Kundenberater Investment / Family Office (m/w/d)

At Flossbach von Storch, we have more than 350 employees who look after the assets of around one million people - regardless of how large they are. Our responsibility is always the same: to protect their assets and make more of them in the long term. So that they can shape their lives according to their own ideas. To strengthen our team  at the Cologne  location ,
 
we are looking for a new colleague (m/f/d) who enjoys working as part of a team to support our customers with their diverse issues and concerns. 

• Support in  managing the family assets entrusted to us, particularly in the context of wealth planning and asset allocation (securities, private equity, investments, etc.) 
• Ongoing review  of investment results based on overall asset controlling and reporting  - internal interface function to accounting 
• Research and preparation of new  investment topics and internal  projects  
• preparation and follow-up  of customer appointments 
• Coordination of communication  between clients and external partners, including KVGs, asset managers, banks, tax advisors, etc. 
• Independent organization of procedures and processes  

• Qualification:   Completed degree in the field of business administration (BWL), economics (VWL), economic sciences and/or completed commercial training, e.g. bank clerk (m/f/d) or similar.
• Professional experience and know-how:  At least 5 years of professional experience in the finance department of a company, a bank, a tax consultancy or auditing firm. Knowledge in the area of ​​regulation (KYC, WpHG, GwG, etc.) is an advantage.
• Economic and financial interest:  Passion for financial and capital market topics.
• Working method:  Presentation and communication skills tailored to the target audience as well as high service and quality standards
• Languages:  Fluent in written and spoken German and English

In our six-person Investment Office team, we strategically support family groups that are looking for a holistic sparring partner for their assets. Together, we aim to deliver concrete added value for our customers with professional expertise and enthusiasm.

• Successful, owner-managed company with fast decision-making processes and long-term focus
• Opportunity to contribute your own ideas and take on responsibility
• Strong team and network mentality 
• Structured onboarding as well as technical and methodological training 
• Diverse employer benefits: company pension plan, Germany ticket, hybrid working model, employee restaurant, sports and health offers and much more

We look forward to receiving your detailed online application directly via our careers page!

If you are generally interested in working for us, please follow us on  LinkedIn . There we show how we work and what makes us special as an employer, as well as other current job offers and career opportunities.

Carsten Sagurna