Senior Specialist Customer Management (m/w/d)

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. Our investment specialists currently maintain a fortune of about 60 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 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 values “responsibility” and “excellence” Learn more about our numerous benefits and FERI on our career page. JOBV1_EN