Senior Client Relationship Support Professional - Private Wealth Europe

Select how often (in days) to receive an alert:

Senior Client Relationship Support Professional - Private Wealth Europe

Location:

Baar, CH

Partners Group is one of the largest global private markets investment managers, serving over 800 institutional investors worldwide. We have USD 152 billion in assets under management and more than 1800 professionals across 21 offices 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, Partners Group caters via wholesale/distribution sales channels to private wealth clients. The firm has been a pioneer of private markets programs with liquidity features since 2001 and has established long-term relationships with distribution partners across Europe, Asia, and the US. With over USD 35 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 managed for Private Wealth clients range from open-ended evergreen funds with predefined liquidity to traditional closed-ended funds and customized solutions.

In this position, you will be part of the Client Solutions Private Wealth Team. As this client segment grows, the team in Zug (CH) is expanding and seeking a senior support professional for client acquisition and maintenance.

As a wholesale support professional, your key responsibilities will include:

• Supporting client relationship managers with strategic distribution projects across various fund types and daily tasks
• Creating tailored, persuasive, and high-quality marketing materials and responses to client requests, queries, and performance updates
• Having a strong operational background with knowledge of fund settlement, order routing, and CDD processes
• Becoming a point of contact for internal and external stakeholders, requiring collaboration with Partners Group internal teams
• Developing strategies to increase engagement with clients and prospects, and tracking performance indicators
• Supporting the private wealth team co-heads with strategic initiatives and governance topics
• Becoming an expert in private markets, Partners Group's platform, products, and investment strategies across asset classes
• Building knowledge to streamline workflows

What we expect

The successful candidate will have an in-depth understanding of financial services, ideally with experience in communication or marketing.

Key attributes include:

• University degree
• At least 5 years of relevant experience
• Experience in consulting, sales, process management, or investment banking is preferred
• Strong project management skills and multitasking ability
• Excellent analytical and interpersonal skills, with a desire to learn and succeed
• Client-focused problem-solving ability within challenging deadlines
• Ownership and responsibility
• Design skills and visual flair
• Excellent English skills; additional languages are a plus
• Attention to detail
• Proficiency in Microsoft Office, especially Excel and PowerPoint
• Knowledge of private markets, settlement processes, and data analytics is advantageous

What we offer

Partners Group offers a professional, international environment with opportunities for growth, training, and mentorship. We value results and recognize talent, providing a rewarding career path:

• Global, dynamic work environment
• Challenging career within a growing firm
• On-the-job training and mentorship
• One-month sabbatical after five years
• Education assistance
• Team events and volunteer opportunities

Visit us at www.partnersgroup.com

Please note, be cautious of fraudsters posing as Partners Group recruiters. All genuine representatives have a verified sign on their LinkedIn profiles. If you suspect fraud, contact us immediately at hr@partnersgroup.com.