Client focus
The families we serve come first. Every decision, whether about portfolio construction or how we run a meeting, is judged by what serves their interests across generations.
Build a Careerat Ellis Page
Ellis Page gives advisers, investment specialists and operational professionals in Warsaw and Berlin the chance to work closely with families whose wealth spans generations and borders.
Where Your Next Role Could Be
Ellis Page looks for capable, principled people who want their work to count for the families they serve. If you want a workplace that listens to your ideas, backs your development with mentoring and study support and expects high standards of everyone in both offices, Ellis Page is worth a conversation.
Why build your career at Ellis Page?
Join a family office that takes your ambition seriously and plans your development rather than leaving it to chance.
Integrity
We keep to the highest ethical standards. Clients, colleagues and regulators get the same honest, open dealing from us.
Collaboration
Our Warsaw and Berlin teams operate as one firm. Drawing on each other's expertise and differing viewpoints produces better answers for the families we advise.
Fresh thinking
We welcome change and look for practical ways to improve how we invest, report and run the business.
High standards
We set demanding targets and hold each other accountable for meeting them, in client work and in how we treat one another. Good enough is not a phrase you will hear often here.
Inclusivity
A firm that respects difference makes better decisions. We work to keep our culture open to people of every background and experience.
Open Positions
Senior Wealth Planner (Warsaw)
Ellis Page is seeking a highly experienced Senior Wealth Planner to join our Warsaw office. In this role, you will be responsible for providing individualised financial planning and structuring advice to our ultra-high-net-worth clients. Working closely with our relationship managers and external legal advisors, you will design complex strategies covering estate planning, tax efficiency, and family succession.
Key Responsibilities
- Act as the primary technical expert on wealth structuring for assigned family office clients.
- Draft detailed financial plans, cash flow models, and generational wealth transfer strategies.
- Coordinate with clients' existing tax and legal professionals to ensure alignment across jurisdictions.
- Monitor changes in Polish and European tax legislation, updating client plans accordingly.
Requirements
- A minimum of 10 years of experience in wealth planning, private banking, or a prominent family office.
- Professional qualifications in tax or financial planning (e.g., CFA, CFP, or local equivalents).
- Exceptional knowledge of cross-border tax regulations and European trust structures.
- Fluency in Polish and English is required; German proficiency is a distinct advantage.
We offer a highly competitive compensation package, a flat organisational structure, and the opportunity to work with some of Europe's most prominent families.
Portfolio Manager (Berlin)
Our Berlin office is expanding, and Ellis Page requires a dedicated Portfolio Manager to oversee discretionary mandates for our multi-family office clients. The successful candidate will construct and manage multi-asset portfolios with a strong emphasis on capital preservation and long-term absolute returns.
Key Responsibilities
- Manage specific discretionary portfolios across equities, fixed income, and alternative asset classes.
- Conduct independent macroeconomic and fundamental research to support asset allocation decisions.
- Present investment strategies, performance reports, and market outlooks directly to family principals and investment committees.
- Collaborate with our Warsaw-based analysts to identify mispriced assets in European markets.
Requirements
- At least 8 years of direct portfolio management experience within a family office, private bank, or institutional asset manager.
- A deep understanding of traditional asset classes, focusing on value-oriented and conservative investment principles (please note we do not allocate to speculative tech or gaming sectors).
- A master's degree in finance, economics, or a related field; CFA charterholders are preferred.
- Native or bilingual proficiency in German and English.
This position provides significant autonomy within a strict risk framework, allowing you to directly influence the financial wellbeing of our exclusive client base.
Take the First Step
Send your CV and a short note on the kind of role you are seeking to [email protected], or contact the Warsaw or Berlin office to arrange an introductory conversation.
Apply Now