Client Relationship Professional Private Wealth for Switzerland

Partners Group AG; Baar; Vor Ort; CHF 90’000 - 150’000; Vollzeit

Zusammenfassung

Join a leading global private markets investment manager as a Client Relationship Professional in a dynamic and entrepreneurial environment. You will be pivotal in building and managing relationships with private wealth distribution channels, driving fundraising opportunities, and collaborating with global teams. This role offers a unique chance to deepen your knowledge of private markets and work alongside top specialists in the field. With a focus on client success and a commitment to excellence, you will thrive in a culture that values growth and innovation. If you are passionate about finance and relationship management, this is the opportunity for you.

Leistungen

Competitive salary and benefits

Career opportunity in a global environment

Growth-oriented entrepreneurial culture

International working environment

Qualifikationen

• 5-8 years of experience in private wealth or business development.
• Strong academic background in finance, accounting, or economics.

Aufgaben

• Develop and manage relationships with Private Wealth partners.
• Create high-quality marketing materials and assist with client queries.

Kenntnisse

Networking Skills

Relationship Management

Sales & Marketing

Client Onboarding

Ausbildung

Bachelor's Degree in Finance

MBA

CFA

Tools

Microsoft Excel

Microsoft PowerPoint

Jobbeschreibung

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Client Relationship Professional Private Wealth for Switzerland

Location:

Baar, CH

We are one of the largest global private markets investment managers, serving over 800 institutional investors worldwide. We have USD 152 billion in assets under management and more than 1800 professionals across 21offices worldwide. Partners Group is an equal opportunity employer committed to cultural diversity.

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

What we expect

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 departmentsin 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,extremelyorganized, 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

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 [e-mail] .

www.partnersgroup.com

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