Full-time Senior Wealth Manager (m/f/d)

As Senior Wealth Manager, you take a central role in the holistic Consulting and asset management of our customers. You are responsible for: Building and maintaining long-term customer relationships and understanding of individual financial objectives and risk preferences. Conduct detailed analyses on the financial situation of customers to identify potentials for growth and optimization. Development and implementation of tailor-made financial plans and investment strategies based on customers' objectives and profiles. Funded recommendation of investment products such as stocks, bonds, funds and alternative investments based on market analyses. Continuous monitoring and adaptation of portfolios to market changes as well as the individual needs of customers. Further development of our own customer book. Close cooperation with internal and external consultants to provide customers with comprehensive solutions in areas such as taxes, estate planning and risk management. Active support in expanding our assets and management (AUM) through new customer acquisitions and increasing the share of wallet of existing customers. Continuous training and market observation to give our customers the most accurate and up-to-date advice.

Successfully completed studies in the fields of finance, business or comparable qualifications. Multiannual professional experience in customer consulting, asset management or Wealth Management. Knowledge of financial markets and investment products and strategies. Impressed customer orientation, communication strength and the ability to understand complex financial concepts. Analytical skills and a deep understanding of market trends and economic developments. Team spirit and willingness to work closely with specialist areas such as tax advisors and estate planners.

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