Partners Group AG
Client Solutions Professional(m/w/x)
Vollzeitnur vor OrtBerufserfahren
Baar
Neuer Job?Nejo!
Dein persönlicher KI-Karriere-Agent
PAPartners Group AG
Client Solutions Professional, Private Wealth(m/w/x)
Baar
VollzeitVor OrtBerufserfahren
Nejo KI-Zusammenfassung
Preparing investment proposals and client presentations for global institutional investors. 1-2 years of financial services experience in sales or investor relations required. Performance bonuses and daily lunch allowance.
Anforderungen
- In-depth understanding of financial services industry (private wealth, private markets, asset/fund management, investment banking/strategy consulting) with focus on European markets
- Undergraduate University Degree
- Fluency in English and Spanish (written and spoken)
- German language skills (strong plus)
- 1-2 years experience in sales, investor relations, private banking, wealth management, asset management, private equity, strategy consulting, or investment banking
- Comfortable communicating with teams and stakeholders
- Strong ownership and project management skills
- Ability to manage multiple processes simultaneously
- Excellent analytical skills
- Excellent interpersonal skills
- Excellent presentation skills
- Strong desire to learn and succeed
- Proactive, hands-on approach
- Exceptional attention to detail
- Strong problem-solving skills
- Client-focused mindset
- Ability to meet tight deadlines
- Ability to work in a fast-paced environment
- Proficiency in Microsoft Office (Excel, PowerPoint)
- Knowledge of private markets (advantage)
Aufgaben
- Support front marketers and mandate specialists in client meetings
- Prepare high-quality marketing presentations and investment proposals
- Coordinate internal teams for client due diligence sessions
- Create tailored responses to client requests and queries
- Provide performance updates to clients
- Act as first point of contact for product and mandate clients
- Coordinate with internal teams and specialists
- Manage internal approval processes
- Contribute to requests for proposals (RFPs)
- Support client onboarding by liaising with stakeholders
- Assist in new business development projects
- Contribute to strategic planning and product development
- Support marketing initiatives
- Develop expertise in private markets and Partners Group’s platform
- Understand investment strategies across asset classes
Berufserfahrung
- 1 - 2 Jahre
Ausbildung
- Bachelor-Abschluss
Sprachen
- Englisch – fließend
- Spanisch – fließend
- Deutsch – Grundkenntnisse
Tools & Technologien
- Microsoft Office
- Excel
- PowerPoint
Benefits
Boni & Prämien
- Performance-based bonuses
Gratis oder Vergünstigte Mahlzeiten
- Daily lunch allowance
- Diverse on-site dining
Lockere Unternehmenskultur
- Global professional environment
- International exposure
- Collaborative culture
Weiterbildungsangebote
- Learning opportunities
- Hands-on training
- PG Academy learning platform
Abwechslungsreiche Aufgaben
- Challenging opportunities
Mentoring & Coaching
- Dedicated mentorship programs
Modernes Büro
- State-of-the-art building
Gesundheits- & Fitnessangebote
- Complimentary gym access
- Fitness classes
Team Events & Ausflüge
- Office events
- Team activities
Gemeinnützige Ausrichtung
- Volunteer opportunities
Workation & Sabbatical
- Sabbatical program (one month after five years)
Die Originalanzeige dieses Stellenangebotes in der aktuellsten Version findest du hier. Nejo hat diesen Job automatisch von der Website des Unternehmens Partners Group AG erfasst und die Informationen auf Nejo mit Hilfe von KI für dich aufbereitet. Trotz sorgfältiger Analyse können einzelne Informationen unvollständig oder ungenau sein. Bitte prüfe immer alle Angaben in der Originalanzeige! Inhalte und Urheberrechte der Originalanzeige liegen beim ausschreibenden Unternehmen.
