Senior Client Relationship Support Professional

Partners Group UK; London; On-site; GBP 40,000 - 80,000; Full time

Job summary

Join a dynamic and growing global financial institution as a Client Relationship Support Professional. This role offers an exciting opportunity to engage with institutional investors and investment consultants, supporting the maintenance of client relationships while driving new business. You will collaborate with senior team members to prepare compelling presentations and respond to investor inquiries. With a focus on private markets, you'll enhance your expertise while working in a professional and collaborative environment. If you're a driven individual with a passion for client relations and investment management, this is the perfect opportunity to advance your career.

Benefits

Professional international working environment

Education assistance program

One-month sabbatical after five years

Team events and volunteer opportunities

Qualifications

• 3-5 years of relevant experience in financial services.
• Strong academic background with a Bachelor's degree required.

Responsibilities

• Support senior team members with client meetings and due diligence.
• Create tailored responses to client requests and queries.
• Coordinate onboarding process for new clients.

Skills

Client Relationship Management

Investment Management

Project Management

Analytical Skills

Interpersonal Skills

Microsoft PowerPoint

Problem Solving

Education

Bachelor's Degree

CFA/IMC/CAIA/ACA (preferred)

Tools

Microsoft Office

Job description

What it's about

Partners Group is seeking a Client Relationship Support Professional to join our Client Solutions sales/marketing team based in London with a focus on the institutional investor landscape in the UK & Ireland. The ideal candidate will have a background in investment management or a similar relevant field. Prior knowledge of private markets is preferred but not essential.

As part of the role, you will work closely with senior members of the team to provide support to the ongoing maintenance of existing client relationships, and in driving new business across institutional investors and investment consultants. The role will include preparing client presentations, thoughtful client pitches, and responding to ad-hoc investor queries. Additionally, you will be involved in ongoing deliverables, market intelligence and research to support the growth of the business.

The successful candidate will have an in-depth understanding of the financial services industry, ideally gained within private markets, but candidates with experience in asset/fund management or investment banking/consulting will be considered.

Your key responsibilities will include:

• Independently support senior team members with preparation for client meetings and detailed due diligence sessions. This includes compiling convincing bespoke marketing presentations and investment proposals, as well as the coordination of internal parties to deliver customized content.
• Execute timely preparation and follow up for client meetings and calls with approved marketing collateral.
• Creating tailored, persuasive and high-quality responses to client requests, assisting with queries, and performance updates.
• Acting as a first point of contact for the client by coordinating and liaising with various teams and specialists within the firm.
• Build professional and technical knowledge to streamline and accelerate workflows.
• Coordinate the whole process related to, as well as provide convincing and well-justified inputs to requests for proposals (RFPs).
• Supporting the onboarding process for clients, involving liaising with both internal and external counterparties.
• Become an expert in private markets and Partners Group's platform, products and investment strategies across asset classes.

What we expect

• Bachelor's degree and strong academic background required.
• Relevant working experience (this will likely be at least 3-5 years).
• A team player who is regarded as a high-performing and driven individual.
• Ideally experience in consulting, asset management, private equity, investment banking or a related sector in financial services.
• Evidence of further academic training post-bachelor's degree is preferred but not essential (e.g. CFA, IMC, CAIA, ACA or actuarial/legal).
• Strong project management and organizational 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.
• Willingness to take ownership and responsibility.
• Excellent written, verbal and presentation skills.
• Exceptional attention to detail.
• Proficiency in Microsoft Office, especially PowerPoint.

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.

Please be aware, fraudsters may pose as Partners Group recruiters. All genuine representatives can be identified by a verified sign on their LinkedIn profiles. If you suspect fraud or have doubts, contact us immediately.