Senior Client Solutions Professional – Private Wealth

Jobtailor; Baar; Vor Ort; CHF 90.000 - 120.000; Vollzeit

Zusammenfassung

Jobtailor is seeking a motivated candidate to support the Private Wealth sales team with day-to-day tasks, build high-quality marketing materials and respond to client requests. You will work closely with Partners Group internal teams, handle ad-hoc projects and deepen expertise in private markets and investment strategies.

Fluent English required; university degree and strong project management, analytical and interpersonal skills are essential. Experience in sales or banking is a plus.

Qualifikationen

• University degree in a relevant field.
• Strong understanding of the financial services industry.
• Excellent spoken and written English; other languages are an advantage.
• Ability to take ownership and manage multiple processes.
• Experience in sales, product management, private banking, consulting or investment banking preferred.
• Proficiency with Microsoft Office, especially Excel and PowerPoint.
• Ability to work with Partners Group internal teams and stakeholders.

Aufgaben

• Support the team across open-ended and closed-ended funds in day-to-day tasks
• Create tailored, persuasive and high-quality marketing materials and responses to client requests
• Assist with client queries and performance updates
• Serve as a point of contact with Partners Group internal teams and other stakeholders
• Handle ad-hoc projects as required
• Develop expertise in private markets, Partners Group's platform, products and investment strategies across asset classes
• Build professional and technical knowledge to work independently with senior sales professionals and respond to client queries
• Support client acquisition and maintenance for the Private Wealth segment

Kenntnisse

Project Management

Analytical Skills

Client Query Response

Ownership and Responsibility

Desire to Learn and Succeed

Interpersonal Skills

Attention to Detail

Ausbildung

University degree

Tools

Microsoft Excel

Microsoft PowerPoint

Jobbeschreibung

• Support the team across open-ended and closed-ended funds in day-to-day tasks
• Create tailored, persuasive and high-quality marketing materials and responses to client requests
• Assist with client queries and performance updates
• Serve as a point of contact with Partners Group internal teams and other stakeholders
• Handle ad-hoc projects as required
• Develop expertise in private markets, Partners Group's platform, products and investment strategies across asset classes
• Build professional and technical knowledge to work independently with senior sales professionals and respond to client queries
• Support client acquisition and maintenance for the Private Wealth segment

Requirements

• University degree
• In-depth understanding of the financial services industry
• Exceptional attention to detail
• Passion for private markets and exceptional drive to learn
• Excellent spoken and written English; other languages are an advantage
• Ability to take ownership and responsibility
• Strong project management skills and ability to drive different processes at the same time
• Excellent analytical and interpersonal skills and a strong desire to learn and succeed
• Ability to problem solve with a client-focused mindset within challenging deadlines
• Proficiency in Microsoft Office, especially Excel and PowerPoint
• Ideally experience in sales, product management, private banking, consulting or investment banking

Core Competencies

Demonstrates expertise in private markets and financial services, with strong project management and analytical skills. Capable of creating high-quality marketing materials and effectively responding to client queries while maintaining exceptional attention to detail.

Highest-signal resume keywords

• Private Markets Expertise
• Project Management Skills
• Client-Focused Problem Solving
• Microsoft Office Proficiency
• Financial Services Industry Knowledge

ATS Optimization Keywords

Hard Skills

• Project Management
• Analytical Skills
• Marketing Material Creation
• Client Query Response
• Private Banking Experience
• Investment Banking Experience
• Sales Experience
• Product Management Experience
• Consulting Experience

Soft Skills

• Attention to Detail
• Interpersonal Skills
• Ownership and Responsibility
• Desire to Learn and Succeed

Industry Keywords

• Financial Services
• Private Wealth Segment
• Asset Classes
• Client Acquisition
• Performance Updates

Tools & Technologies

• Microsoft Excel
• Microsoft PowerPoint