Product and Client Solutions Specialist (Separate Accounts)

LGT Capital Partners; Freienbach; Vor Ort; CHF 90.000 - 130.000; Vollzeit

Benefits dieser Stelle

Home office allowance

Zusammenfassung

LGT Capital Partners AG in Pfaeffikon is seeking a Product and Client Solutions Specialist focused on separate accounts in private markets. You will service institutional clients, prepare client materials, and work closely with investment teams and relationship managers to respond to portfolio-specific requests.

This role blends analytical work with client engagement, requiring fluent German and English, strong project management, and the ability to work independently in an entrepreneurial

Qualifikationen

• Master’s degree in business, economics, or similar subject.
• 3–5 years of experience in private markets, asset management, product management and/or investor relations.
• Strong project management skills and the ability to manage multiple priorities in a fast-paced environment.
• High attention to detail and accuracy.
• Self-starter with ability to work independently and as part of a team.
• Flexible and entrepreneurial mindset; proficiency in German and English.

Aufgaben

• Servicing institutional separate accounts, acting as a central point of contact for clients and internal stakeholders.
• Cross-functional stakeholder management with investment teams, legal, tax, operations and reporting.
• Support ongoing interactions with clients and coordinate responses to portfolio-specific requests.
• Create customized client presentations and analyses and respond to ad-hoc requests.
• Coordinate and oversee investment processes and bespoke recommendations.

Kenntnisse

German

English

Project management

Team collaboration

Ausbildung

Master's degree in business/economics

Jobbeschreibung

Product and Client Solutions team acts in between the investment management teams and relationship managers and is responsible for a variety of activities throughout lifecycle of various investment solutions. These activities include the servicing of institutional separate account clients, preparing client specific materials, and responding to various questions and requests from clients and prospective clients. The team plays a crucial role in successful capital raising for both funds and tailored client solutions, ensuring high-quality client service throughout the process.

Responsibilities

We are seeking a highly motivated professional to join our team, predominantly focusing on separate accounts investing in private markets. Your responsibilities as a Product and Client Solutions Specialist include:

• Servicing of institutional separate accounts, acting as a central point of contact for clients and internal stakeholders;
• Cross-functional stakeholder management, working with investment teams, legal, tax, operations and reporting to support the implementation and servicing of a number of accounts;
• Working closely with relationship management, supporting ongoing interactions with clients and coordinating responses to portfolio-specific requests;
• Creating customized client presentations and analysis and responding to ad-hoc requests from clients, prospects and relationship managers;
• Coordination and oversight of the investment processes and preparation of bespoke investment recommendations.

Requirements

• Master’s degree in business, economics, or similar subject;
• 3 - 5 years of experience in private markets, asset management, product management and / or investor relations;
• Strong project management skills and the ability to manage multiple priorities in a fast-paced environment;
• High attention to detail and accuracy;
• Self-starter personality with the ability to work independently and as part of a team;
• Highly self-motivated and enthusiastic professional with flexibility and capacity to work in an entrepreneurial environment;
• Proficient German and English skills are a must.

What You Can Expect

• Broad exposure to private equity and private markets investment solutions;
• Close collaboration with investment professionals, relationship managers, and senior stakeholders;
• The opportunity to contribute to high-impact fundraising and client initiatives in an international environment;
• A role that combines analytical work, commercial thinking, communication, and project ownership.
• We provide modern working conditions, including work-from-home options, flexible hours and a home office allowance to ensure staff members have a work environment equipped with the latest technology;
• A diverse culture founded on mutual respect, teamwork and appreciation awaits you at LGT Capital Partners. We go the extra mile to generate impact;
• We empower and invest in you: your professional development and personal growth are our priority. We offer various internal and external training opportunities that are aligned with your ambitions and our business needs. If you are interested, you can also enhance your German or English language skills;
• We are proud to be owned by the Princely Family of Liechtenstein and our company is inspired by its entrepreneurial spirit;
• Commitment to ESG: our approach to business is influenced by the Princely Family’s long-term perspective. Sustainability is key for us and has shaped our actions since 2002;
• You benefit from favorable terms and conditions if you wish to participate in LGT Capital Partners’ investment programs or to use LGT banking products and services.

Contact

If you are interested in becoming an integral part of a successful alternative investment management team in an international, multicultural working environment we will be pleased to get to know you soon.

For further information please contact us.

Cassandra Fritschi

Human Resources

LGT Capital Partners AG, Pfaeffikon

[phone]