Client Relationship Professional, Private Wealth

Unser Kunde, eine renommierte und wegweisende Bank in der Innerschweiz, sucht einen erstklassigen Kundenberater Private Wealth, der sich leidenschaftlich für die individuellen Finanzbedürfnisse anspruchsvoller Kunden einsetzt. Aufgaben Als Kundenberater Private Wealth sind Sie verantwortlich für die Betreuung und Beratung einer exklusiven Klientel...

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...

**What it's about** In this position, you will be part of the growing institutional client team covering Switzerland and will make an impact by supporting client acquisition and maintenance across the team and firm. In your role, your primary tasks will include: - Support client relationship managers with the preparation for client meetings and due...

**What it's about** The Private Wealth Structuring team is responsible for designing and scaling Partners Group’s Private Wealth platform. It develops innovative investment structures and funds for institutional and private investors globally. Representative projects include the establishment and maintenance of closed and open-ended investment vehicles...

**What it's about** **In this position, you will be part of the growing institutional client team covering Switzerland and will make an impact by supporting client acquisition and maintenance across the team and firm.** In your role, your primary tasks will include: - Independently support client relationship managers with the preparation for client...

The Empira Group is an investment house with high real estate expertise in German-speaking Europe and the United States. With a proactive and results-oriented team of real estate experts, our constant goal is to create sustainable value for our institutional investors with innovative investment solutions. In order to further secure our growth strategy, we...

Schweiz - Zentralschweiz Kundenberatung / Relationship Management Global Wealth Management **Automatischer Stellencode** 248900BR **Stadt** Zug **Job-Typ** Vollzeit, Teilzeit **Ihre Rolle** Sind Sie ein Experte/eine Expertin in den Bereichen Vorsorge und Finanzplanung? Liegt es Ihnen, in persönlichem Kundenkontakt anspruchsvolle Kundensituationen...

**What it's about** In this position you are an integral part of Partners Group's high-performing fundraising team covering Germany and Austria (one of the firm's largest fundraising markets) with a special focus on covering mandate clients. One of Partners Group's key client offerings are bespoke solutions which offer clients a tailor made relationship...

**What it's about** We are consolidating our marketing activities in a new business within the Client Solutions department. Our marketing unit will serve as the face of Partners Group to its clients, coordinating and producing all materials representing the business. By defining our marketing goals top-down, streamlining our marketing efforts and bundling...

Analyst, Product Specialist - Private EquityRole: Analyst, Product Specialist - Private EquityContract Type: Permanent (Full-time)About Capital Dynamics:Capital Dynamics is an independent global asset management firm focusing on private assets, including private equity (primaries, secondaries, and co-investments) and clean energy.Established in 1988, the...

**What it's about** We are consolidating our marketing activities in a new business within the Client Solutions department. Our marketing unit will serve as the face of Partners Group to its clients, coordinating and producing all materials representing the business. By defining our marketing goals top-down, streamlining our marketing efforts and bundling...

Analyst - Private Equity, Product SpecialistContract Type: Permanent (Full-time)About Capital Dynamics:Capital Dynamics is an independent global asset management firm focusing on private assets, including private equity (primaries, secondaries, and co-investments) and clean energy.Established in 1988, the Firm has extensive knowledge and experience...

**What it's about** Content Experts work on the whole spectrum of editorial content and other marketing collateral such as client reporting, pitchbooks, commercial sections in PPMs, investor letters, multimedia (videos, social media), product update presentations, presentations for due diligence events, DDQs and educational material for our client...

**What it's about** In this position, you will be part of the growing institutional client team covering Switzerland and will make an impact by supporting client acquisition and maintenance across the team and firm. In your role, your primary tasks will include: - Support client relationship managers with the preparation for client meetings and due...

**What it's about** Based in Partners Group's global headquarters in Zug the role has been designed to support the project-based implementation of a new Relationship Management software covering both Client & Investment Management, to fit the firm's growth aspirations and growing complexity. You will work within the project management team and be required...

We are seeking an experienced Portfolio Strategist to join our team at Mevelin AG, a leading Asset Management Company based in Zug, Switzerland.About the RoleAs a Client Advisor, you will be responsible for building and maintaining long-term relationships with clients, understanding their financial needs, and recommending tailored investment strategies...

Schweiz - Zentralschweiz - Kundenberatung / Relationship Management, Management & Business Support - Global Wealth Management **Automatischer Stellencode** - 272668BR **Stadt** - Zug **Job-Typ** - Vollzeit, Teilzeit **Die Rolle** - Sind Sie bereit, sich in einem spannenden und anspruchsvollen Umfeld zu bewegen? Behalten Sie auch in turbulenten Zeiten...

**What it's about** In this position, you will support the Client Solutions team with client acquisition and maintenance and structural projects. Your primary tasks will include: - Spearheading the data migration to our new CRM system: project management, coordination with relevant stakeholders - Auditing, preparing, and sense-checking the data for the CRM...

My client is the leading institutional technology platform for The Open Network (TON), providing custody, staking and OTC services to institutional clients. As a member of the self-regulatory organization (SRO) VQF, the company’s commitment lies in upholding the utmost standards of quality, security, and compliance. My client exclusively collaborates with...

**What it's about** In this position, you will join Partners Group’s Private Equity Directs team with responsibilities across all aspects of private equity lead investments, including sourcing, due diligence and transaction execution, ongoing monitoring and value creation and divestitures. **Your responsibilities will include**: - Proactively source...