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.