Senior Client Advisor Assistant (m/f/d) Full-time

Atlan Family Office GmbH

We are a young and dynamically growing Multi Family Office with an international network and many years of experience in the field of Wealth Management. As Atlan Family Office, we are a licensed asset manager, which allows us to serve our clients with a high degree of individuality. We cover a wide spectrum of financial instruments, ranging from classic to alternative investment forms such as Venture Capital and Private Equity.

Your Contribution

We are looking for a dedicated and motivated individual to work closely with our advisors and portfolio managers as a Senior Client Advisor Assistant in the Front Office. The tasks include supporting client advisors in all daily business operations to relieve them during advisory meetings and portfolio analyses as follows:

  • Maintenance of payment transactions, administration of accounts and depots, establishment and support of private investment companies
  • Confident and binding correspondence, both internally and externally, with clients, banks, tax advisors, and other partners/service providers in German/English and ideally Portuguese and/or Spanish
  • Participation in corporate development through the creation and processing of reports, templates, analyses, and contracts
  • Creation and maintenance of consolidated portfolio statements
  • Support in the documentation and execution control of securities transactions
  • Coordination, planning, and preparation of business trips and client appointments
  • Monitoring of accounts and early identification of debit balances or unexpected receipts/transactions
  • Cash flow monitoring (interest payments/maturities)

Your Skills and ExperiencE

  • Completed commercial training, ideally a completed degree with a focus on economics
  • Relevant professional experience in a comparable position
  • Interest in the topics of investments, international banking, and Family Office
  • Team player, self-initiative, hands-on mentality, communication skills, and a high degree of flexibility
  • Very good MS Office skills (Word, Excel, PowerPoint)
  • Language skills: German and English business fluent in spoken and written; ideally Portuguese and/or Spanish

We offer you a very good working atmosphere as well as a flat hierarchy with short decision-making processes. Our goal is to combine the best possible and professional service for our clients with a relaxed and family-like working environment. We offer you good conditions with an attractive salary, above-average vacation days, and further training opportunities in the form of foreign language lessons.

We are always interested in hearing from motivated candidates. To get started, please click apply now, fill out the application and hit send.

Alternatively, send your application documents (CV, cover letter) to [email protected].