Senior Client Solutions Professional - Private Wealth Europe
Baar, CH
What it's about
Partners Group has been a leading innovator of client solutions for the Private Wealth segment. In this segment Partner Group caters via wholesale/distribution sales channels to private wealth clients. The firm has been a pioneer of private markets programs with evergreen solutions since 2001, and ELTIF since 2016 and has established long-term relationships with distribution partners across Europe, Asia and the US. With over USD 45 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.
In this position, you will be part of the Client Solutions Private Wealth Team. Amid strong growth in this client segment, the team in Zug (CH) is expanding and looking for support in client acquisition and maintenance.
Your key responsibilities will include:
- Supporting the team across open-ended and closed-ended funds in day-to-day tasks
- Creating tailored, persuasive and high-quality marketing materials and responses to client requests, assisting with queries, and performance updates.
- Become a point of contact with Partners Group internal teams and other stakeholders requiring strong collaboration
- Ad-hoc projects as required
- Become an expert in private markets and Partners Group's platform, products and investment strategies across asset classes
- Building professional and technical knowledge to work independently with senior sales professionals and respond to client queries
The successful candidate will have an in-depth understanding of the financial services industry
Key attributes will include:
- University degree
- Exceptional attention to detail
- Passion for private markets and exceptional drive to learn
- Excellent skills in both spoken and written English, other languages are an advantage
- Ability to take ownership and responsibility
- Strong project management skills and ability to drive different processes at the same time
- Excellent analytical and interpersonal skills and a strong desire to learn and succeed.
- Ability to problem solve with a client-focused mindset within challenging deadlines
- Proficiency in Microsoft Office, especially Excel and Powerpoint
Ideally experience in sales, product management, private banking, consulting or investment banking
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:
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Professional, international working environment
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Challenging, rewarding career within a growing company
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Collaborative environment, with on-the-job training and mentorship opportunities
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One-month sabbatical after every five years of service
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Education assistance program
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Fun office and team events, including volunteer opportunities to connect with and help our local communities
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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