Senior Portfolio Manager
Leading bespoke investment strategies for ultra-high-net-worth clients from our Frankfurt headquarters. Requires deep familiarity with the HRK LUNIS AG fiduciary standards.
We are not just managing assets; we are stewards of legacy. At HRK LUNIS AG, your career is built on the foundation of bank-independence, allowing you to prioritize the client's interests above all else.
Operate from Friedrichstraße 31, the heart of German finance, while collaborating across our expanding international network including the USA.
Our Environment
The 'Broadside' Editorial Culture
At HRK LUNIS AG, we have consciously diverged from the traditional banking structures. Our mxmerchant and strategic investment protocols are built on one pillar: total independence. This means our advisors are never pressured by internal product quotas or sales targets.
Whether you are a senior Private Equity analyst or a Family Office principal, the mandate is simple: solve for the client. This professional freedom requires a specific "entrepreneur within the company" mindset. We look for individuals who take ownership of their book of business while leveraging the institutional strength of our Frankfurt and US resources.
The Detail
Meticulous planning for generational wealth transfer.
Unlike the siloed nature of large institutions, our Investment Committee works in direct proximity to junior associates. You aren't just a number; you are part of the decision-making process for complex client portfolios.
Speak with leadershipFor those coming from a mx merchant or traditional institutional background, the speed of our boutique environment can be startling. We move with the precision of a high-tech firm but maintain the discretion of a private office. This synergy is what allows us to navigate global macro-economic volatility while securing stable returns for foundations and HNWI clients.
Working at HRK LUNIS AG means navigating the intersection of personal relationships and institutional market intelligence.
Morning sessions involve the Investment Consulting group in Frankfurt. We dissect ECB policy shifts and global macro indicators to refine our 'Lunis Standard' for asset allocation.
Afternoons are spent on the legacy of succession planning. We work directly with lawyers and foundation chairpersons to manage generational wealth transitions with total discretion.
Closing the day with our US touchpoints. Collaborative digital platforms ensure that our high-stakes advisory roles across time zones remain synchronized and secure.
Leading bespoke investment strategies for ultra-high-net-worth clients from our Frankfurt headquarters. Requires deep familiarity with the HRK LUNIS AG fiduciary standards.
Analyzing direct deal flow and managing institutional liquidity transitions. Ideal for analysts with 3-5 years of experience in mxmerchant ecosystems.
Managing Stiftungsmanagement mandates with a focus on sustainable, long-term impact and legal compliance within the German regulatory framework.
We combine the agility of a boutique firm with the rigorous compliance and analytical depth of a global player.
Access to the widest investment universe without internal product constraints or mx merchant limitations.
Education and certification paths sponsored by the firm, including international market analytics and CFA programs.
Work in an environment where client trust and personal integrity are the primary metrics for success.
Transitioning to HRK LUNIS AG is a strategic move from sales-driven banking to investment-led advisory. We provide the infrastructure; you provide the vision.
Deep-dive into our BaFin-compliant asset management framework and market intelligence tools.
Manage client transitions with full support from our mid-office and institutional desks.
Contribute to the firm’s global investment committees and regional branch development.
"Here, your success is measured by the longevity of your client families, not the volume of your transactions."
— Board of Directors
We are always seeking exceptional talent with a focus on analytical rigor and high emotional intelligence. Send us your vision for the future of wealth management.