Aktualne oferty pracy związane z Wealth Management Expert - Warszawa, Mazovia - deVere Group
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Warszawa, Mazovia, Polska Goldman Sachs Bank AG Pełny etatOUR IMPACTPrivate Wealth Management (PWM) secures, develops and manages relationships with high net worth individuals, their families, family offices and foundations. PWM assists clients with building and preserving their financial wealth by creating and implementing long-term asset allocation within the context of each client's particular risk tolerance,...
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Warszawa, Mazovia, Polska Goldman Sachs Bank AG Pełny etatOUR IMPACTPrivate Wealth Management (PWM) secures, develops and manages relationships with high net worth individuals, their families, family offices and foundations. PWM assists clients with building and preserving their financial wealth by creating and implementing long-term asset allocation within the context of each client's particular risk tolerance,...
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Data Management Expert
1 tydzień temu
Warszawa, Mazovia, Polska WELLA POLAND SPÓŁKA Z OGRANICZONĄ ODPOWIEDZIALNOŚCIĄ Pełny etatData Management Expert NeededWe are looking for a highly skilled Data Management Expert to join our team. As a Master Data Senior Specialist with Italian, you will be responsible for managing and maintaining material, customer, and pricing master data in SAP ERP.Key responsibilities include:Maintaining data quality and ensuring accuracy.Preparing reports and...
Wealth Management Expert
1 tydzień temu
This is an exciting opportunity to work with innovative products and technology. As a Wealth Management Advisor, you will deliver personalized investment solutions to help clients achieve their long-term financial goals.
You'll provide financial planning support, cultivate client relationships, prepare financial plans, and advise on the best financial solutions for medium to long-term plans.
We offer a dynamic and fast-paced environment, ongoing training, and development to help you grow your skills and career.
Responsibilities- Provide financial planning support to clients
- Support investment professionals to cultivate client relationships
- Prepare financial plans and check their accuracy
- Advise clients on the best financial solutions for their medium to long-term plans
