Senior Client Advisor/Wealth Manager (m/f/d) full time

Senior Client Advisor/Wealth Manager (m/f/d) full time

Welcome to the Atlan Family Office!

We are an up-and-coming, dynamic multi-family office with an international network and many years of experience in wealth management. As a licensed asset management company, we offer our clients tailor-made solutions that meet the highest individual requirements.

Our services range from traditional financial instruments to innovative alternative investments such as venture capital and private equity. Our clients benefit from a comprehensive and personalised service, tailored to their specific needs and personal objectives.

Your role and contribution

1. Build and maintain long-term client relationships and understand individual financial goals.
2. Conduct detailed analyses of clients\‘ financial situations to identify opportunities for growth and optimisation.
3. Develop and implement tailor-made financial plans and investment strategies based on clients\‘ goals and profiles.
4. Make informed recommendations on investment products such as equities, bonds, funds and alternative investments, based on market analysis.
5. Ongoing monitoring and adjustment of portfolios in response to market changes and individual client needs.
6. Work closely with internal and external advisors to provide clients with comprehensive solutions in areas such as tax, estate planning and risk management.
7. Actively support the growth of our assets under management (AUM) by attracting new clients and increasing share of wallet with existing clients.
8. Ongoing training and market monitoring to ensure that our clients receive the most accurate and up-to-date advice.

Your skills and experience

1. A degree in finance, economics or a comparable qualification.
2. Several years of professional experience in client advisory, asset management or wealth management.
3. In-depth knowledge of financial markets, investment products and strategies.
4. Strong client focus, strong communication skills and the ability to communicate complex financial concepts in an understandable manner.
5. Analytical skills and a deep understanding of market trends and economic developments.
6. Team player and willing to work closely with specialist departments such as tax advisors and estate planners.

We offer you an excellent working atmosphere and a flat hierarchy with short decision-making processes and maximum flexibility. Our goal is to ensure unique, first-class and professional service for our customers while creating a relaxed and familiar working environment. As an Atlan team member, you will also benefit from attractive office space, team events, a competitive salary and a wide range of further training opportunities, including foreign language lessons.

Interested? Then we look forward to receiving your application! Please send your complete application documents to

Become part of our team and guide our customers through their financial future!

Seniority level

Mid-Senior level

Employment type

Full-time

Job function

Consulting, Information Technology, and Sales

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