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FERI AG | Germany | 61xxx Bad Homburg | Permanent position | Full time / Home office | Published since: 29.07.2025 on stepstone.de

Junior Specialist (m/w/d) in Customer Management

Branch: Insurance and financial ser... Branch: Insurance and financial services


The FERI Group is a leading, bank-independent multi asset investment house in German-speaking countries. With a dedicated team of over 280 employees and around 50 dual and work students, we develop tailor-made investment solutions for institutional investors, family assets and foundations. Currently, our investment specialists maintain a fortune of about 63 billion. Euro, of which around 18 billion Euro in alternative investments.

FERI's customer management is responsible for creating investment proposals, supporting tenders and due diligence questionnaires as well as individual pitches for private and institutional customers. As part of the Business & Proceses division, which accompanies the optimization of organizational structures and processes and supports the Executive Board in the strategic development of all business areas, it is part of our broadly positioned middle and back office.

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Your tasks • Your profile • What we offer

The FERI Group is a leading, bank-independent multi asset investment house in German-speaking countries. With a dedicated team of over 280 employees and around 50 dual and work students, we develop tailor-made investment solutions for institutional investors, family assets and foundations. Currently, our investment specialists maintain a fortune of about 63 billion. Euro, of which around 18 billion Euro in alternative investments.

FERI's customer management is responsible for creating investment proposals, supporting tenders and due diligence questionnaires as well as individual pitches for private and institutional customers. As part of the Business & Proceses division, which accompanies the optimization of organizational structures and processes and supports the Executive Board in the strategic development of all business areas, it is part of our broadly positioned middle and back office.

Participation in the design and production of sales materials for our asset management services and fund concepts Participation in the processing of Requests for Proposal (RfPs) and investment proposals for different asset classes and customer groups Development of investment proposals and asset strategies for HNWIs, UHNWIs and Family Offices Further development of sales materials and formats as well as internal processes and processes Cooperation and independent accompaniment of leading projects Development of target group-specific sales documents and concepts for the various products and services Cross-departmental coordination and networking with the different departments - for example asset management, alternative investments, family office or marketing Content support of FERI investor days for UHNWI families to present our expertise Coordination of specialists and customer advisers as part of pitching

Successfully completed studies in economics or comparable (bank-specific) training with adequate training 2 years of professional experience in the financial industry Knowledge of financial markets and financial products Embossed MS Office skills (Word, Excel) and very good PowerPoint skills Very good German knowledge (C2) in word and writing Outstanding analytical and conceptual skills Designed design competence in the development of layouts and the creation of professional PowerPoint presentations independent and exceptionally careful operation Embossed communication and team skills and high flexibility

Remuneration: We extend your attractive compensation package with various additional services and a shopping card we charge monthly Work-Life-Fit: Through flexible working time with home office, childcare support and an empirical working environment, FERI profession and private are compatible Health: Ergonomic and modern jobs are of course with us – we also offer occupational health management as well as various sports services Mobility concept: With a discounted Germany ticket, service bike leasing and an (e) company car control you get full flexibility Development: We promote and support in-house training as well as external training – in the sense of our corporate values “responsibility” and “excellence” JOBV1_EN

Company location

Location

ava FERI AG
Bad Homburg
Germany

The text of this ad was translated from German into English using an automatic translation system and may contain semantic and lexical errors. Therefore, it should be used for introductory purposes only. For more detailed information, see the original text of the ad at the link below.

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