Senior Client Solutions Professional - Private Wealth Europe

Partners Group

Baar

On-site

CHF 110,000 - 170,000

Full time

14 days+

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Job summary

Partners Group is seeking a Senior Client Solutions Professional for Private Wealth Europe, based in Baar, Switzerland. You will support day-to-day fund activities, craft compelling marketing materials, and act as a bridge between internal teams and clients, developing private markets expertise.

You will work with senior sales professionals, handling client queries and contributing to strategic projects while growing knowledge across asset classes and investment strategies in a fast-paced

Qualifications

  • University degree.
  • Excellent English, both spoken and written.
  • Experience in sales, product management, private banking, consulting or investment banking is a plus.

Responsibilities

  • Support the team across open-ended and closed-ended funds in day-to-day tasks.
  • Create tailored, persuasive marketing materials and responses to client requests.
  • Collaborate with internal teams and stakeholders.
  • Contribute to ad-hoc projects as required.
  • Develop expertise in private markets and Partners Group's platform and investment strategies.
  • Build knowledge to work independently with senior sales professionals and respond to client queries.

Skills

English proficiency
Attention to detail
Project management
Analytical skills
Interpersonal skills
Ownership
Client-focused mindset
Problem solving
Learning drive

Education

University degree

Tools

Excel
PowerPoint
MS Office

Job description

Senior Client Solutions Professional - Private Wealth Europe

Location: Baar, CH

We are one of the largest global private markets investment managers, serving over 800 institutional investors worldwide. We have USD 185 billion in assets under management and around 2,000 professionals across 24offices worldwide. Partners Group is an equal opportunity employer committed to cultural diversity.

What it's about

Partners Group has been a leading innovator of client solutions for the Private Wealth segment. In this segment Partner Group caters via wholesale/distribution sales channels to private wealth clients. The firm has been a pioneer of private markets programs with evergreen solutions since 2001, and ELTIF since 2016 and has established long-term relationships with distribution partners across Europe, Asia and the US. With over USD 45 billion in assets under management today, Partners Group Private Wealth offers a wide range of vehicles that enable private investors to access private markets returns. The solutions the firm manages for Private Wealth clients and counterparties range from open-ended evergreen funds where clients benefit from a predefined level of liquidity to traditional closed ended funds as well as customized solutions.

Your key responsibilities will include:
  • Supporting the team across open-ended and closed-ended funds in day-to-day tasks
  • Creating tailored, persuasive and high-quality marketing materials and responses to client requests, assisting with queries, and performance updates.
  • Become a point of contact with Partners Group internal teams and other stakeholders requiring strong collaboration
  • Ad-hoc projects as required
  • Become an expert in private markets and Partners Group's platform, products and investment strategies across asset classes
  • Building professional and technical knowledge to work independently with senior sales professionals and respond to client queries
What we expect

The successful candidate will have an in-depth understanding of the financial services industry

Key attributes will include:
  • University degree
  • Exceptional attention to detail
  • Passion for private markets and exceptional drive to learn
  • Excellent skills in both 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

What we offer

Partners Group is a global financial institution that retains the culture, pace and agility of a start-up. As a growing firm, we are committed to attracting, developing and retaining the very best talent, by offering a workplace where results are truly recognized and rewarded. We offer a fantastic opportunity for you to grow:

Professional, international working environment

Challenging, rewarding career within a growing company

Collaborative environment, with on-the-job training and mentorship opportunities

One-month sabbatical after every five years of service

Education assistance program

Fun office and team events, including volunteer opportunities to connect with and help our local communities

www.partnersgroup.com

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