Client Relationship Professional Private Wealth for Switzerland
Vor 4 Tagen
Location: Baar, CH
We are one of the largest global private markets investment managers, serving over 800 institutional investors worldwide. We have USD 149.2 billion in assets under management and more than 1800 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. 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 30 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.
What it's about
In this position, you will be part of the Private Wealth Client Solutions team in the Partners Group headquarters in Zug. As a wholesale Private Markets salesperson, you will be responsible for building new and broadening existing relationships with private wealth distribution channels primarily in Switzerland. This position includes managing existing and developing new relationships and fundraising opportunities in the region and demands a high degree of collaboration with the global Partners Group team.
Your key responsibilities will include:
- Developing and managing relationships with existing and new Private Wealth partners such as global/regional/local banks and asset managers.
- Sourcing and leading distribution projects and product initiatives, coordinating day-to-day interactions across open-ended and closed-ended funds.
- Mapping out the investor landscape, planning, and undertaking regular cold call campaigns.
- Understanding and presenting the full range of Partners Group's solutions to partner organizations including operational and regulatory features of a product/project.
- Supporting the team with strategic distribution projects across open-ended and closed-ended funds as well as in day-to-day tasks.
- Working closely with Partners Group's private wealth teams (portfolio solutions, structuring).
- Becoming an expert in private markets and Partners Group's platform, products, and investment strategies across asset classes.
- Understanding key competitors' offerings and knowing how to best position Partners Group's solutions.
- Creating tailored, persuasive, and high-quality marketing materials and responses to client requests, assisting with queries, and performance updates.
- Being involved front to back in the client journey from client contract negotiations, client onboarding, including CDD and KYC, and relationship management.
What we expect
The successful candidate will have an in-depth understanding of the private wealth industry, and 5-8 years of experience in working with GPs and/or distribution partners. For this position, we are looking for someone who works well in a very entrepreneurial organization and possesses strong networking and organizational skills.
The successful candidate should have the following profile:
- Bachelor's degree (MBA, Master's, and/or CFA preferred) with strong academic background in finance, accounting, economics, or a relevant discipline.
- 5-8 years of relevant work experience (preferably in the private markets industry) in business development, consulting, sales & marketing, relationship management.
- Previous experience within the fund selection and institutional sales departments in Private Banking, Wealth Management, or Private Markets is a plus.
- Demonstrated success in managing client relationships and identifying/converting new clients with a track record of fundraising success.
- Familiarity with alternatives with a focus on semi-liquid products, mutual funds, and closed-ended products would be a distinct advantage.
- Proficiency in business English and German – both written and verbal; other languages such as French or Italian are beneficial.
- Proficiency in Microsoft Office, especially Excel and PowerPoint.
- Strong relationship management skills.
- Excellent interpersonal and presentation skills with the ability to effectively communicate in a polished, professional manner.
- Attention to detail, extremely organized, and committed to excellence. Able to problem-solve with a client-focused mindset.
- Responsive and willing to work to tight deadlines in a challenging environment.
What we offer
- Join a growing international team, taking care of leading global private banks as well as local financial institutions.
- Career opportunity in a global, dynamic, and client-oriented environment.
- Opportunity to deepen your knowledge with some of the world’s leading private market specialists.
- Growth-oriented entrepreneurial culture with significant development opportunities.
- International working environment.
- Competitive salary and benefits.
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 at HR@partnersgroup.com.
www.partnersgroup.com
#J-18808-Ljbffr-
Senior Client Relationship Support Professional
Vor 3 Tagen
Baar, Schweiz Partners Group VollzeitSelect how often (in days) to receive an alert:Senior Client Relationship Support Professional - Private Wealth EuropeLocation: Baar, CHWe are one of the largest global private markets investment managers, serving over 800 institutional investors worldwide. We have USD 149.2 billion in assets under management and more than 1800 professionals across 20...
-
Intern Client Solutions Switzerland
Vor 7 Tagen
Baar, Schweiz Partners Group VollzeitWe are one of the largest global private markets investment managers, serving over 800 institutional investors worldwide. We have USD 149.2 billion in assets under management and more than 1800 professionals across 20 offices worldwide. Partners Group is an equal opportunity employer committed to cultural diversity.What it's aboutIn this position, you will...
-
Junior Wealth Servicing Analyst
Vor 4 Tagen
Baar, Schweiz ALTOO AG VollzeitAltoo was founded in 2017 with the mission to create “Simplicity for Complex Wealth.”The Altoo Wealth Platform consolidates all assets held with banks and combines them with non-bankable assets such as real estate, private equity, or an art collection, empowering wealthy private individuals to keep track and control over their total wealth in a simple...
-
Marketing Leader Private Credit Europe/Asia
Vor 5 Tagen
Baar, Schweiz Partners Group VollzeitSelect how often (in days) to receive an alert:Marketing Leader Private Credit Europe/AsiaLocation:Baar, CH Singapore, SGWe are one of the largest global private markets investment managers, serving over 800 institutional investors worldwide. We have USD 149.2 billion in assets under management and more than 1800 professionals across 20 offices worldwide....
-
Enterprise Account Manager
vor 3 Stunden
Baar, Schweiz Veeam Software VollzeitAs the Enterprise Account Manager you will be responsible for developing/closing business with accounts and working with channels to leverage our business within the enterprise sector in Switzerland. **Responsibilities** - Developing and closing business with named major accounts in this geographic region - Leverage Business generated by Partners with End...
-
Leading Trust Officer for Wealth Management
Vor 5 Tagen
Baar, Zug, Schweiz Lexius Search VollzeitAs a dedicated member of our team at Lexius Search, you will play a crucial role in the effective administration of trusts and companies. With your expertise, you will oversee a number of entities on behalf of clients.We are seeking a highly motivated Trust Officer to strengthen our Trustee team. The ideal candidate will have a sound knowledge of fundamental...
