Director of Financial Management at Capital One Travel overseeing FP&A team and business analytics. Generating insights and supporting senior leaders with strategic financial planning.
IS
Hybrid Investment-, Bank-, Vorsorge-, & Finanzierungsberater
Posted 3 months ago
About the role
- Investment & Financing Consultant providing financial planning and investment advice. Supporting clients in Austria and Switzerland with expert financial strategies and planning.
Responsibilities
- Beratung unserer bestehenden Kunden
- Neukundengewinnung
- Investment-, Versicherungs- und Finanzierungsberatung
- Budget-, Steuer- und Wohnraumplanung
- Teilnahme an einem Traineeprogramm für Quereinsteiger
Requirements
- Branchenerfahrener Finanz- und Anlagenberater aus Banken-, Versicherungs-, oder Investmentbereich
- Keine Voraussetzungen für Quereinsteiger, außer perfektes Auftreten und einwandfreies Deutsch
- Abgeschlossene BÖV, Versicherungsagenten und/oder Vermögensberaterprüfung von Vorteil
Benefits
- Umsatzbeteiligung
- Bonifikationszahlungen
- Firmenauto
- Betriebliche Aufstiegsmöglichkeiten
- Perfektes Einschulungsprogramm
Job title
Job type
Experience level
Salary
Degree requirement
Location requirements
Lead System Operations Specialist ensuring the 24x7 operation of distributed payment systems for the Federal Reserve. Responsible for large - scale clearinghouse and transaction processing.
Financial Solutions Advisor providing personalized financial solutions to clients and helping achieve their financial goals at Bank of America. Responsible for building financial plans and recommending brokerage products.
Credit Advisor developing and managing custom credit relationships for strategic wealth clients. Leading credit delivery process and collaborating with Advisors and underwriting teams to meet client needs.
Financial Solutions Advisor at Bank of America providing customized financial advice. Helping clients achieve their financial goals through tailored solutions and comprehensive planning.
Senior Wealth Advisor building and deepening client relationships while managing financial portfolios for Baldwin Group. Delivering comprehensive financial planning utilizing integrated advice platform.
Senior Associate advising global insurers and commercial clients on complex coverage issues and high - value disputes. Advocacy in insurance, reinsurance, and commercial sectors with a collaborative team.
Director of IT Procurement leading sourcing and procurement strategies for IT goods at Emory University. Optimizing technology spend and ensuring contract compliance while supporting academic needs.
Senior Financial Analyst responsible for financial management and analytics at CRC Group. Preparing reports to evaluate financial performance and supporting mergers and acquisitions processes.
Treasury Analyst at Vault, a non - bank private lending company. Responsible for managing funding compliance and preparing financial reports in a fast - paced environment.