German Speaking Client Solutions Specialist

Eco Plus Solutions AB

. Transform asset allocation frameworks and market intelligence across nine asset classes into tailored visual presentations .

Posted 11/3/2026full-timeBad Homburg • GermanyMid-LevelSenior💰 €60,000 - €70,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in asset allocation frameworks and market intelligence, with a strong focus on creating tailored visual presentations and investment proposals for high-net-worth clients. Proficient in managing Requests for Proposals and collaborating with cross-functional teams to ensure alignment with market narratives and brand standards.

Highest-signal resume keywords

Asset Management ExperienceMulti-Asset Portfolio ConstructionAdvanced Microsoft PowerPoint SkillsFluency in German (C2)Business-Fluent English (C1)

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Asset Allocation FrameworksInvestment ProposalsBusiness Decks ProductionFinancial Instruments KnowledgeQuality ControlVisual Design StandardsClient CollateralsMarket IntelligenceProposal ManagementConcept Framing

Soft Skills

Detail-OrientedHighly OrganizedProactiveCommitment to QualityCollaboration

Tools & Technologies

Microsoft OfficeAI-Assisted ToolsProductivity AutomationsDesign TemplatesPublishing Workflows

Industry Keywords

Wealth ManagementPrivate BankingInvestment ConsultingCapital MarketsClient BriefingsInvestor RoadshowsIndustry ConferencesAnnual General MeetingsCross-Functional TeamsMarket Narrative

About the role

Key responsibilities & impact

Transform asset allocation frameworks and market intelligence across nine asset classes into tailored visual presentations
Draft and polish customized investment proposals for high-net-worth clients and institutional entities
Collaborate directly with Sales leaders and Portfolio Managers
Lead visual layout, structural narrative, and quality control for investor roadshows, client briefings, industry conferences, and annual general meetings
Manage end-to-end Requests for Proposals (RfPs) and institutional pitch briefs
Align cross-functional teams around a unified market narrative and brand standard
Support new fund rollouts and solution innovations from concept framing through commercial go-to-market execution
Refine presentation guidelines, design templates, and publishing workflows
Act as an internal sounding board and brand custodian
Ensure client and organizational touchpoints reflect professional and multi-asset investment standards

Requirements

What you’ll need

Bachelor's or Master's degree in Finance, Economics, Business Administration, or a closely related quantitative/business field
Hands-on experience within Asset Management, Wealth Management/Private Banking, Investment Consulting, or Capital Markets
Sound grasp of global capital markets, multi-asset portfolio construction, and financial instruments
Proven mastery of conceptualizing, structuring, and producing business decks and client collaterals
Advanced expertise in Microsoft PowerPoint and MS Office
Full professional fluency or native-level German (C2)
Business-fluent English (C1 minimum)
Exceptionally detail-oriented and highly organized
Proactive and committed to quality and visual design standards
Exposure to AI-assisted tools, plugins, or productivity automations within Microsoft Office (nice-to-have)

Benefits

Comp & perks

Performance bonus
Attractive benefits
Monthly pre-funded benefit card
Flexible, trust-based working hours
Hybrid arrangement with up to 2 remote days per week
Childcare subsidies
Zero business travel obligations
Subsidized Deutschlandticket
Corporate bike leasing (Dienstrad)
Electric car schemes
Health and wellness initiatives
Dedicated funding for professional development
Direct visibility across senior executive functions