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Client Solutions Professional, Private Wealth (Europe) (Baar, CH) @ Partners Group AG

Baar, CHOnsiteFull-timePosted 18 days ago

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About this role

<p><span style="font-size:12.0pt"><span style="font-family:Arial, Helvetica, sans-serif"><strong>What it&apos;s about</strong></span></span></p><p> </p> <p>In this position, you are an integral part of Partners Group&apos;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&apos;s key client offerings and bespoke mandate solutions, which are tailored to clients’ needs and require close and proactive coverage.</p> <p>We are looking for a team player to help further expand our Private Wealth footprint across Europe.</p> <p> </p> <p><strong>In your role, your primary tasks will include:</strong></p> <p> </p> <ul> <li>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</li> <li>Creating tailored, persuasive, and high-quality responses to client requests, assisting with queries and performance updates</li> <li>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)</li> <li>Providing well-structured and compelling input to requests for proposals (RFPs)</li> <li>Supporting the onboarding process for clients by liaising with both internal and external stakeholders</li> <li>Assisting on projects related to new business development, strategic planning, product development, and other marketing initiatives</li> <li>Developing deep expertise in private markets and Partners Group’s platform, products, separately managed accounts, and investment strategies across asset classes</li> </ul> <p> </p><style type="text/css"> .newspaper { h1 { font-size: 250%; font-family: Arial, Helvetica, sans-serif; } h2 { font-size: 200%; } p { font-size: 100%; } </style> <div class="newspaper"> </div> <div class="newspaper"><span style="font-family:Arial, Helvetica, sans-serif"><span style="font-size:12.0pt"><strong>What we expect</strong></span><br><p> </p> <p>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.</p> <p> </p> <p><strong>Key attributes will include:</strong></p> <p> </p> <ul> <li>Undergraduate University Degree</li> <li>Fluent English, both written and spoken, is mandatory. Additional languages are a strong advantage, particularly Spanish and German.</li> <li>1 to 4 years of experience in (institutional) sales, investor relations, private banking, wealth management, asset management, private equity, strategy consulting, or investment banking</li> <li>Confident and comfortable communicating with teams and stakeholders across all seniority levels</li> <li>Strong sense of ownership with solid project management skills and the ability to manage multiple processes simultaneously</li> <li>Excellent analytical, interpersonal, and presentation skills, with a strong desire to learn and succeed</li> <li>Proactive, hands-on approach</li> <li>Exceptional attention to detail</li> <li>Strong problem-solving skills with a client-focused mindset and ability to meet tight deadlines in a fast-paced environment</li> <li>Proficiency in Microsoft Office, especially Excel and PowerPoint</li> <li>Knowledge of private markets is an advantage</li> </ul> <p> </p></span></div> <div class="newspaper"> </div> <div class="newspaper"><span style="font-family:Arial, Helvetica, sans-serif"><span style="font-size:12.0pt"><strong>What we offer</strong></span></span></div> <div class="newspaper"><span style="font-family:Arial, Helvetica, sans-serif"><p> </p> <p>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:</p> <ul> <li>Competitive compensation, including performance-based bonuses, along with a daily lunch allowance</li> <li>Global professional environment with international exposure, collaborative culture, and opportunities to learn the business from industry leaders and seasoned professionals</li> <li>Comprehensive career development through challenging opportunities, hands-on training, dedicated mentorship programs, and our PG Academy learning platform for continuous growth</li> <li>Premium facilities including a state-of-the-art building, diverse on-site dining options, and complimentary gym access with fitness classes</li> <li>Community engagement through office events, team activities, and volunteer opportunities to connect with local communities</li> <li>Sabbatical program — one month off after every five years of service to recharge and explore</li> </ul> <p> </p></span><br> </div> <p style="text-align:justify"><span style="font-family:Arial, Helvetica, sans-serif;font-size:12.0pt">www.partnersgroup.com</span></p> <p> </p> <p> </p> <hr> <p><span style="font-family:Arial, Helvetica, sans-serif;font-size:12.0pt">Please be aware, fraudsters may pose as Partners Group recruiters. All g<span style="color:#000000">enuine representatives can be identified by a verified sign on their LinkedIn profiles. If you suspect fraud or have doubts, contact us immediately at </span><a href="mailto:[email protected]?subject=HELP%20FRAUDULENT%20ACTIVITY"><span style="color:#000000">[email protected]</span></a></span></p> <p style="text-align:justify"> </p> <p> </p> <p> </p>

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