Location: Bad Homburg – Hybrid (up to 2 days Home Office / week)

Position Type: Full-Time, Permanent

Compensation: €60,000 – €70,000 base salary + performance bonus + attractive benefits

Job Title: Client Solutions Specialist

About the Role & Opportunity

Are you an ambitious financial markets professional who excels at converting complex market insights into persuasive visual stories? We are a premier independent multi-asset manager based in the DACH region, steering roughly €65 billion in assets on behalf of institutional investors and Ultra High Net Worth Individuals (UHNWIs). Driven by an unyielding dedication to independent investment mastery and sustainable growth across conventional and alternative asset classes, our firm seamlessly bridges proven tradition with modern innovation.

In the position of Client Solutions Specialist, you will sit right at the strategic crossroad connecting Portfolio Management, Investment Research, and Sales. You will take complete ownership of converting sophisticated multi-asset portfolio strategies into crystal-clear, highly persuasive, and beautifully styled pitch decks, proposals, and client materials.

Key Responsibilities

Presentation Design & Client Solutions:

Storytelling & Content Strategy: Transform detailed asset allocation frameworks and market intelligence across nine distinct asset classes into premium, tailor-made visual presentations designed for sophisticated audiences.
Tailored Proposals: Draft and polish customized investment proposals for high-net-worth clients and institutional entities in direct collaboration with Sales leaders and Portfolio Managers.
Event Support: Steer the visual layout, structural narrative, and precise quality control for investor roadshows, client briefings, industry conferences, and annual general meetings.

Tender Management (RfP) & Product Innovation:

RfP Management: Lead the end-to-end execution of Requests for Proposals (RfPs) and institutional pitch briefs, aligning cross-functional teams to uphold a unified market narrative and brand standard.
Product Launches: Partner across teams to support new fund rollouts and solution innovations from early concept framing through to commercial go-to-market execution.

Standards, Efficiency & Stakeholder Management:

Process Optimization: Spearhead the continuous refinement of presentation guidelines, design templates, and publishing workflows to boost aesthetic elegance, operating efficiency, and organizational scalability.
Stakeholder Coordination: Act as an essential internal sounding board and brand custodian, ensuring that every touchpoint reflects the ultimate level of professionalism and reflects our multi-asset investment authority.

Ideal Candidate Profile

Must-Haves:

Education: Bachelor's or Master's degree in Finance, Economics, Business Administration, or a closely related quantitative/business field.
Industry Background: Track record of hands-on experience within Asset Management, Wealth Management/Private Banking, Investment Consulting, or Capital Markets.
Market & Product Knowledge: Sound grasp of global capital markets, multi-asset portfolio construction, and financial instruments.
Presentation Expertise: Proven mastery of conceptualizing, structuring, and producing top-tier business decks and client collaterals; advanced expertise in Microsoft PowerPoint and MS Office.
Languages: Full professional fluency or native-level German (C2) alongside business-fluent English (C1 minimum).
Working Style: Exceptionally detail-oriented, highly organized, proactive, and driven by a strong commitment to quality and visual design standards.

Nice-to-Haves:

Exposure to integrating AI-assisted tools, plugins, or productivity automations within Microsoft Office to speed up workflow timelines.

Benefits & What We Offer

High Impact & Visibility: Enjoy direct visibility across senior executive functions—including Research, Portfolio Management, and Distribution—at a €65B asset management leader.
Attractive Package: Competitive fixed base compensation (€60,000 – €70,000) combined with an attractive bonus program and a monthly pre-funded benefit card.
Work-Life Balance: Flexible, trust-based working hours, a smooth hybrid arrangement (up to 2 days remote per week), childcare subsidies, and zero business travel obligations.
Perks & Mobility: Subsidized Deutschlandticket, corporate bike leasing (Dienstrad), electric car schemes, health and wellness initiatives, and dedicated funding for professional development.

Location & Setup

Bad Homburg (61348), conveniently located next to Frankfurt am Main. Hybrid working setup featuring up to 2 home-office days per week (on-site foundation; zero travel required).

German Speaking Client Solutions Specialist (Hybrid)

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