Skip to content
New Job?Nejo!

The AI Job Search Engine

PAPartners Group AG

Client Solutions Professional(m/w/x)

Baar
Full-timeOn-siteExperienced

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.

Requirements

  • 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

Tasks

  • 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

Work Experience

1 - 2 years

Education

Bachelor's degree

Languages

GermanNativeEnglishBusiness Fluent

Tools & Technologies

Microsoft OfficeExcelPowerPoint

Benefits

Competitive Pay

  • Competitive compensation package

Bonuses & Incentives

  • Performance-based bonuses

Informal Culture

  • Professional, international work environment
  • Collaborative culture

Other Benefits

  • Global exposure

Career Advancement

  • Challenging, rewarding career opportunities

Learning & Development

  • Hands-on training
  • PG Academy
  • Learning and development platform

Mentorship & Coaching

  • Dedicated mentorship programs

Workation & Sabbatical

  • One-month sabbatical

Modern Office

  • State-of-the-art building

Free or Subsidized Food

  • Diverse dining options
  • On-site restaurant
  • Daily lunch allowance

Healthcare & Fitness

  • Complimentary gym access
  • Fitness classes

Team Events

  • Engaging office events
  • Team activities

Social Impact

  • Volunteer opportunities
Find the original job posting in its most current version here. Nejo automatically captured this job from the website of Partners Group AG and processed the information on Nejo with the help of AI for you. Despite careful analysis, some information may be incomplete or inaccurate. Please always verify all details in the original posting! Content and copyrights of the original posting belong to the advertising company.
Not a perfect match?
100+ Similar Jobs in Baar
  • ARDIAN Investment Switzerland AG

    Customized Solutions Intern(m/w/x)

    Full-timeInternshipOn-site
    Zürich
  • Partners Group AG

    Private Equity Content Expert/Professional - Client Content Solutions(m/w/x)

    Full-timeOn-siteManagement
    Baar
  • Vontobel Asset Management AG

    Client Portfolio Manager - Equities(m/w/x)

    Full-timeOn-siteSenior
    Zürich
  • CH10 - BJB Bank Julius Baer & Co. Ltd.

    GPS - Client Services Officer(m/w/x)

    Full-timeOn-siteSenior
    Zürich
  • Vontobel Asset Management

    Client Portfolio Manager - Equities(m/w/x)

    Full-timeOn-siteSenior
    Zürich
100+ View all similar jobs

Nejo is an AI – results may be incomplete or contain mistakes