20 beste Stellen als wealth solution in zürich, zh – aktuell auf Personalsuche

Client Solutions Professional, Private Wealth (Europe)
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JPMorganChase —Zürich, ZH
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Infront Financial Technology GmbH —Zürich, ZH
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Julius Baer —Zürich, ZH
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AMINA Group —Zug, ZG
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Julius Baer —Zürich, ZH
- Management-Erfahrung
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Client Solutions Professional, Private Wealth (Europe)

Partners Group -
Baar, ZG

Jetzt bewerben

Details zur Stelle

Leistungen

Hauseigenes Fitnesscenter
Sabbatical

Qualifikationen

Microsoft Powerpoint
Spanisch
Microsoft Excel
Englisch
Microsoft Office
Projektmanagement
Bachelor
Marketing
Deutsch

Vollständige Stellenbeschreibung

What it's about

In this position, you are an integral part of Partners Group's high-performing fundraising team covering Private Wealth clients across Europe, supporting the achievement of overall fundraising targets. Particular focus will be on Partners Group's key client offerings and bespoke mandate solutions, which are tailored to clients’ needs and require close and proactive coverage.

We are looking for a team player to help further expand our Private Wealth footprint across Europe.

In your role, your primary tasks will include:

Independently supporting front marketers and mandate specialists in preparing for client meetings and due diligence sessions, including compiling high-quality, tailored marketing presentations and investment proposals, as well as coordinating internal teams
Creating tailored, persuasive, and high-quality responses to client requests, assisting with queries and performance updates
Acting as a first point of contact for product and mandate clients by coordinating and liaising with various teams and specialists within the firm (including coordination of internal approval processes)
Providing well-structured and compelling input to requests for proposals (RFPs)
Supporting the onboarding process for clients by liaising with both internal and external stakeholders
Assisting on projects related to new business development, strategic planning, product development, and other marketing initiatives
Developing deep expertise in private markets and Partners Group’s platform, products, separately managed accounts, and investment strategies across asset classes

What we expect

The successful candidate will have an in-depth understanding of the financial services industry, ideally within private wealth, private markets, asset/fund management, or investment banking/strategy consulting, with a focus on European markets.

Key attributes will include:

Undergraduate University Degree
Fluent English, both written and spoken, is mandatory. Additional languages are a strong advantage, particularly Spanish and German.
1 to 4 years of experience in (institutional) sales, investor relations, private banking, wealth management, asset management, private equity, strategy consulting, or investment banking
Confident and comfortable communicating with teams and stakeholders across all seniority levels
Strong sense of ownership with solid project management skills and the ability to manage multiple processes simultaneously
Excellent analytical, interpersonal, and presentation skills, with a strong desire to learn and succeed
Proactive, hands-on approach
Exceptional attention to detail
Strong problem-solving skills with a client-focused mindset and ability to meet tight deadlines in a fast-paced environment
Proficiency in Microsoft Office, especially Excel and PowerPoint
Knowledge of private markets 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:

Competitive compensation, including performance-based bonuses, along with a daily lunch allowance
Global professional environment with international exposure, collaborative culture, and opportunities to learn the business from industry leaders and seasoned professionals
Comprehensive career development through challenging opportunities, hands-on training, dedicated mentorship programs, and our PG Academy learning platform for continuous growth
Premium facilities including a state-of-the-art building, diverse on-site dining options, and complimentary gym access with fitness classes
Community engagement through office events, team activities, and volunteer opportunities to connect with local communities
Sabbatical program — one month off after every five years of service to recharge and explore

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 [email protected]

Jetzt bewerben

Erweiterte Suche

wealth solution Jobs in zürich, zh

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Junior Financial Planner 100% (f/m/d)

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Ich möchte aktuelle Job-E-Mails für Stellen als wealth solution in zürich, zh erhalten

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