Description

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.
Join us in creating a new dimension in wealth management!

  • Management of private and public market assets, including AIFs and direct investments
  • Regular asset review and reporting
  • Investment analysis and buy/sell recommendations
  • Regular client communication and proactive portfolio management
  • Conducting market research, particularly in the private market (VC/PE)
  • Identify new investment opportunities
  • Improve internal processes for investment analysis and AIF set-up
  • Supervise junior staff (investment associates, interns)
  • Implementation of special projects such as company sales or offshore structures
  • Travel for client meetings, particularly to Latin America and Europe

  • Commercial education, ideally with a degree in economics or finance
  • Relevant work experience in a similar position (2-6 years in finance or investment)
  • Ability to communicate complex information in an understandable way
  • Interest in investments, international banking and family offices
  • Team player, proactive, hands-on, communicative and flexible
  • Proficient in Excel and PowerPoint as well as experience with financial software for analysis and reporting
  • Language skills: Fluent in German and English, both written and spoken; ideally Portuguese and/or Spanish

  • 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.