Private Wealth Business Development Professional for Switzerland

vor 1 Monat

Zug, Zug, Schweiz Partners Group Vollzeit
About Us

Partners Group is a leading innovator of client solutions for the Private Wealth segment, pioneering private markets programs with liquidity features since 2001.

We have established long-term relationships with distribution partners across Europe, Asia, and the US. With over USD 30 billion in assets under management today, we offer a wide range of vehicles that enable private investors to access private markets returns.

Your Role

In this position, you will be part of the Private Wealth Client Solutions team in our Partners Group headquarter in Zug, Switzerland.

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.

Main Responsibilities
  • 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 investor landscapes, 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
Your Profile

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 & organization skills.

  • Bachelor's degree (MBA, Master's, and/or CFA preferred) with a strong academic background in finance, accounting, economics, or a relevant discipline
  • 5-8 years of relevant work experience (preferably in 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 close-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 commitment 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
  • A competitive salary of approximately CHF 120,000 per annum, reflecting your exceptional qualifications and expertise
  • Career opportunities in a global, dynamic, and client-oriented environment
  • Professional growth and development in a company with a long history of innovation and excellence
  • An opportunity to deepen your knowledge with some of the world's leading private market specialists
  • Growth-oriented entrepreneurial culture with significant development opportunities

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