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- Aufgaben: Support client relationship managers and create high-quality marketing materials.
- Arbeitgeber: Join Partners Group, a leading global private markets investment manager with $149.2 billion in assets.
- Mitarbeitervorteile: Enjoy a collaborative environment, mentorship, and a one-month sabbatical every five years.
- Warum dieser Job: Be part of a growing team that values innovation and offers opportunities for professional growth.
- Gewünschte Qualifikationen: 5+ years in financial services, strong project management skills, and excellent communication abilities required.
- Andere Informationen: Experience in consulting or investment banking is a plus; proficiency in Microsoft Office is essential.
Das voraussichtliche Gehalt liegt zwischen 54000 - 84000 € pro Jahr.
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Senior Client Relationship Support Professional – Private Wealth Europe
Location:
Baar, CH
We are one of the largest global private markets investment managers, serving over 800 institutional investors worldwide. We have USD 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.
What it’s about
Partners Group has been a leading innovator of client solutions for the Private Wealth segment. In this segment, Partners 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.
Key attributes will include:
- University degree
- 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
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Senior Client Relationship Support Professional - Private Wealth Europe Arbeitgeber: Partners Group
Kontaktperson:
Partners Group HR Team
StudySmarter Bewerbungstipps 🤫
So bekommst du den Job: Senior Client Relationship Support Professional - Private Wealth Europe
✨Tip Number 1
Familiarize yourself with the private wealth segment and the specific products offered by Partners Group. Understanding their unique selling points will help you engage in meaningful conversations during interviews.
✨Tip Number 2
Network with professionals in the financial services industry, especially those with experience in private markets. Attend relevant events or webinars to build connections that could provide insights or referrals.
✨Tip Number 3
Demonstrate your project management skills by preparing examples of past projects where you successfully managed multiple processes simultaneously. This will showcase your ability to handle the responsibilities of the role.
✨Tip Number 4
Stay updated on current trends in private markets and investment strategies. Being knowledgeable about the latest developments will not only impress during interviews but also show your commitment to the field.
Diese Fähigkeiten machen dich zur top Bewerber*in für die Stelle: Senior Client Relationship Support Professional - Private Wealth Europe
Tipps für deine Bewerbung 🫡
Understand the Role: Make sure to thoroughly read the job description and understand the key responsibilities and expectations for the Senior Client Relationship Support Professional position. Tailor your application to highlight relevant experiences that align with these requirements.
Highlight Relevant Experience: Emphasize your experience in the financial services industry, particularly in communication, marketing, or client relationship management. Use specific examples to demonstrate your project management skills and ability to handle multiple processes simultaneously.
Showcase Your Skills: Clearly outline your analytical and interpersonal skills in your CV and cover letter. Mention your proficiency in Microsoft Office, especially Excel and PowerPoint, as well as any knowledge of private markets and settlement processes.
Craft a Compelling Cover Letter: Write a personalized cover letter that reflects your understanding of Partners Group's values and culture. Discuss why you are passionate about the role and how you can contribute to the team’s success, particularly in enhancing client engagement and support.
Wie du dich auf ein Vorstellungsgespräch bei Partners Group vorbereitest
✨Understand the Private Wealth Segment
Make sure you have a solid grasp of the private wealth segment and how it operates. Familiarize yourself with the types of funds offered, especially open-ended and closed-ended funds, as well as the liquidity features that Partners Group provides.
✨Showcase Your Project Management Skills
Be prepared to discuss your project management experience in detail. Highlight specific examples where you've successfully driven multiple processes simultaneously, as this is crucial for the role.
✨Demonstrate Analytical and Interpersonal Skills
Prepare to showcase your analytical skills through examples of how you've solved complex problems in a client-focused manner. Additionally, be ready to discuss how you've built relationships with clients and stakeholders in previous roles.
✨Highlight Your Communication and Design Skills
Since creating tailored marketing materials is part of the job, bring examples of your previous work. Discuss your design skills and how you've effectively communicated complex information to clients in an engaging way.