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PAPartners Group AG
Client Solutions Professional, Private Wealth(m/w/x)
Baar
VollzeitVor OrtBerufserfahren
Nejo KI-Zusammenfassung
Preparing investment proposals and client presentations for global institutional investors. 1-2 years of financial services experience in sales or investor relations required. Performance bonuses and daily lunch allowance.
Anforderungen
- In-depth understanding of financial services industry (private wealth, private markets, asset/fund management, investment banking/strategy consulting) with focus on European markets
- Undergraduate University Degree
- Fluency in English and Spanish (written and spoken)
- German language skills (strong plus)
- 1-2 years experience in sales, investor relations, private banking, wealth management, asset management, private equity, strategy consulting, or investment banking
- Comfortable communicating with teams and stakeholders
- Strong ownership and project management skills
- Ability to manage multiple processes simultaneously
- Excellent analytical skills
- Excellent interpersonal skills
- Excellent presentation skills
- Strong desire to learn and succeed
- Proactive, hands-on approach
- Exceptional attention to detail
- Strong problem-solving skills
- Client-focused mindset
- Ability to meet tight deadlines
- Ability to work in a fast-paced environment
- Proficiency in Microsoft Office (Excel, PowerPoint)
- Knowledge of private markets (advantage)
Aufgaben
- Support front marketers and mandate specialists in client meetings
- Prepare high-quality marketing presentations and investment proposals
- Coordinate internal teams for client due diligence sessions
- Create tailored responses to client requests and queries
- Provide performance updates to clients
- Act as first point of contact for product and mandate clients
- Coordinate with internal teams and specialists
- Manage internal approval processes
- Contribute to requests for proposals (RFPs)
- Support client onboarding by liaising with stakeholders
- Assist in new business development projects
- Contribute to strategic planning and product development
- Support marketing initiatives
- Develop expertise in private markets and Partners Group’s platform
- Understand investment strategies across asset classes
Berufserfahrung
- 1 - 2 Jahre
Ausbildung
- Bachelor-Abschluss
Sprachen
- Englisch – fließend
- Spanisch – fließend
- Deutsch – Grundkenntnisse
Tools & Technologien
- Microsoft Office
- Excel
- PowerPoint
Benefits
Boni & Prämien
- Performance-based bonuses
Gratis oder Vergünstigte Mahlzeiten
- Daily lunch allowance
- Diverse on-site dining
Lockere Unternehmenskultur
- Global professional environment
- International exposure
- Collaborative culture
Weiterbildungsangebote
- Learning opportunities
- Hands-on training
- PG Academy learning platform
Abwechslungsreiche Aufgaben
- Challenging opportunities
Mentoring & Coaching
- Dedicated mentorship programs
Modernes Büro
- State-of-the-art building
Gesundheits- & Fitnessangebote
- Complimentary gym access
- Fitness classes
Team Events & Ausflüge
- Office events
- Team activities
Gemeinnützige Ausrichtung
- Volunteer opportunities
Workation & Sabbatical
- Sabbatical program (one month after five years)
Die Originalanzeige dieses Stellenangebotes in der aktuellsten Version findest du hier. Nejo hat diesen Job automatisch von der Website des Unternehmens Partners Group AG erfasst und die Informationen auf Nejo mit Hilfe von KI für dich aufbereitet. Trotz sorgfältiger Analyse können einzelne Informationen unvollständig oder ungenau sein. Bitte prüfe immer alle Angaben in der Originalanzeige! Inhalte und Urheberrechte der Originalanzeige liegen beim ausschreibenden Unternehmen.
Über das Unternehmen
Partners Group AG
Branche
FinancialServices
Beschreibung
The company is one of the largest global private markets investment managers, serving over 800 institutional investors worldwide.
Noch nicht perfekt?
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GPS Associate: Wealth Planning Associate(m/w/x)
Vollzeitnur vor OrtBerufserfahrenZürich - Julius Baer
GPS Associate Programme: Wealth Planning Europe(m/w/x)
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