Client Solutions Specialist Private Wealth for Switzerland

Vor 6 Tagen

Zug, Zug, Schweiz Partners Group Vollzeit

Company Overview

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Partners Group is a leading innovator of client solutions for the Private Wealth segment. Since 2001, the firm has pioneered private markets programs with liquidity features and established long-term relationships with distribution partners across Europe, Asia, and the US. With over $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.

Job Description

  • You will be part of the Private Wealth Client Solutions team in the Partners Group headquarters in Zug, Switzerland.
  • Your responsibilities will include developing and managing relationships with existing and new Private Wealth partners, such as global/regional/local banks and asset managers.
  • You will also be responsible for sourcing and leading distribution projects and product initiatives, coordinating day-to-day interactions across open-ended and closed-ended funds.
  • Additionally, you will map out investor landscapes, plan, and undertake regular cold call campaigns.
  • You will understand and present the full range of Partners Group's solutions to partner organizations, including operational and regulatory features of a product/project.
  • You will support the team with strategic distribution projects across open-ended and closed-ended funds as well as in day-to-day tasks.
  • You will work closely with Partners Group's private wealth teams (portfolio solutions, structuring).
  • You will become an expert in private markets and Partners Group's platform, products, and investment strategies across asset classes.
  • You will understand key competitors' offerings and know how to best position Partners Group's solutions.
  • You will create tailored, persuasive, and high-quality marketing materials and responses to client requests, assisting with queries, and performance updates.
  • You will be involved front to back in the client journey from client contract negotiations, client onboarding, including CDD and KYC, and relationship management.

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