Wealth Advisory
4,035 open positions
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Referent (m/w/d) Investments | Family Office Opus One Recruitment GmbHMünchen, BAYERN 1y Support senior management in managing high-net-worth family clients by preparing strategy meetings, developing investment solutions, and creating report presentations.
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Digitaler Finanzplaner in Stuttgart gesucht (Digital und vor Ort) TALENTXPERTS Recruitment SolutionsStuttgart, BADEN_WUERTTEMBERG €75k1y Holistic financial planning and advisory for private customers to help them achieve their financial goals.
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Investment Platform & Due Diligence Associate Neuberger Berman Group LLCNew York, NY, US $110k1y Managing the investment platform and overseeing the due diligence process for public and private products to support portfolio construction for individual and family clients.
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Vermögensmanager (m/w/d) gesucht! Volksbank Niedersachsen-Mitte eGSyke, NIEDERSACHSEN 1y Holistically manage the bank's affluent private client portfolio and provide tailored financial solutions.
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Finanzberater (m/w/d) Deutsche Vermögensberatung - Eduard SchallBechhofen an der Heide, BAYERN 1y Building and managing a client portfolio through holistic financial planning for private and business clients.
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Financial Solutions Advisor - Registered Candidate - Venice Pines GhrVenice, US 1y Acquire necessary registrations and training to become a Financial Solutions Advisor, providing end-to-end comprehensive advice and customized financial solutions to clients.
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בעל.ת רישיון סוכן פנסיוני BETTERTel Aviv, Israel 1y Financial agent role optimizing clients' financial products (tax, insurance, pension, mortgage, investments) using Better's fintech platform.
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Einstieg im Consulting Christine GusserKassel, Hessen, HESSEN 1y Financial guidance and planning for families, entrepreneurs, and young people seeking orientation.
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Junior Berater (m|w|d) in Augsburg Sonntag & Partner Partnerschaftsgesellschaft mbB WP / StB. / RAeRemote 1y Junior consultant supporting high-net-worth client families with investment solutions, real estate investments, and asset optimization.
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Privatkundenberatung (m/w/d) bis zu 71.000€ Jahresbrutto SMC SteinMart GmbHRemote €71k1y Advise and support customers on securities, investment, and asset management, building long-term relationships and winning new clients with a holistic investment approach.
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Vermögenskundenberater (m/w/d)- Privatkundenbank HypoVereinsbank - UniCredit Bank GmbHRemote 1y Holistic advisory and sales for premium private clients across a full product suite, including wealth management, real estate, and succession planning.
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Senior SimCorp Dimension Consultant (based in North America) Preyer NordamerikaPreyer US Corp. / Preyer Canada Inc. 1y Senior consultant providing hands-on implementation and advisory support for SimCorp Dimension investment management applications to asset management and risk management clients.
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Privatkundenberater (m/w/d) Banklyn GmbHLeipzig, SACHSEN 1y Private banking advisor responsible for holistic customer advisory, wealth strategy development, and product sales.
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Immobilienberater (m/w/d) in Festanstellung INVENIO Real Estate GmbHGrünwald 1y Consulting existing customers on capital investment real estate via phone and digital channels, analyzing individual financial situations, and guiding them through the purchase process.
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Capital Formation Manager - Family Offices & UHNWI Clients - Hamburg (m/w/d) Lennertz & Co. Private Equity GmbHHamburg 1y Initiating, developing, and managing relationships with Family Offices, entrepreneur families, and UHNWIs to sell PE/VC investments and FO services, with a focus on the German market.
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Financial Advisor - Oklahoma Central Credit Union LplfinancialTulsa, OK $48k–$60k1y Financial Advisor providing investment solutions to credit union members and building a client base through referrals and new client acquisition.
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Privatkundenberater (m/w/d) Wolfschmitt Personalberatung Matthias WolfschmittHannover, NIEDERSACHSEN 1y Advise private customers personally and holistically on financing, investments, pension planning, and account management.
