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Client Solutions Professional(m/w/x)
Compiling bespoke investment proposals and marketing presentations for institutional investors. Native German language skills and 1-2 years' financial services experience required. International client base, cross-border project involvement.
Anforderungen
- In-depth understanding of financial services industry, ideally private markets, asset/fund management, investment banking, or strategy consulting
- Undergraduate university degree
- Native German language skills
- Excellent spoken and written English skills
- 1-2 years' experience in (institutional) sales, investor relations, private banking, asset management, private equity, strategy consulting, or investment banking
- Confidence and comfort in communicating across all levels
- Ability to take full ownership and responsibility
- Strong project management skills
- Ability to drive different 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 ability
- Willingness to work towards tight deadlines
- Ability to work in a fast-paced environment
- Proficiency in Microsoft Office (Excel, PowerPoint)
- Advantageous knowledge of private markets
Aufgaben
- Prepare for client meetings and due diligence sessions
- Compile convincing marketing presentations
- Compile bespoke investment proposals
- Coordinate internal teams for client preparations
- Create tailored, persuasive client responses
- Assist clients with queries and performance updates
- Act as first contact for product and mandate clients
- Coordinate and liaise with internal teams
- Coordinate veto processes for investment decisions
- Provide convincing, well-justified RFP inputs
- Support client onboarding processes
- Liaise with internal and external onboarding parties
- Assist with new business development and strategic planning projects
- Support product development and marketing initiatives
- Develop expertise in private markets and Partners Group's offerings
- Master 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
Lockere Unternehmenskultur
- Professional, international work environment
- Collaborative culture
Sonstige Vorteile
- Global exposure
Karriere- und Weiterentwicklung
- Challenging, rewarding career opportunities
Weiterbildungsangebote
- Hands-on training
- PG Academy
- Learning and development platform
Mentoring & Coaching
- Dedicated mentorship programs
Workation & Sabbatical
- One-month sabbatical
Modernes Büro
- State-of-the-art building
Gratis oder Vergünstigte Mahlzeiten
- Diverse dining options
- On-site restaurant
- Daily lunch allowance
Gesundheits- & Fitnessangebote
- Complimentary gym access
- Fitness classes
Team Events & Ausflüge
- Engaging office events
- Team activities
Gemeinnützige Ausrichtung
- Volunteer opportunities
Noch nicht perfekt?
- Partners Group AGVollzeitPraktikumnur vor OrtBaar, Zug
- ARDIAN Investment Switzerland AG
Customized Solutions Intern(m/w/x)
VollzeitPraktikumnur vor OrtZürich - Partners Group AG
Private Equity Content Expert/Professional - Client Content Solutions(m/w/x)
Vollzeitnur vor OrtManagementBaar - Vontobel Asset Management AG
Client Portfolio Manager - Equities(m/w/x)
Vollzeitnur vor OrtSeniorZürich - CH10 - BJB Bank Julius Baer & Co. Ltd.
GPS - Client Services Officer(m/w/x)
Vollzeitnur vor OrtSeniorZürich
Client Solutions Professional(m/w/x)
Compiling bespoke investment proposals and marketing presentations for institutional investors. Native German language skills and 1-2 years' financial services experience required. International client base, cross-border project involvement.
Anforderungen
- In-depth understanding of financial services industry, ideally private markets, asset/fund management, investment banking, or strategy consulting
- Undergraduate university degree
- Native German language skills
- Excellent spoken and written English skills
- 1-2 years' experience in (institutional) sales, investor relations, private banking, asset management, private equity, strategy consulting, or investment banking
- Confidence and comfort in communicating across all levels
- Ability to take full ownership and responsibility
- Strong project management skills
- Ability to drive different 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 ability
- Willingness to work towards tight deadlines
- Ability to work in a fast-paced environment
- Proficiency in Microsoft Office (Excel, PowerPoint)
- Advantageous knowledge of private markets
Aufgaben
- Prepare for client meetings and due diligence sessions
- Compile convincing marketing presentations
- Compile bespoke investment proposals
- Coordinate internal teams for client preparations
- Create tailored, persuasive client responses
- Assist clients with queries and performance updates
- Act as first contact for product and mandate clients
- Coordinate and liaise with internal teams
- Coordinate veto processes for investment decisions
- Provide convincing, well-justified RFP inputs
- Support client onboarding processes
- Liaise with internal and external onboarding parties
- Assist with new business development and strategic planning projects
- Support product development and marketing initiatives
- Develop expertise in private markets and Partners Group's offerings
- Master 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
Lockere Unternehmenskultur
- Professional, international work environment
- Collaborative culture
Sonstige Vorteile
- Global exposure
Karriere- und Weiterentwicklung
- Challenging, rewarding career opportunities
Weiterbildungsangebote
- Hands-on training
- PG Academy
- Learning and development platform
Mentoring & Coaching
- Dedicated mentorship programs
Workation & Sabbatical
- One-month sabbatical
Modernes Büro
- State-of-the-art building
Gratis oder Vergünstigte Mahlzeiten
- Diverse dining options
- On-site restaurant
- Daily lunch allowance
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
Intern - Client Solutions Team(m/w/x)
VollzeitPraktikumnur vor OrtBaar, Zug - ARDIAN Investment Switzerland AG
Customized Solutions Intern(m/w/x)
VollzeitPraktikumnur vor OrtZürich - Partners Group AG
Private Equity Content Expert/Professional - Client Content Solutions(m/w/x)
Vollzeitnur vor OrtManagementBaar - Vontobel Asset Management AG
Client Portfolio Manager - Equities(m/w/x)
Vollzeitnur vor OrtSeniorZürich - CH10 - BJB Bank Julius Baer & Co. Ltd.
GPS - Client Services Officer(m/w/x)
Vollzeitnur vor OrtSeniorZürich