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Client Solutions Professional, Private Wealth (Europe)

Location: 

Baar, CH

We are one of the largest global private markets investment managers, serving over 800 institutional investors worldwide. We have USD 185 billion in assets under management and around 2,000 professionals across 24 offices worldwide. Partners Group is an equal opportunity employer committed to cultural diversity.

What it's about

 

In this position, you are an integral part of Partners Group's high-performing fundraising team covering Private Wealth clients across Europe, supporting the achievement of overall fundraising targets. Particular focus will be on Partners Group's key client offerings and bespoke mandate solutions, which are tailored to clients’ needs and require close and proactive coverage.

We are looking for a team player to help further expand our Private Wealth footprint across Europe.

 

In your role, your primary tasks will include:

 

  • Independently supporting front marketers and mandate specialists in preparing for client meetings and due diligence sessions, including compiling high-quality, tailored marketing presentations and investment proposals, as well as coordinating internal teams
  • Creating tailored, persuasive, and high-quality responses to client requests, assisting with queries and performance updates
  • Acting as a first point of contact for product and mandate clients by coordinating and liaising with various teams and specialists within the firm (including coordination of internal approval processes)
  • Providing well-structured and compelling input to requests for proposals (RFPs)
  • Supporting the onboarding process for clients by liaising with both internal and external stakeholders
  • Assisting on projects related to new business development, strategic planning, product development, and other marketing initiatives
  • Developing deep expertise in private markets and Partners Group’s platform, products, separately managed accounts, and investment strategies across asset classes

 

 
What we expect

 

The successful candidate will have an in-depth understanding of the financial services industry, ideally within private wealth, private markets, asset/fund management, or investment banking/strategy consulting, with a focus on European markets.

 

Key attributes will include:

 

  • Undergraduate University Degree
  • Fluency in English and Spanish (both written and spoken) is mandatory
  • German is a strong plus
  • 1 to 2 years of experience in (institutional) sales, investor relations, private banking, wealth management, asset management, private equity, strategy consulting, or investment banking
  • Confident and comfortable communicating with teams and stakeholders across all seniority levels
  • Strong sense of ownership with solid project management skills and the ability to manage multiple processes simultaneously
  • Excellent analytical, interpersonal, and presentation skills, with a strong desire to learn and succeed
  • Proactive, hands-on approach
  • Exceptional attention to detail
  • Strong problem-solving skills with a client-focused mindset and ability to meet tight deadlines in a fast-paced environment
  • Proficiency in Microsoft Office, especially Excel and PowerPoint
  • Knowledge of private markets is an advantage

 

 
What we offer

 

Partners Group is a global financial institution that retains the culture, pace and agility of a start-up. As a growing firm, we are committed to attracting, developing and retaining the very best talent, by offering a workplace where results are truly recognized and rewarded. We offer a fantastic opportunity for you to grow:

  • Competitive compensation, including performance-based bonuses, along with a daily lunch allowance
  • Global professional environment with international exposure, collaborative culture, and opportunities to learn the business from industry leaders and seasoned professionals
  • Comprehensive career development through challenging opportunities, hands-on training, dedicated mentorship programs, and our PG Academy learning platform for continuous growth
  • Premium facilities including a state-of-the-art building, diverse on-site dining options, and complimentary gym access with fitness classes
  • Community engagement through office events, team activities, and volunteer opportunities to connect with local communities
  • Sabbatical program — one month off after every five years of service to recharge and explore

 


 

www.partnersgroup.com

 

 

Please be aware, fraudsters may pose as Partners Group recruiters. All genuine representatives can be identified by a verified sign on their LinkedIn profiles. If you suspect fraud or have doubts, contact us immediately at hr@partnersgroup.com

 

 

 


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