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Client Relationship Professional Private Wealth for Switzerland

Partners Group AG • Vollzeit • Baar, Switzerland • 6T zuvor

Partners Group sucht einen Client Relationship Professional in Baar.

Aufgaben

Aufbau und Pflege von Beziehungen zu Private Wealth Partnern.
Leitung von Vertriebsprojekten und Produktinitiativen.
Erstellung von maßgeschneiderten Marketingmaterialien für Kundenanfragen.

Fähigkeiten

5-8 Jahre Erfahrung im Private Wealth Bereich erforderlich.
Starke Netzwerk- und Organisationsfähigkeiten sind wichtig.
Fähigkeit zur effektiven Kommunikation in Englisch und Deutsch.

Client Relationship Professional Private Wealth for Switzerland

Baar, CH

Partners Group has been a leading innovator of client solutions for the Private Wealth segment. The firm has been a pioneer of private markets programs with liquidity features since 2001 and has established long-term relationships with distribution partners across Europe, Asia and the US. With over USD 30 billion in assets under management today, Partners Group Private Wealth offers a wide range of vehicles that enable private investors to access private markets returns. The solutions the firm manages for Private Wealth clients and counterparties range from open-ended evergreen funds where clients benefit from a predefined level of liquidity, to traditional closed ended funds as well as customized solutions.

What it's about

In this position you will be part of the Private Wealth Client Solutions team in the Partners Group headquarter in Zug. As a wholesale Private Markets salesperson you will be responsible for building new and broadening existing relationships with private wealth distribution channels primarily in Switzerland. This position includes managing existing and developing new relationships and fundraising opportunities in the region and demands a high degree of collaboration with the global Partners Group team.

Your key responsibilities will include:

Developing and managing relationships with existing and new Private Wealth partners such as global/regional/local banks and asset managers
Sourcing and leading distribution projects and product initiatives, coordinating day-to-day interactions across open-ended and closed-ended funds
Map out investor landscape, plan and undertake regular cold call campaigns
Understanding and presenting the full range of Partners Group's solutions to partner organizations including operational and regulatory features of a product/project
Supporting the team with strategic distribution projects across open-ended and closed-ended funds as well as in day-to-day tasks
Working closely with Partners Group's private wealth teams (portfolio solutions, structuring)
Becoming an expert in private markets and Partners Group's platform, products and investment strategies across asset classes
Understand key competitors' offerings and know how to best position Partners Group's solutions
Creating tailored, persuasive and high-quality marketing materials and responses to client requests, assisting with queries, and performance updates.
Be involved front to back in the client journey from client contract negotiations, client onboarding, including CDD and KYC, and relationship management

The successful candidate will have an in-depth understanding of the private wealth industry, and 5-8 years of experience in working with GPs and/or distribution partners. For this position we are looking for someone who works well in a very entrepreneurial organization and someone who possesses strong networking & organization skills.

The successful candidate should have the following profile:

Bachelor's degree (MBA, Master's and/or CFA preferred) with strong academic background in finance, accounting, economics or a relevant discipline
5-8 years of relevant work experience (preferably in private markets industry) in business development, consulting, sales & marketing, relationship management
Previous experience within the fund selection and institutional sales departments in Private Banking, Wealth Management, or Private Markets, is a plus.
Demonstrated success in managing client relationships and identifying/converting new clients with a track record of fundraising success
Familiarity with alternatives with a focus on semi-liquid products, mutual funds and close-ended products would be a distinct advantage
Proficiency in business English and German – both written and verbal, other languages such as French or Italian are beneficial
Proficiency in Microsoft Office, especially Excel and PowerPoint
Strong relationship management skills
Excellent interpersonal and presentation skills with the ability to effectively communicate in a polished, professional manner
Attention to detail, extremely organized, and commitment to excellence. Able to problem solve with a client-focused mindset
Responsive and willing to work to tight deadlines in a challenging environment

What we offer

Join a growing international team, taking care of leading global private banks as well as local financial institutions
Career opportunity in a global, dynamic and client-oriented environment
Opportunity to deepen your knowledge with some of the world’s leading private market specialists
Growth-oriented entrepreneurial culture with significant development opportunities
International working environment
Competitive salary and benefits

www.partnersgroup.com

Job Segment: CFA, MBA, Social Media, Law, Finance, Management, Marketing, Legal

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