New állások, munkák befektetési tanácsadó kategóriában

• Assist in the development of strategic plans for individual clients, outlining a service plan and cross selling opportunities, and prospects
• Partner with team members to coordinate prospect pitches, product presentations, and requests for proposal

We're looking for a proactive, results-driven Senior Lead Customer Partner to lead account growth and win new business in the Financial Services and Insurance sector. You'll own relationships with C-level executives, drive large IT services deals, and expand Kyndryl's footprint through strategic...

• Work closely with Private Wealth Advisors to support and implement wealth management strategies for PWM clients
• Develop and prepare marketing presentations for prospective clients
• Analyze investment portfolios for risk and return characteristics
• Execute portfolio rebalancing and trades

• Work closely with Private Wealth Advisors to support and implement wealth management strategies for PWM clients
• Develop and prepare marketing presentations for prospective clients that address equity, fixed income, and alternative investment components of asset allocation

• Building and maintaining relationships with top-tier VCs, CVCs, Angels and family offices across Europe and globally
• Developing investor intelligence (theses, stages, ticket sizes, focus areas) and maintaining our CRM/database
• Identifying high-potential startup outliers from our 800+ startups annually

EXPERT WORK – Pricing customer inquiries (electricity, gas, coal, CO2) in one or more of the following regions: Spain, France, Italy, Austria, Switzerland, UK, Benelux, Hungary SALES WORK – Acquiring new customers and maintaining customer relationships COLLABORATION – Cross-functional work with...

• Evaluating fund and co-investment opportunities through initial screenings.
• Active participation in fund due diligence processes, including onsite meetings.
• Supporting co-investment analyses, including scenario modelling as well as key metric sensitivity analyses.

For over 150 years, our dedication to being the Global Hausbank for our clients has been driven by our people – in around 60 countries and across more than 150 nationalities.Our deep understanding, insights, expertise, and passion help our clients navigate an increasingly complex world – be it in...

Support the infrastructure investment team in the due diligence of equity co-investments, secondary transactions, and fund investments within the infrastructure asset class...

Pension Broker RomandieResponsibilitiesAon is a leading global professional services firm providing a broad range of risk, retirement and health solutions. Our 60,000 colleagues in 120 countries empower results for clients by using proprietary data and analytics to deliver insights that reduce...