-
Baar, Schweiz Partners Group VollzeitIntern - Client Solutions Team - Germany/AustriaLocation: Baar, CHWe are one of the largest global private markets investment managers, serving over 800 institutional investors worldwide. We have USD 149.2 billion in assets under management and more than 1800 professionals across 20 offices worldwide. Partners Group is an equal opportunity employer committed...
-
Investment Fund Lawyer
vor 1 Woche
Baar, Schweiz Partners Group VollzeitSelect how often (in days) to receive an alert:We are one of the largest global private markets investment managers, serving over 800 institutional investors worldwide. We have USD 149.2 billion in assets under management and more than 1800 professionals across 20 offices worldwide. Partners Group is an equal opportunity employer committed to cultural...
-
Baar, Schweiz Partners Group VollzeitWhat it's aboutWe are seeking a 6-month intern to join our growing Institutional Client Team covering Germany and Austria, with an expected start date as soon as possible. In this position, you will have the opportunity to make a significant impact by supporting client acquisition and maintenance efforts across the team and the firm.In your role, your...
-
Head of Sales
Vor 4 Tagen
Baar, Schweiz ALTOO AG VollzeitAltoo was founded in 2017 with the mission to create ‘simplicity for complex wealth.’The Altoo Wealth Platform consolidates all assets held with banks and combines them with non-bankable assets such as real estate, private equity, or an art collection, empowering wealthy private individuals to keep track and control over their total wealth in a simple...
-
Overseas Nanny
Vor 3 Tagen
Baar, Schweiz Eden Private Staff Vollzeit**Job Summary**: Eden are delighted to be working with this lovely Family again, Eden placed their last two nannies. Both children are in school, and they live in the countryside close to Zurich. A driver is required as the children do have lots of after school activities. The parents both work and do have to travel for their jobs, proxy parenting will be...
-
(Junior) Accountant
Vor 6 Tagen
Baar, Schweiz Candoria Holding AG Vollzeit**“(JUNIOR) ACCOUNTANT / FINANCE PROFESSIONAL” - International / Pharmaceutical Industry** We are looking for a motivated (junior) Accountant / Finance Professional for our client, a small Holding Company based in Baar (ZG) within a multinational Group in the pharmaceutical industry. This Group operates mainly in the Latin American markets. For this...
-
German Language Teacher in Baar, Switzerland
Vor 2 Tagen
Baar, Schweiz Global LT VollzeitJoin the Global LT community and help provide language lessons to business professionals and their families worldwide. We are currently looking for **German Language Teachers **to provide in-person customized lessons to our clients in **Baar** Job Information: - Individual and group classes are possible - Classes may focus on general, daily communication...
-
Manager, Enterprise Sales
Vor 7 Tagen
Baar, Schweiz Veeam Software VollzeitThe Enterprise Sales Manager is responsible for setting the strategy of penetrating Swiss based Enterprises, coordinating action plans, leading three Enterprise Account Managers for Switzerland, providing tools, behaviors and experience necessary for them to develop at fast-pace Enterprise revenues. The role holder will be directly accountable for the...
-
Baar, Schweiz TN Switzerland VollzeitSocial network you want to login/join with:Sr. Manager, Supplier Relationship Management – Sourced Materials, BaarClient: BiogenLocation: Baar, SwitzerlandJob Category: Customer ServiceJob Reference: 461ba790a127Job Views: 10Posted: 21.01.2025Expiry Date: 07.03.2025Job Description:About This RoleAs the Sr. Manager, SRM (Supplier Performance and Innovation...
-
Fiduciary Professional with Federal Certificate
Vor 2 Tagen
Baar, Schweiz Bolder Group VollzeitLocation: Baar, SwitzerlandWorkload: 80-100%Company: Athos Trustees (Switzerland) AGAbout Us:Athos Trustees (Switzerland) AG is a premier international trust boutique, specializing in the administration of trusts and companies. As a proud member of the Bolder Group, we offer a dynamic environment where your expertise can make a global impact.Your Role:As a...
-
Fund Financing Professional
Vor 4 Tagen
Baar, Schweiz Partners Group VollzeitWe are one of the largest global private markets investment managers, serving over 800 institutional investors worldwide. We have USD 149.2 billion in assets under management and more than 1800 professionals across 20 offices worldwide. Partners Group is an equal opportunity employer committed to cultural diversity.What it's aboutAs a Fund Financing...
-
Key Account Manager Online Channel Switzerland
Vor 5 Tagen
Baar, Schweiz Haier Switzerland AG VollzeitWhat you will do:Responsible for our online accounts in Switzerland; Galaxus, Brack.ch, MediaMarktCustomer relationship managementResponsible for delivering sales, margin and profitabilityManagement of the online sales monitoring systemDevelopment of countermeasures if targets are not achievedDevelopment of the online customer care strategyDelivery of stock...
-
Private Credit Content Expert
Vor 4 Tagen
Baar, Schweiz Partners Group VollzeitSelect how often (in days) to receive an alert:Private Credit Content Expert (Senior Analyst)Location: Baar, CHWe are one of the largest global private markets investment managers, serving over 800 institutional investors worldwide. We have USD 149.2 billion in assets under management and more than 1800 professionals across 20 offices worldwide. Partners...
-
Regional Head of Investment Tax
vor 3 Stunden
Baar, Schweiz Partners Group Vollzeit**What it's about** Partners Group is looking for an experienced senior tax leader that will lead a highly dynamic team of investment tax professionals and will be responsible for all our private market investment tax matters (transactions, clients and products) in Europe and APAC. The role will involve working with internal and external stakeholders and...