Join our team

We welcome inquiries from applicants who identify with our firm, our values and our activities.

We welcome inquiries from applicants who identify with our firm, our values and our activities.

You enjoy dedicating yourself one hundred percent to your job. Your personality makes you an ideal addition to our team. You have outstanding technical expertise in your field and understand the value of great customer service. You appreciate working with state-of-the-art IT.

If your response to all these points is “yes”, go ahead and seize the opportunity to join the growing asset management industry.

We are looking for:

Asset managers

The financial crisis has heightened demand for independent advisory services. This is an ideal opportunity to enter the growing market for non-bank asset management services. We are one of Germany’s oldest independent asset management firms, licensed under Section 32 of the German Banking Act, and provide personalized service to our clients while seeking to build long-term relationships. In the wake of the crisis a growing number of clients are starting to look for alternatives to traditional bank-based advisory services. To meet this demand we are looking to expand our team and invite applications from motivated

asset managers


The function

  • You are responsible for managing your client base.
  • You have a strong track record in all areas of private wealth management and are interested in creative investment concepts.
  • You are highly motivated and have a strong customer focus. As a member of our investment advisory committee you help shape the investment processes associated with asset management.

 

The benefits

  • As a motivated and disciplined member of the team, you are responsible for supporting clients, managing depots and growing the client base, and appreciate being able to grow together with the firm in a dynamic and highly intriguing environment.
  • You use a selection of independent, non-biased investment instruments to advise your clients.
  • You benefit from efficient, direct communication and decision-making structures.
  • You work in a modern, exclusive office environment with excellent IT equipment at your disposal.

The requirements

  • You hold a university degree in business administration or economics or hold a comparable qualification in banking, and you have extensive experience in working in private wealth management.
  • You are capable of structuring depots without supervision. You are familiar with all classic finance instruments both in theory and in practice, and are open to the idea of alternative and derivative instruments.
  • You are experienced in acquiring and managing discerning clients and, thanks to your strong track record in dealing with existing and potential clients, have built your own client base in the past.
  • You are a strong, eloquent communicator.
  • You have a friendly, open personality and excellent manners.
  • You feel strongly about the external image that the firm and its representatives project towards the media and the general public.
Trainee in Office Administration

We are one of Germany’s oldest independent asset management firms, licensed under Section 32 of the German Banking Act, and provide personalized service to our clients while seeking to build long-term relationships. Our client base consists of high-net-worth private individuals and institutional investors. We also advise and manage a variety of investment funds.

The financial crisis has meant that a rising number of disconcerted investors are considering alternative advisory services outside of the banking industry. We are looking to expand our back and middle office and invite applications from highly motivated individuals who wish to train in Office Administration. 

Trainee in Office Administration


The function

  • You engage in managing office processes and coordinating administrative functions.
  • You help to prepare documents for the Accounts Department.
  • You produce documents without guidance based on manuscripts or dictation.
  • You plan and monitor executive diaries.
  • You monitor and document office supply stocks.
  • You maintain general statistics records.
  • You manage the firm’s archives.
  • You handle incoming and outgoing mail.
  • You receive clients and handle incoming and outgoing calls.

 
The benefits

  • As a motivated and disciplined member of the team, you appreciate being able to grow together with the firm in a dynamic and highly intriguing environment.
  • You benefit from efficient, direct communication and decision-making structures.
  • You work in a modern, exclusive office environment with excellent IT equipment at your disposal.

 
The requirements

  • You hold a high school diploma or have completed your A-levels.
  • You have good grades in German Studies.
  • You have strong numeracy skills.
  • You enjoy working with computers.
  • You are a strong, eloquent communicator.
  • You have a friendly, open personality and excellent manners.
  • You look forward to new challenges at all times.

We invite applications from candidates with an interest in working in an independent asset management environment. Please submit a full application either by e-mail or by regular mail to:


Portfolio Concept Vermögensmanagement GmbH
Personalabteilung
Max-Pechstein-Str. 23
50858 Köln
Germany

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