Wealth Management Specialist

Welcome to Westmon, a leading company in wealth management supervision! We are seeking a highly skilled Wealth Management Specialist to join our team.As a key member of our team, you will be responsible for monitoring investment performances and risk levels, analyzing financial data, and implementing transaction and reconciliation processes. To excel in this...

About the JobBecome a key player in BNP Paribas's wealth management team in Portugal as a structured product specialist. This role offers opportunities for professional growth and development in a dynamic environment.Main Tasks

The Private Wealth Strategist at Bison Bank will play a critical role in driving the growth of our business by providing exceptional client service while maintaining regulatory compliance and risk management standards. Key responsibilities include developing and maintaining long-term relationships with HNWI clients, offering personalized financial solutions,...

TN Portugal invites applications from highly motivated and skilled individuals for the position of Wealth Management IT Expert. As a Wealth Management IT Expert, you will play a key role in supporting our wealth management initiatives and collaborating with cross-functional teams to deliver high-quality services.You will be responsible for analyzing,...

About the RoleThis is a fantastic opportunity for a Wealth Management Expert to join our team at deVere Group. As an Investment Advisor, you will have the chance to build a successful career and make a real difference in people's lives.Key ResponsibilitiesProvide expert advice on investment products and services.Develop and implement tailored financial plans...

About the Position:BNP Paribas is seeking an experienced trader to join its Wealth Management team in Portugal. As a Derivatives Trading Expert, you will be responsible for executing trades, managing risks, and providing services to clients.Main Responsibilities:

About the RoleBNP Paribas is growing its wealth management offering teams in Portugal, presenting an exciting opportunity to join the expanding PIMH family as a dealer for structured products.Main Responsibilities

About the JobCompany OverviewBNPP Wealth Management is a leading private bank in the Euro zone, employing 6,600 employees worldwide and managing 370 million euros in assets. We are part of the International Financial Services pole of BNP Paribas Group.Job DescriptionWe are developing our Middle Office Offering, which supports various Wealth Management...

.About the job- As part of Wealth Management (WM) within Investment & Protection Services (IPS), Credit Officers oversee credit operations of all Wealth Management clients.In this scope, Credit Officers are responsible for the implementation of credit minutes, validation of cashouts, validation of short-term loans, shortfalls and irregulars monitoring, and...

We are seeking an experienced Trader to join our team at Phiture Wealth Management's International Markets Hub in Portugal. As a key member of our PIMH (Portugal International Markets Hub) family, you will oversee executing orders from private clients on various markets, including Equities & ETFs (>50,000 transactions annually), Bonds (~20,000 transactions...

Company OverviewWealth Management within Investment & Protection Services (IPS) is responsible for overseeing the credit operations of all Wealth Management clients. As a Credit Officer, you will play a central role in implementing credit minutes, validating cashouts, and monitoring short-term loans and irregulars.Main ActivitiesInput new resolutions of...

Wealth ManagerLisboaLisboa, Lisboa, Portugal Wealth Management Advisors wanted. As the world's leading, independent digital private investment bank and asset management organization, de Vere Group prides itself on providing top-class, professional advice to expatriate clients and investors all over the world. We advise over 100,000 clients across the globe...

Welcome to Devere GroupWe are a pioneering digital private investment bank and asset management firm, dedicated to delivering top-notch advisory services to expatriate clients and investors worldwide.Awards and AccoladesWe have earned recognition through numerous industry awards, solidifying our position as a leader in the field. Our robust business model...

.About the job- BNPP Wealth Management (WM) teams are currently growing in Portugal.This is a very interesting opportunity to join the growing PIMH (PIMH = Portugal International Markets Hub) family, a dealer for equities, ETFs, bonds, and listed derivatives.- Starting Q3 2020, BNPP WM PIMH Execution Desk ("the Desk") oversees executing, on the various...

About UsBeyond our operations in Portugal, we are a key player in international banking with a presence in 63 countries and nearly 183,000 employees worldwide.We have over 8,700 employees in Portugal, working across 10 business entities. Our international reach enables us to support all clients with financing, investment, savings, and protection solutions...

Job DescriptionWe are seeking a Wealth Management Advisor to join our team in Lisbon, Portugal. As a Wealth Management Advisor, you will be responsible for providing financial planning support to clients and cultivating relationships between investment professionals and clients.You will prepare financial plans and check their accuracy, advising clients on...

.About the jobBNPP Wealth Management is part of the International Financial Services pole of BNP Paribas Group.It is the 1st Private Bank in the Euro zone, employs 6,600 employees worldwide and has 370mn of assets under management.BNPP Wealth Management ("WM") is developing its Offering Middle Office which supports various Wealth Management entities.WM end...

3 days ago Be among the first 25 applicantsDirect message the job poster from deVere GroupRecruitment Consultant at deVere for the UK, Europe, Africa & Latin AmericaWealth Management Advisors wanted.As the world's leading, independent digital private investment bank and asset management organisation, deVere Group prides itself on providing high-class,...

Sobre o nosso clienteMultinacional company in banking areaDescriçãoUnder the hierarchical responsibility of the Head of Securities Operations, the WealthManagement (WM) PIMH Securities Team Leader is expected to perform the followingactivities* Supervises and organizes the Securities Reconciliations activity (proper follow-up andreconciliation of pending...

About the job BNPP Wealth Management (WM) teams are currently growing in Portugal.This is a very interesting opportunity to join the growing PIMH (PIMH = Portugal International Markets Hub) family, a dealer for equities, ETFs, bonds, and listed derivatives.Starting Q3 2020, BNPP WM PIMH Execution Desk ("the Desk") oversees executing, on the various...