For our Strategic Family Office department, we are looking for a motivated personality as a full-time Associate Family Officer (f/m/d) as soon as possible.
Do you want to play an active role in shaping the future? Then you have come to the right place.
Your tasks – get involved:
- Getting to know the principles of holistic customer care within the framework of the approaches family security, family cohesion and financial freedom
- Supporting a Senior Family Officer in existing client relationships
- Gradual takeover of family office clients, including, for example, taking over asset controlling, preparing investment decisions and drawing up financial plans
- Taking over administrative tasks such as payment transactions, processing regulatory audits, Mifid documentation and PSPlus reports
- Acquisition of high level of expertise and excellent knowledge in all forms of investment including tax aspects
- Opportunity to gain knowledge, influencers and experience in the areas of liquid assets, real estate and direct and indirect investments
- Access to a broad and established network of tax advisors, lawyers, banks, asset managers and private equity managers
Your profile – What you bring with you:
- Education & Qualifications: A completed university degree in economics or alternatively several years of professional experience with parallel professional training
- Experience: First relevant professional experience in the capital market or in the financial sector (as an intern, working student or trainee)
- Technical affinity: Proficient use of MS Office products
- Personality: resilient, reliable and flexible. High customer focus combined with excellent diplomatic skills. Goal-oriented and efficient prioritization. Parallel management of various tasks
Who are we?
As a family office bank based on the Inner Alster in Hamburg, we offer the entire range of advice required for the holistic management of complex family assets. We help the family to define a strategy for long-term asset preservation and asset growth and support them in the practical implementation. In addition to advice in the areas of capital markets, investments and real estate, we also provide support in matters of family security and generational transition. We are one of the largest providers of family office services on the German market. The decisive factor for success in the care of our demanding and exciting clients is our competent and flexible employees.
Our manageable company size and flat hierarchies ensure that your ideas and suggestions can be quickly taken up and implemented. We focus on individual career development rather than standardized career concepts - because your success is our goal.
We offer
Offers may vary depending on the type of employment.
- Flexibility : Flexible working hours, including mobile, adapted to your life situation. 30 days holiday (Christmas and New Year's Eve off).
- Team culture : A committed, collegial team with flat hierarchies and a family culture looks forward to meeting you.
- Development opportunities : Your further training is important to us – grow with us!
- Freedom to shape things : Contribute your ideas and help shape the future of our bank.
- Remuneration : Attractive salary and many social benefits (company pension plan and capital-forming benefits, company bike leasing).
- Mobility: Centrally located workplace with optimal connections to public transport.
Let us shape the future together – with you as part of our team!