Die KI-Suchmaschine für Jobs
Senior Private Assets Client Services Specialist(m/w/x)
Beschreibung
In this role, you will focus on promoting private asset solutions to clients, collaborating with bankers and portfolio managers, and ensuring effective marketing and distribution strategies. Your expertise will help shape investment views and drive successful client interactions.
Lass KI die perfekten Jobs für dich finden!
Lade deinen CV hoch und die Nejo-KI findet passende Stellenangebote für dich.
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
Berufserfahrung
8 Jahre
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
Sprachen
Deutsch – Grundkenntnisse
Englisch – fließend
- Banque Lombard Odier & Cie SAVollzeitnur vor OrtSeniorGenf
- 0877 Deutsche Bank (Suisse) SA
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Investment Advisor(m/w/x)
Vollzeitnur vor OrtManagementGenf - Lombard Odier
Private Banking Assistant - New Market(m/w/x)
Vollzeitnur vor OrtSeniorGenf
Senior Private Assets Client Services Specialist(m/w/x)
Die KI-Suchmaschine für Jobs
Beschreibung
In this role, you will focus on promoting private asset solutions to clients, collaborating with bankers and portfolio managers, and ensuring effective marketing and distribution strategies. Your expertise will help shape investment views and drive successful client interactions.
Lass KI die perfekten Jobs für dich finden!
Lade deinen CV hoch und die Nejo-KI findet passende Stellenangebote für dich.
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
Berufserfahrung
8 Jahre
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
Sprachen
Deutsch – Grundkenntnisse
Englisch – fließend
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.
- Banque Lombard Odier & Cie SA
Private Banking Assistant(m/w/x)
Vollzeitnur vor OrtSeniorGenf - 0877 Deutsche Bank (Suisse) SA
Client Implementation Specialist(m/w/x)
Vollzeitnur vor OrtSeniorGenf - Deutsche Bank (Suisse) SA
Documentation Specialist(m/w/x)
Vollzeitnur vor OrtSeniorGenf - 9705 Barclays Bank SA/UAE
Investment Advisor(m/w/x)
Vollzeitnur vor OrtManagementGenf - Lombard Odier
Private Banking Assistant - New Market(m/w/x)
Vollzeitnur vor OrtSeniorGenf