Senior Support Professional

vor 1 Monat

CH Baar Partners Group AG Vollzeit
Senior Support ProfessionalLocation:

Zug, CH

We are one of the largest global private markets investment managers, serving over 800 institutional investors worldwide. We have USD 147 billion in assets under management and more than 1900 professionals across 20 offices worldwide. Partners Group is an equal opportunity employer committed to cultural diversity.

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 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 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.

What it's about

In this position, you will be part of the Client Solutions Private Wealth Team. Amid strong growth in this client segment, the team in Zug (CH) is expanding and looking for 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 open-ended and closed-ended funds as well as in day-to-day tasks
  • Creating tailored, persuasive, and high-quality marketing materials and responses to client requests, assisting with queries, and performance updates
  • Strong operational background preferred with knowledge on funds settlement, order routing, CDD process
  • Become a point of contact for internal and external stakeholders such as service providers requiring strong collaboration with Partners Group internal teams
  • Develoing and implementing strategies to increase engagement with clients and prospects and maintain trackable performance indicators for the sales team
  • Supporting the private wealth team co-heads with strategic initiatives and governance topics
  • Become an expert in private markets and Partners Group's platform, products and investment strategies across asset classes
  • Build professional and technical knowledge to streamline and accelerate workflows

What we expect

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

Key attributes will include:

  • University degree
  • At least 5 years of relevant working experience
  • Ideally experience in consulting, sales, process management, or investment banking
  • 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
  • Ability to take ownership and responsibility
  • Proven design skills and visual flair
  • Excellent skills in both spoken and written English, other languages are an advantage
  • Exceptional attention to detail
  • Proficiency in Microsoft Office, especially Excel and Powerpoint
  • Knowledge of private markets & settlement processes, as well as data analytics is an advantage
What we offer

Partners Group is a global financial institution that retains the culture, place, 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 your growth:

  • Join a growing international team, covering leading global private banks as well as local financial institutions
  • Career opportunity in a global, dynamic and client-oriented environment
  • Opportunity to learn the business from some of the world's leading private market specialists
  • Growth-oriented entrepreneurial culture with significant development opportunities
  • Collaborative and international environment with on-the-job training and mentorship opportunities
  • Education assistance program
  • Competitive salary with performance-oriented compensation model.
  • Lunch allowance
  • One-month sabbatical after every five years of service
  • Fun office and team events, including volunteer opportunities to connect with and help our local communities

At Partners Group, we thrive on new ideas for the benefit of our clients, our employees, and our community. We are proud to be an equal opportunity employer and support diversity of perspectives. Our working environment is humble, inclusive, and transparent, and the structure of the firm is flat.

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