Global Private Wealth & Investor Relations Associate

CFA Institute; Zürich; Hybrid; CHF 140.000 - 210.000; Vollzeit

Benefits dieser Stelle

Hybrid work arrangement

Remote work days (18 per quarter)

Zusammenfassung

HarbourVest, based in Zurich, seeks an Associate to support the DACH Wealth team across fundraising, due diligence, and client servicing. The role emphasizes collaboration with global wealth teams and a client-facing trajectory.

Ideal candidates bring 3+ years in asset management or private markets distribution, with fluency in English and German and a strong analytical background. A CFA/CAIA is a plus; a hybrid work model and cross-border collaboration are offered.

Qualifikationen

• Fluent in English; German and/or French a plus.
• Strong analytical and quantitative abilities with attention to detail.
• Experience in financial products distribution/sales for asset managers or platforms.
• Understanding of diverse wealth management client profiles in the DACH region.
• Career-oriented, client-facing mindset with long-term ambition to grow.

Aufgaben

• Support senior salespersons in the DACH Wealth team across fundraising activities and client commitments.
• Handle investor due diligence requests and coordinate investor queries.
• Manage client segmentation and market penetration in Switzerland, Germany and Austria.
• Conduct market research, track new products and structures to position HarbourVest’s offerings.
• Collaborate with Wealth Product Management and Client Services to win and service clients.
• Demonstrate entrepreneurship and independence from early on.

Kenntnisse

English fluency

German or French language skills

Analytical abilities

Interpersonal communication

Entrepreneurial mindset

Financial products distribution

Ausbildung

Bachelor’s in finance/economics

Master’s degree (bonus)

CFA or CAIA (a plus)

Jobbeschreibung

HarbourVest, based in Zurich, seeks an Associate to support the DACH Wealth team across fundraising, due diligence, and client servicing. The role emphasizes collaboration with global wealth teams and a client-facing trajectory.

Ideal candidates bring 3+ years in asset management or private markets distribution, with fluency in English and German and a strong analytical background. A CFA/CAIA is a plus; a hybrid work model and cross-border collaboration are offered.