/ AI, and ESG/ Climate Tech . Engage daily with these thought leaders and tap into their wealth of knowledge. Open Feedback Culture: Radical transparency is one of our core values. Company Events: We celebrate together what we [...]
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Job vom 07.11.2024 Public Relations Continental Europe, Assistant Vice President • München, Bayern Führungs-/ Leitungspositionen

MEHR

[...] necessary processes and policies are followed. This role can 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 Public Relations Specialist you will Collaborate with colleagues on the internal global PR team, global marketing and external agencies to create, refine and [...] and digital media Support media interactions of business stakeholders at industry conferences What we value These skills will help you succeed in this role: Building differentiated earned media platforms Reputation and issues management Ability to develop and execute on communications planning and messaging Strong writing, critical thinking and problem- solving skills Strong stakeholder management and interpersonal skills A consummate team player [...] benefits packages are competitive and comprehensive. Details vary by location, but you may expect generous medical care, insurance and savings plans, among other perks. You ll 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 vom 07.11.2024

Senior Risk Specialist- Corporate Functions Berlin, Berlin, Germany

• Berlin

MEHR

Berlin, Berlin, Germany Who we are We simplify wealth creation. Founded in 2014 in Vienna, Austria by Eric Demuth, Paul Klanschek and Christian Trummer, we re here to help [...] if you re someone who thinks big, moves fast and wants to make an impact right from day one, then get ready to join our industry- changing team. Let s go Your Mission Join our team as a Senior Risk Specialist, overseeing all non- financial risk oversight and advisory activities facing off stakeholders in Corporate Functions and Compliance in the 1LOD [...] Management Team. What you ll do Provide oversight of all Corporate Functions (eg. Finance, Tax, Accounting, HR, Legal) as well as Compliance (Regulatory and Financial Crime) risks. Collaborate with Corporate Functions and Compliance teams regarding new programs, governance, and roadmap/ planning, in alignment with Bitpanda s Risk Management Framework. Act as the point of contact for Corporate Functions and Compliance teams, [...]

Job vom 07.11.2024 Senior Risk Specialist- Corporate Functions Vienna, Vienna, Austria • Wien

MEHR

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