FERI AG | Germany | 61xxx Bad Homburg | Permanent position | Full time / Home office | Published since: 28.01.2026 on stepstone.de
Specialist Client Solutions & Presentation Desk (m/f/d)
The FERI Group is one of the leading bank-independent multi asset investment houses in German-speaking countries. With around 250 employees, we develop tailor-made solutions for institutional investors, family assets and foundations. Our investment specialists currently maintain a fortune of around 63 billion across the group. Euro, of which around 18 billion Euro Alternative Investments. In investment management, FERI offers a wide range of asset management services. We have years of experience in all asset classes – money market, currencies, shares, pensions, raw materials, hedge funds and private markets. They follow a multi-asset approach ranging from the development and implementation of individual investment strategies to quantitative risk management and control.
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Your tasks • Your profile • What we offer
Participation in the design and production of sales materials for our asset management services and fund concepts Own-responsive processing of Requests for Proposal (RfPs) and investment proposals for different investment classes and customer groups Development of investment proposals and asset strategies for HNWIs, UHNWIs and Family Offices Development of concepts for asset structuring and strategic asset allocation for customers and target customers Development of sector-specific documents and concepts for different target groups 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 Less than four 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 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 value “future orientation” Learn more about our numerous benefits and FERI on our career page. .
Location
 | FERI AG | |
| 61348 Bad Homburg | ||
| Germany |
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