Careers in the Family Office
Continuity and Experience
Marcard, Stein & Co offers a stable, successful business model in a challenging market environment. We have flat hierarchies to successfully establish long-term partnerships with our clients. Working in small teams makes communication quick and easy, allowing us to quickly respond to the needs of our clients and to deliver the highest standards of quality. At the same time, junior staff benefit from excellent on-the-job training, promotion prospects and development opportunities when they assume responsibility and directly work with client families.
Our family officers add up to more than 250 years of professional consulting experience. These years of experience make sure that each and every day of servicing our clients our high quality standards are met. Our family officers are generalists with long professional backgrounds and a broad knowledge of finance and economics. The team is completed by real estate, capital markets, and investment experts that is focused on the needs of the client. By recruiting staff from a range of different academic backgrounds, we ensure an enhanced approached that is not only limited to financial markets expertise and we ensure a highly individual and tailored support for our clients. Besides capital market experts and certified financial planners, our staff members include lawyers, accountants, business economists, real estate specialists, long-term investment experts, and hotel service staff for our concierge team.
Our high level of stability among our staff show that we provide continuity and that our success is based on long-term relationships. We continuously train our employees and promote talents and specialist knowledge. With the high level of identification with our shared values, our staff can deliver consistently high service and quality standards to our clients.
Our location also makes us an attractive employer: Situated on the banks of Lake Inner Alster in the inner city of Hamburg, Marcard, Stein & Co provides employees and visitors with the best possible infrastructure and quality of living.
Job Descriptions
We are continuously searching for exceptional family officers and junior employees to join our client relationship teams, accounting and our concierge team. Our aim is to continuously enhance our expertise. Thus exceptional academic backgrounds deviating from the classical banking backgrounds are explicitly welcome. In fact, our strategy to have diversified teams including non-banking backgrounds ensures our success. The following job descriptions are examples for our search profiles in selected positions.
‘After my trainee period I soon started working on client mandates, being directly responsible for a variety of different tasks as a junior family officer. During this time I also qualified as a certified financial planner at the EBS Business School.’
Janina Schiefelbein
Junior Family Officer
Junior Family Officer
To be a consultant requires a high level of expertise and excellent knowledge of all asset classes, including legal and tax aspects. Juniors should hold a university degree in business management or similar topics. Ideally they can already offer some years of professional experience.
Concierge Services
As a member of our concierge team you have a varied range of responsibilities: At the front desk and at the switchboard you are the first contact for our guests and for external service providers. Furthermore you provide services to external and internal recipients, this being our clients, our guests, and our employees. In this function you are “first face to the customer”.
Junior real estate portfolio manager
Our real estate portfolio managers apply their extensive expertise to ensure a balanced, diversified real estate allocation across countries, sectors, managers, investment styles. The approach includes direct and indirect real estate investments.
As a junior real estate portfolio manager, you have successfully studied real estate management or have a degree as a real estate agent. Professional experience is always welcome.
Accountant, Assistant Tax Revisor
As a family office accountant, you have various responsibilities associated with accounting for private individuals, for partnerships and corporations, and for foundations. As an assistant tax adviser, you have professional experience beyond the skills of an accountant as you are familiar with tax aspects that are relevant for accounting. Ideally you bring some years of professional experience as Assistant Tax Advisor in a bank or in a company that manages capital investments.