Senior Client Relationship Support Professional - Private Wealth Europe für Partners Group AG in Baar - letempsemploi.ch
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Type d'emploi
10-100%
Temps de travail
Position

      09/01/2025

      Senior Client Relationship Support Professional - Private Wealth Europe

      • Baar
      • Emploi permanent 100%

      • Favori
      • imprimer
       

      Partners Group AG

      Services de candidature

      Partners Group AG

      Senior Client Relationship Support Professional - Private Wealth Europe

      Selection Process

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      • We are one of the largest global private markets investment managers, serving over 800 institutional investors worldwide. We have USD x-tinymce/html 149.2 billion in assets under management and more than 1800 professionals across 20 offices worldwide. Partners Group is an equal opportunity employer committed to cultural diversity
      • 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 partners across Europe, Asia and the US. With over USD 35 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
      • In this position, you will be part of the Client Solutions Private Wealth Team. Amid strong growth in this client segment, the team in Zug (CH) is expanding and looking for a senior support professional for client acquisition and maintenance
      • As a wholesale support professional your key responsibilities will include:
      • Supporting client relationship managers with strategic distribution projects across open-ended and closed-ended funds as well as in day-to-day tasks
      • Creating tailored, persuasive, and high-quality marketing materials and responses to client requests, assisting with queries, and performance updates
      • Strong operational background preferred with knowledge on funds settlement, order routing, CDD process
      • Become a point of contact for internal and external stakeholders such as service providers requiring strong collaboration with Partners Group internal teams
      • Developing and implementing strategies to increase engagement with clients and prospects and maintain trackable performance indicators for the sales team
      • Supporting the private wealth team co-heads with strategic initiatives and governance topics
      • Become an expert in private markets and Partners Group's platform, products and investment strategies across asset classes
      • Build professional and technical knowledge to streamline and accelerate workflows

      What we expect

      • The successful candidate will have an in-depth understanding of the financial services industry, ideally paired with professional experience in communication or marketing
      • At least 5 years of relevant working experience
      • Ideally experience in consulting, sales, process management, or investment banking
      • Strong project management skills and ability to drive different processes at the same time
      • Excellent analytical and interpersonal skills and a strong desire to learn and succeed
      • Ability to problem solve with a client-focused mindset within challenging deadlines
      • Ability to take ownership and responsibility
      • Proven design skills and visual flair
      • Excellent skills in both spoken and written English, other languages are an advantage
      • Exceptional attention to detail
      • Proficiency in Microsoft Office, especially Excel and Powerpoint
      • Knowledge of private markets & settlement processes, as well as data analytics is an advantage

      What we offer

      • Partners Group is a global financial institution that retains the culture, pace and agility of a start-up. As a growing firm, we are committed to attracting, developing and retaining the very best talent, by offering a workplace where results are truly recognized and rewarded. We offer a fantastic opportunity for you to grow:
      • Professional, international working environment
      • Challenging, rewarding career within a growing company
      • Collaborative environment, with on-the-job training and mentorship opportunities
      • One-month sabbatical after every five years of service
      • Education assistance program
      • Fun office and team events, including volunteer opportunities to connect with and help our local communities

      Please be aware, fraudsters may pose as Partners Group recruiters. All g

      Investment Banking, Social Media, Finance, Marketing

      Lieu de travail: Baar

      Services de candidature