Dein persönlicher KI-Karriere-Agent
Senior Private Assets Client Services Specialist(m/w/x)
Driving private asset distribution and training for private bankers at a global wealth manager. 8+ years in private equity sales or investments required. Focus on sustainable investing strategies.
Anforderungen
- More than 8 years of relevant work experience in private equity sales or investments
- Understanding of private banking environment, products, technology, and financial instruments
- Proven self-starter with ability to operate independently
- Ability to prioritise in a fast-moving, high-pressure environment
- High degree of business and commercial awareness
- Strong sales skills
- Good team player with strong willingness to contribute
- Fluency in English; German would be a plus
- Excellent communication, networking, and presentation skills
- Willingness to travel
Aufgaben
- Drive distribution of private assets
- Participate in client meetings with private bankers and portfolio managers
- Act as asset class specialist in collaboration with the Private Assets team
- Ensure representation of private assets in investment views and strategies
- Train private bankers and investment specialists on private assets
- Create effective marketing materials
- Design distribution roadmaps and identify legal structures
- Understand regulatory distribution requirements and tax implications
- Define operational processes for successful delivery
- Review risks and issues impacting delivery
Berufserfahrung
- 8 Jahre
Ausbildung
- Bachelor-AbschlussODER
- Master-Abschluss
Sprachen
- Englisch – fließend
- Deutsch – Grundkenntnisse
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Senior Private Assets Client Services Specialist(m/w/x)
Driving private asset distribution and training for private bankers at a global wealth manager. 8+ years in private equity sales or investments required. Focus on sustainable investing strategies.
Anforderungen
- More than 8 years of relevant work experience in private equity sales or investments
- Understanding of private banking environment, products, technology, and financial instruments
- Proven self-starter with ability to operate independently
- Ability to prioritise in a fast-moving, high-pressure environment
- High degree of business and commercial awareness
- Strong sales skills
- Good team player with strong willingness to contribute
- Fluency in English; German would be a plus
- Excellent communication, networking, and presentation skills
- Willingness to travel
Aufgaben
- Drive distribution of private assets
- Participate in client meetings with private bankers and portfolio managers
- Act as asset class specialist in collaboration with the Private Assets team
- Ensure representation of private assets in investment views and strategies
- Train private bankers and investment specialists on private assets
- Create effective marketing materials
- Design distribution roadmaps and identify legal structures
- Understand regulatory distribution requirements and tax implications
- Define operational processes for successful delivery
- Review risks and issues impacting delivery
Berufserfahrung
- 8 Jahre
Ausbildung
- Bachelor-AbschlussODER
- Master-Abschluss
Sprachen
- Englisch – fließend
- Deutsch – Grundkenntnisse
Gefällt dir diese Stelle?
BetaDein Career Agent findet täglich ähnliche Jobs für dich.
Über das Unternehmen
Lombard Odier
Branche
FinancialServices
Beschreibung
The company is a renowned global wealth and asset manager focused on sustainable investing, managing close to CHF 300 billion.
Noch nicht perfekt?
- Banque Lombard Odier & Cie SA
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