0Full-time Business Management (m/f/d)
Atlan Family Office GmbH | Germany | 22xxx, 21xxx, 20xxx Hamburg | Permanent position | Full time | Published since: 24.01.2026 on stepstone.de

Full-time Business Management (m/f/d)

Branch: Insurance and financial ser... Branch: Insurance and financial services


We are an emerging, dynamic multi-family office that convinces with an international network and many years of expertise in Wealth Management. As a licensed asset management company, we offer our customers customized solutions that meet the highest individual requirements. Our range of services ranges from classic financial instruments to innovative alternative investments such as venture capital and private equity. Our customers benefit from comprehensive and personal care that is tailored to their specific needs and personal goals. Create a new dimension of Wealth Management together with us! !

Your tasks • Your profile • What we offer

In Business Management, you support the management and team in compliance with all relevant legal and internal regulations and in the preparation and implementation of the necessary processes: Coordination/recognition of reporting to customers (report obligations in asset management, cost information, loss threshold monitoring and reporting) Creation of statistics and evaluations on customer connections CRM integration in business processes (onboarding, customer statistics & administration) Calculation of customer fees and other charges and creation of the Output accounts Processing and release of invoices and liquidity management Interface to outsourced financial accounting, tax consulting & IT service providers Management of essential contracts and maintenance of contract and form

Completed economics (specialized) higher education or comparable Training in the financial industry with corresponding market knowledge Experience in project and team work and process analysis High level of integrity, proactivity and independence communication and negotiation capability, including the ability to complex to convey facts in such a way that You are understandable to third parties Enforceability and Quick Understanding Willingness to continue Greenness and detailed orientation Very good Microsoft Office knowledge and affinity for digitalization Very good knowledge of German and English in word and writing

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. .

Location

ava Atlan Family Office GmbH
22085  Hamburg
Germany

The text of this ad was translated from German into English using an automatic translation system and may contain semantic and lexical errors. Therefore, it should be used for introductory purposes only. For more detailed information, see the original text of the ad at the link below.

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