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Vertriebsassistenz Geldanlagen, Investmentfonds, ETFs (w/m/d) activ financial services GmbHLaichingen, BADEN_WUERTTEMBERG 1y Personal contact for customers regarding daily/fixed-term deposits, investment funds, and ETFs, providing ongoing individual advice and care.
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Mehr Zeit Mehr Geld Mehr Sicherheit D.DickhardtMönchengladbach, NORDRHEIN_WESTFALEN 1y Independent financial consultant providing tailored solutions for private households including retirement planning, asset building, insurance, and financial planning.
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Investment Strategy Specialist Futu Securities International (Hong Kong) LimitedHong Kong, Hong Kong, HK 1y Analyze institutional clients' trading and wealth management needs to provide comprehensive investment advice, financial planning, and risk assessment services.
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(Senior) Manager - Wealth & Asset Management - Consulting (Financial Services) (w/m/d) EY Consulting GmbHDüsseldorf, NORDRHEIN_WESTFALEN 1y Lead projects and coordinate consulting assignments for Wealth & Asset Management clients, focusing on digital transformation, process innovation, and regulatory compliance.
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Sales Manager/in Wholesale (w/m/d) EybwallwitzRemote 1y Promote Phaidros Funds to banks, savings banks, fund platforms, asset managers, and fund selectors across Germany and opportunistically abroad.
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Analyst / Senior Analyst / Portfolio Manager, Fundamental Equity MlpHong Kong, Hong Kong 1y Conduct fundamental equity research and generate investment ideas for a market-neutral long/short strategy, managing a book of investments if at the Portfolio Manager level.
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Bankkaufmann (m/w/d) [Kziff. CL87AV68] avivar experts GmbHOstfildern, BADEN_WUERTTEMBERG 1y Private banking advisory and customer care focusing on bank-owned products, securities advice, building savings, and insurance.
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intern - capital formation & partnerships (f/m/d) Redalpine Venture Partners AGZug 1y Support investor relationships, manage key touchpoints across the investor lifecycle, and assist in communication and engagement initiatives for a venture capital firm.
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Quereinstieg zum Vermögensberater (m/w/d) Mario ThalerTiefenbach, Kreis Passau, BAYERN 1y Helping private and business customers build financial security and wealth through tailored financial strategies.
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Privatkundenberater (m/w/d) RB Kalbe-Bismark eGKalbe (Milde), SACHSEN_ANHALT 1y Conducting customer needs analyses and holistic advisory conversations to develop individual financial solutions, particularly in asset management and formation.
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Finanzberater (w/m/d) GetquinBerlin 1y Provide independent digital investment advice, financial planning, and long-term wealth management strategies to customers via a digital platform.
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Analyste en planification financière Go RHQuébec, Qc 1y Create and update financial plans for clients, translating their goals into concrete projections, tax-optimized strategies, and personalized solutions.
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Finanzdienstleister für Privat und/oder Firmenkunden (m/w/d) Tobias Koller AllfinanzTiefenbach, Kreis Passau, BAYERN 1y Independent financial advisor providing tailored investment strategies and wealth planning for high-net-worth individuals and corporate clients.
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Employed Financial Adviser - Clients and leads provided Apollo Private WealthLombard Steet, London £50k1y Provide tailored financial advice to high-net-worth individuals, families, and institutions, managing relationships and delivering strategies across investments, pensions, tax planning, and estate structuring.
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Steuerberater/in Family Office Karin Lehmann L & P ConsultDüsseldorf, NORDRHEIN_WESTFALEN 1y Leading the expansion of a Multi-Family Office, managing asset aggregation, reporting, and controlling, and guiding generational transitions for client families.
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Finanzberater (m/w/d) Schmid Matthias Finanzberater BonnfinanzAmerang, BAYERN 1y Provide financial advisory services for private clients, covering real estate financing, insurance, modern investments, private pension planning, and private loans.
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Individualkundenberater/in SK Borken-SchwalmstadtBorken (Hessen), HESSEN 1y Provide comprehensive financial advice and develop individual solutions for assigned private customers in deposits, securities, and partner services.
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