Dein persönlicher KI-Karriere-Agent
Client Solutions Professional(m/w/x)
Preparing client meetings and investment proposals for global private markets investment manager. German native and excellent English skills required. Daily lunch allowance, global exposure.
Anforderungen
- In-depth understanding of financial services industry
- Undergraduate university degree
- German native language skills
- Excellent English spoken and written skills
- 1 to 2 years experience in sales, investor relations, private banking, asset management, private equity, strategy consulting or investment banking
- Comfortable communicating with all levels
- Strong project management skills
- Ability to drive 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
- Client-focused problem-solving mindset
- Willingness to work towards tight deadlines
- Ability to work in a fast-paced environment
- Proficiency in Microsoft Office
- Proficiency in Excel
- Proficiency in PowerPoint
- Knowledge of private markets is an advantage
Aufgaben
- Support front marketers and mandate specialists
- Prepare for client meetings and due diligence sessions
- Compile high-quality marketing presentations and investment proposals
- Coordinate internal teams
- Create tailored and persuasive responses to client requests
- Assist with client queries and performance updates
- Act as first point of contact for product and mandate clients
- Coordinate with various teams and specialists
- Manage veto processes for investment decisions
- Provide well-justified inputs for RFPs
- Support client onboarding
- Liaise with internal and external counterparties
- Assist with new business development projects
- Support strategic planning and product development
- Contribute to marketing initiatives
- Become an expert in private markets
- Master Partners Group's platform and products
- Understand separately managed accounts and investment strategies
Berufserfahrung
- 1 - 2 Jahre
Ausbildung
- Bachelor-Abschluss
Sprachen
- Deutsch – fließend
- Englisch – verhandlungssicher
Tools & Technologien
- Microsoft Office
- Excel
- PowerPoint
Benefits
Attraktive Vergütung
- Competitive compensation package
Boni & Prämien
- Performance-based bonuses
Gratis oder Vergünstigte Mahlzeiten
- Daily lunch allowance
- On-site restaurant
Lockere Unternehmenskultur
- Professional international working environment
- Collaborative culture
Sonstige Vorteile
- Global exposure
Abwechslungsreiche Aufgaben
- Challenging career opportunities
Karriere- und Weiterentwicklung
- Rewarding career opportunities
Weiterbildungsangebote
- Hands-on training
- PG Academy learning and development platform
Mentoring & Coaching
- Dedicated mentorship programs
Workation & Sabbatical
- One-month sabbatical after five years
Modernes Büro
- State-of-the-art building
Gesundheits- & Fitnessangebote
- Complimentary gym access
- Fitness classes
Team Events & Ausflüge
- Engaging office events
- Team activities
Gemeinnützige Ausrichtung
- Volunteer opportunities
Noch nicht perfekt?
- Partners Group AGVollzeitnur vor OrtBerufserfahrenBaar
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Customized Solutions Intern(m/w/x)
VollzeitPraktikumnur vor OrtZürich - 2050 Rothschild & Co Bank AG
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Client Associate(m/w/x)
Vollzeitnur vor OrtBerufserfahrenZürich
Client Solutions Professional(m/w/x)
Preparing client meetings and investment proposals for global private markets investment manager. German native and excellent English skills required. Daily lunch allowance, global exposure.
Anforderungen
- In-depth understanding of financial services industry
- Undergraduate university degree
- German native language skills
- Excellent English spoken and written skills
- 1 to 2 years experience in sales, investor relations, private banking, asset management, private equity, strategy consulting or investment banking
- Comfortable communicating with all levels
- Strong project management skills
- Ability to drive 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
- Client-focused problem-solving mindset
- Willingness to work towards tight deadlines
- Ability to work in a fast-paced environment
- Proficiency in Microsoft Office
- Proficiency in Excel
- Proficiency in PowerPoint
- Knowledge of private markets is an advantage
Aufgaben
- Support front marketers and mandate specialists
- Prepare for client meetings and due diligence sessions
- Compile high-quality marketing presentations and investment proposals
- Coordinate internal teams
- Create tailored and persuasive responses to client requests
- Assist with client queries and performance updates
- Act as first point of contact for product and mandate clients
- Coordinate with various teams and specialists
- Manage veto processes for investment decisions
- Provide well-justified inputs for RFPs
- Support client onboarding
- Liaise with internal and external counterparties
- Assist with new business development projects
- Support strategic planning and product development
- Contribute to marketing initiatives
- Become an expert in private markets
- Master Partners Group's platform and products
- Understand separately managed accounts and investment strategies
Berufserfahrung
- 1 - 2 Jahre
Ausbildung
- Bachelor-Abschluss
Sprachen
- Deutsch – fließend
- Englisch – verhandlungssicher
Tools & Technologien
- Microsoft Office
- Excel
- PowerPoint
Benefits
Attraktive Vergütung
- Competitive compensation package
Boni & Prämien
- Performance-based bonuses
Gratis oder Vergünstigte Mahlzeiten
- Daily lunch allowance
- On-site restaurant
Lockere Unternehmenskultur
- Professional international working environment
- Collaborative culture
Sonstige Vorteile
- Global exposure
Abwechslungsreiche Aufgaben
- Challenging career opportunities
Karriere- und Weiterentwicklung
- Rewarding career opportunities
Weiterbildungsangebote
- Hands-on training
- PG Academy learning and development platform
Mentoring & Coaching
- Dedicated mentorship programs
Workation & Sabbatical
- One-month sabbatical after five years
Modernes Büro
- State-of-the-art building
Gesundheits- & Fitnessangebote
- Complimentary gym access
- Fitness classes
Team Events & Ausflüge
- Engaging office events
- Team activities
Gemeinnützige Ausrichtung
- Volunteer opportunities
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?
- Partners Group AG
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VollzeitPraktikumnur vor OrtZürich - 2050 Rothschild & Co Bank AG
Assistant (Client Executive)(m/w/x)
Vollzeitnur vor OrtBerufserfahrenZürich - CH10 - BJB Bank Julius Baer & Co. Ltd.
GPS - Client Services Officer(m/w/x)
Vollzeitnur vor OrtSeniorZürich - BVZH Bank Vontobel AG
Client Associate(m/w/x)
Vollzeitnur vor OrtBerufserfahrenZürich