Client Relationship Manager for Private Wealth in Switzerland
vor 8 Stunden
Partners Group is 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.
About the Role
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, demanding a high degree of collaboration with the global Partners Group team.
Key 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 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.
Requirements
- An in-depth understanding of the private wealth industry and 5-8 years of experience in working with GPs and/or distribution partners.
- Strong networking and organization skills, with the ability to work well in a very entrepreneurial organization.
- A Bachelor's degree (MBA, Master's, and/or CFA preferred) with a strong academic background in finance, accounting, economics, or a relevant discipline.
- Proficiency in business English and German, both written and verbal, with other languages such as French or Italian being 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, with the ability to problem-solve with a client-focused mindset.
- Responsive and willing to work to tight deadlines in a challenging environment.
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Zug, Zug, Schweiz Partners Group VollzeitRole OverviewPartners Group is a leading innovator of client solutions for the Private Wealth segment. As a Client Relationship Professional for Private Wealth in Switzerland, you will be part of the Private Wealth Client Solutions team in the Partners Group headquarters in Zug. Your primary responsibility will be to build new and broaden existing...
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Zug, Zug, Schweiz Partners Group VollzeitJob Title: Client Relationship Professional Private Wealth for SwitzerlandPartners Group is 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....
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Zug, Zug, Schweiz Partners Group VollzeitJob Title: Client Relationship Professional Private Wealth for SwitzerlandPartners Group is 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....
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Zug, Zug, Schweiz Partners Group VollzeitAbout the RolePartners Group is a leading innovator of client solutions for the Private Wealth segment. We have been a pioneer of private markets programs with liquidity features since 2001 and have established long-term relationships with distribution partners across Europe, Asia, and the US. With over USD 30 billion in assets under management today,...
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Zug, Zug, Schweiz Partners Group VollzeitPartners Group is 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...
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