Private Wealth Solutions Consultant – German-speaking (DACH)

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, 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.