Private Wealth Management, Wealth Management Professional, Analyst, Madrid
hace 5 días
OUR IMPACT Private 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, and by providing access to innovative investment ideas and opportunities. PWM professionals develop customized investment strategies and offer a full array of wealth management products and services, including private banking and trust company services. YOUR IMPACT A Wealth Management Professional provides client service management support to our clients and operational support to sales teams in the implementation of new client accounts, trade execution, liquidity management, and ongoing maintenance of existing clients. How you will fulfill your potential: Leverage your operational background and experience to contribute to a growing business Work closely with Private Wealth Advisors to support their PWM clients Identify opportunities for and coordinate wealth advisory services within client base Manage advisory business implementation and re-balancing Manage cash balances and private banking services in accounts Serve as a key liaison to other areas supporting the PWM Business Plan and manage new
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Madrid, España Goldman Sachs A tiempo completoDescriptionOUR IMPACT Private 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...
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Madrid, España Goldman Sachs A tiempo completoJob DescriptionOUR 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...
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Madrid, Madrid, España Goldman Sachs A tiempo completoDescriptionOUR 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...
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Madrid, Madrid, España Goldman Sachs A tiempo completoJob DescriptionOUR 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...
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Madrid, Madrid, España Goldman Sachs A tiempo completoOUR 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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Middle Office Operaciones Wealth Management
hace 2 semanas
Madrid, Madrid, España FAMILY ENTERPRISE PARTNERS A tiempo completoCompany DescriptionFamily Enterprise Partners (FEP) is a specialized firm that advises families, individuals, and institutions on holistic wealth management. The firm focuses on family, business, and wealth governance, helping clients institutionalize decision-making and investment management processes. FEP works to transfer values, an entrepreneurial...
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Digital Wealth Management Expert
hace 6 días
Madrid, España PTG Open Bank, S.A. A tiempo completoDigital Wealth Management Expert - Wealth management (OPENBANK) Country: Spain **Digital Wealth Management Expert - Wealth management (OPENBANK)** Join Openbank, the 100% digital bank of the Santander Group, where innovation meets opportunity! With over 2 million customers across Spain, Germany, the Netherlands, Portugal, we're leading the way in digital...
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Wealth Management Operations Specialist
hace 3 días
madrid, España Goldman Sachs Bank AG A tiempo completoA leading global investment banking firm in Madrid seeks a Wealth Management Professional to provide client service management support and assist in the operational management of new and existing client accounts. The ideal candidate must be fluent in Spanish and have 1-3 years of relevant experience. This role requires strong MS Office skills, exceptional...
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Wealth Management Lead
hace 5 días
Madrid, Madrid, España Deutsche Bank A tiempo completoPosition OverviewLa contratación está abierta a otras ubicaciones dentro del territorio nacional donde Deutsche Bank tenga oficinas.Buscamos un perfil profesional de banquero para Wealth management con experiencia consolidada, que será responsable de:Cumplir con los objetivos de captación e interlocución con los clientes más sofisticados del...
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Product Owner
hace 5 días
Madrid, Madrid, España UST A tiempo completoRole DescriptionSeguimos buscando talento…y nos encantaría que te unieras a nuestro equipoPara que nos conozcas algo mejor, UST es una multinacional norteamericana certificada como Top Employer y Great Place to Work con más de empleados a nivel global y con presencia en más de 35 países. Somos líderes en servicios de tecnología digital y...
