Client Relationship Professional Private Wealth for Switzerland
Vor 2 Tagen
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. The solutions the firm manages for Private Wealth clients and counterparties range from open-ended evergreen funds where clients benefit from a predefined level of liquidity, to traditional closed ended funds as well as customized solutions.
What it's about
In this position you will be part of the Private Wealth Client Solutions team in the Partners Group headquarter 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 Map out investor landscape, plan and undertake 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 Understand key competitors' offerings and know 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. Be involved front to back in the client journey from client contract negotiations, client onboarding, including CDD and KYC, and relationship management .newspaper { h1 { font-size: 250%; font-family: Lato;} h2 { font-size: 200%;} p { font-size: 100%;} What we expectThe 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 someone who possesses strong networking & organization 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 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 environmentWhat 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 .
-
Zug, Schweiz TN Switzerland VollzeitSocial network you want to login/join with:Client:Partners GroupLocation:Job Category:Customer ServiceJob Reference:9023c7b57ab5Job Views:9Posted:21.01.2025Expiry Date:07.03.2025Job Description: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...
-
Zug, Schweiz Partners Group Vollzeit**What it's about** 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...
-
Client Advisor Private Wealth
Vor 6 Tagen
Zug, Schweiz Brandt & Partner GmbH VollzeitUnser 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...
-
Zug, Schweiz TN Switzerland VollzeitClient:Partners GroupLocation:ZugJob Category:OtherJob Reference:a486097f4346Job Views:10Posted:24.01.2025Job Description:What it's aboutContent 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...
-
Content Marketing Expert Private Wealth
Vor 3 Tagen
Zug, Schweiz Partners Group VollzeitWhat 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 relationship...
-
Support Professional
Vor 6 Tagen
Zug, Schweiz Partners Group VollzeitPartners 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...
-
Structuring Professional
Vor 3 Tagen
Zug, Schweiz Partners Group Vollzeit**What it's about** For this position, we are looking for an investment fund lawyer in our London, UK, Luxembourg or Zug, Switzerland office focusing on semi-liquid, evergreen products with a focus on private markets investments. Partners Group’s structuring team is responsible for developing innovative investment fund structures for institutional and...
-
Relationship Manager
Vor 2 Tagen
Zug, Schweiz SEBA Bank VollzeitRelationship Manager Apply now Situated in the heart of Zug in Switzerland, which is globally recognized as the Crypto Valley and the home of multifold reputable crypto and blockchain organizations, we have established our headquarter operations. AMINA represents a new digital finance offering, which is committed to security, transparency and...
-
Client Advisor
Vor 4 Tagen
Zug, Schweiz Mevelin AG VollzeitFor our client, an innovative Asset Management Company based in the canton Zug, we are looking for an experienced Client Advisor (m/f/d) 100% The company provides tailored, data-driven investment strategies focused on wealth preservation, growth, and personalized portfolio construction. We are looking for a candidate who excels at building strong client...
-
Wealth Advisor Assistant
Vor 5 Tagen
Zug, Schweiz Lionstep VollzeitFür unseren Kunden **Zürcher Kantonalbank** suchen wir per sofort**:Wealth Advisor Assistant**. **Job-Zusammenfassung** Deine Leidenschaft ist der Kundenkontakt und Du bist motiviert, Dich für ein begeisterndes und erstklassiges Kundenerlebnis einzusetzen? Dann aufgepasst! Als Recruiting-Partner von Zürcher Kantonalbank suchen wir genau Dich als...
-
Relationship Manager, Zug
Vor 2 Tagen
Zug, Schweiz TN Switzerland VollzeitSituated in the heart of Zug in Switzerland, which is globally recognized as the Crypto Valley and the home of multifold reputable crypto and blockchain organizations, we have established our headquarter operations. AMINA represents a new digital finance offering, which is committed to security, transparency and performance. Our talented teams build the...
-
Support Professional
vor 1 Woche
Zug, Schweiz Partners Group Vollzeit**What it's about** In this position, you will be part of the Client Solutions Private Wealth team supporting the distribution business spanning across Europe and Asia. Amid strong growth in this client segment, the team in Zug (CH) is expanding and looking for support in client acquisition and maintenance. Your key responsibilities will include: -...
-
Paralegal (Product Structuring), Zug
Vor 2 Tagen
Zug, Schweiz TN Switzerland VollzeitThe 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 (ELITIFs, UCITs Part...
-
Support Professional
vor 2 Wochen
Zug, Schweiz Partners Group Vollzeit**What it's about** Partners Group is seeking an Infrastructure Business Development Specialist to support EMEA infrastructure fundraising. This role will be based in Zug, Switzerland or London, UK. In this position, you will focus on the following: - Investor Management: Establish an Investor Relationship Management program based on mapping results and...
-
Structuring Professional
Vor 2 Tagen
Zug, Schweiz Partners Group VollzeitWhat it's about For this position, we are looking for an investment funds lawyer in our Zug office focusing on commingled fund structures and separate accounts. Partners Group’s structuring team is responsible for developing innovative investment fund structures for institutional and private investors globally. Structuring professionals regularly interact...
-
Client Relationship Manager
vor 2 Wochen
Zug, Schweiz VertexA AG Vollzeit**Role description** - Support for Head of Client coverage in daily business - Direct customer support and processing of customer requests - Preparation and follow-up for client meetings - Responsible for executions and monitoring of various client orders (stock exchange orders, payments, clarifications, etc.) - Documentation of KYC and other legal...
-
Client Advisor Uhnw Wm Central Switzerland
Vor 3 Tagen
Zug, Schweiz UBS VollzeitSchweiz - Zentralschweiz - Kundenberatung / Relationship Management - Global Wealth Management **Automatischer Stellencode** - 277888BR **Stadt** - Zug **Job-Typ** - Vollzeit, Teilzeit **Die Rolle** - «Superior investment advice and solutions for your wealth" ist die Ambition für unsere Kunden im Segment Ultra High Net Worth Schweiz. Laufen Sie zur...
-
Zug, Schweiz TN Switzerland VollzeitSocial network you want to login/join with:Assistant - Privat Equity Health & Life Team (Maternity Cover - Zug, Switzerland or London)Client: Partners GroupLocation: ZugJob Reference: d9bd4ba7d70aJob Views: 9Posted: 21.01.2025Expiry Date: 07.03.2025Job Description:What it's aboutWe are seeking an Assistant to provide essential support to the Partners Group...
-
Paralegal (Product Structuring)
Vor 3 Tagen
Zug, Schweiz Partners Group VollzeitWhat 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...
-
4-6-month internship
Vor 2 Tagen
Zug, Schweiz TN Switzerland VollzeitClient: Partners GroupLocation:Job Category: OtherJob Reference: 299137ee4ec2Job Views: 10Posted: 21.01.2025Expiry Date: 07.03.2025Job Description:What it's aboutThe Private Equity Internship is an opportunity for a young professional with top credentials to launch into a career with a world-leading Private Equity buy-out manager and join their investment...
