(Senior) Financial Advisor

KINGSWAY Family Office; Hamburg; Vor Ort; EUR 60.000 - 80.000; Teilzeit

Zusammenfassung

KINGSWAY Family Office in Hamburg is looking for a part-time Financial Advisor. This role offers entrepreneurial growth opportunities, combining a fixed salary with performance-based profit-sharing. You'll be responsible for providing comprehensive financial advisory services and expanding the customer base in a values-driven environment.

Leistungen

CFA or §34f GewO permit sponsorship

Access to proprietary financial markets research

Entrepreneurial freedom with stability

Qualifikationen

• Relevant experience in financial services, investment fund intermediation, or wealth management.
• Strong track record in a profitable sales role.

Aufgaben

• Provide holistic financial advisory services to clients.
• Expand and maintain our customer base.
• Align goals and maximize synergies across the firm.

Kenntnisse

Client relationship building

Entrepreneurial mindset

Fluency in German

Fluency in English

Ausbildung

Bachelor's degree in Business, Economics, Finance or related field

CFA or §34f GewO permit

Jobbeschreibung

We're Hiring : Financial Advisor (part-time) | KINGSWAY Family Office – Hamburg

KINGSWAY Family Office, an independent and forward-thinking family office based in Hamburg, is seeking an entrepreneurial professional to support our business line focused on the intermediation of investment funds under §34f GewO. This is more than just a part-time job - it’s a launchpad. We see this position as the first step toward advanced roles within our Investment Office team, with clear opportunities for growth and promotion.

This is a rare opportunity to work with an established, values-driven firm, with a compensation model combining a fixed salary component and a scalable profit-sharing scheme directly tied to your performance.

What You’ll Do :

• Provide holistic financial advisory services to clients, including consultation services, development of proposals and intermediation of investment funds.
• Expansion and maintenance of our customer base.
• Work closely with the Chief Investment Officer to align goals and maximize synergies across the firm.
• Execute the Investment Office's team business strategy and client acquisition plans.
• Analysis of performance on financial products and staying up to date with global market trends.
• Ensure regulatory compliance and uphold KINGSWAY’s high standards of transparency and integrity.

What We’re Looking For :

• First relevant experience in financial services, investment fund intermediation, or wealth management.
• Bachelor's degree in Business, Economics, Finance or related field.
• Additional qualifications like CFA or §34f GewO permit are a plus.
• Proven track record of building client relationships and / or conducting a profitable sales role.
• Strong entrepreneurial and client-oriented mindset.
• Based in Hamburg.
• Fluency in German and English. Fluency in other languages is beneficial.

Compensation and non-financial benefits :

• Fixed base salary component plus performance-based profit-sharing.
• The more profitable your contributions, the more you earn – true alignment of incentives.
• CFA or §34f GewO permit sponsorship – We actively support and fund our employees’ pursuit of the Chartered Financial Analyst (CFA) designation or §34f GewO permit.
• Access to our network of institutional partners.
• Access to our proprietary financial markets research.
• Entrepreneurial freedom with the stability of an established platform.
• This is an ideal role for a candidate pursuing in parallel their Master’s degree. We are flexible to define the total number of working hours in the contract.

This role is ideal for a motivated professional ready to step into entrepreneurship, grow our customer base, and be rewarded in direct proportion to the success you create.

If this sounds like you – or someone you know – let’s connect.

Senior Financial • Hamburg, Germany, Germany