Client Solutions Professional

Finatal; Zürich; Vor Ort; CHF 110.000 - 150.000; Vollzeit

Zusammenfassung

Finatal, partnered with a large-cap private markets investment manager, seeks a Client Solutions Professional to join the Private Wealth Client Solutions team in the DACH region. You will collaborate with senior stakeholders to develop tailored investment solutions and support fundraising initiatives.

The role emphasizes exceptional client service, robust knowledge of private markets, and fluent German and English communication to engage German-speaking distribution partners.

Qualifikationen

• Requires a degree in finance, accounting, economics, or related field.
• Minimum 3 years' private markets experience, including open-ended, mutual, and closed-ended funds.
• Strong ability to manage multiple projects and stakeholders.

Aufgaben

• Support Private Wealth team in managing relationships with distribution partners.
• Assist with strategic distribution projects across funds and advisor sessions.
• Create tailored marketing materials and client responses.
• Support onboarding with regulatory processes including KYC/CDD.
• Collaborate with portfolio solutions, structuring, and marketing teams to streamline client engagement.

Kenntnisse

Client relationship management

German language proficiency

English language proficiency

Project management

Ausbildung

Bachelor’s degree in finance/accounting/economics

Jobbeschreibung

Finatal are partnered with a large-cap private markets investment manager, looking for a Client Solutions Professional to join their dynamic Private Wealth Client Solutions team. In this role, you will collaborate with senior stakeholders to develop tailored investment solutions, support fundraising initiatives, and deliver exceptional client service across the DACH region. The ideal candidate will combine strong private markets experience with excellent communication skills.

Responsibilities:

• Support the Private Wealth team in developing and managing relationships with existing and prospective distribution partners.


• Assist with strategic distribution projects across open-ended and closed-ended funds, including day-to-day wholesale activities and advisor study sessions.


• Create tailored, high-quality marketing materials, responses to client queries, and performance updates.


• Provide proficiency in product features, operational and regulatory processes, and client onboarding including CDD/KYC.


• Collaborate with internal teams, including portfolio solutions, structuring, and marketing, to streamline client engagement.

Requirements:

• Bachelor’s degree in finance, accounting, economics, or a relevant discipline.


• 3+ years of relevant private markets experience, ideally with familiarity in open-ended funds, mutual funds, and closed-ended products.


• Strong project management skills with the ability to drive multiple initiatives simultaneously.


• Excellent interpersonal, presentation, and relationship management skills, with a polished professional demeanour.


• Fluent in German (essential) and English.