Partners Group AG
Client Solutions Professional(m/w/x)
Full-timeOn-siteExperienced
Baar
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PAPartners Group AG
Client Solutions Professional, Private Wealth(m/w/x)
Baar
Full-timeOn-siteExperienced
Nejo AI Summary
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.
Requirements
- 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)
Tasks
- 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
Work Experience
- 1 - 2 years
Education
- Bachelor's degree
Languages
- English – Native
- Spanish – Native
- German – Basic
Tools & Technologies
- Microsoft Office
- Excel
- PowerPoint
Benefits
Bonuses & Incentives
- Performance-based bonuses
Free or Subsidized Food
- Daily lunch allowance
- Diverse on-site dining
Informal Culture
- Global professional environment
- International exposure
- Collaborative culture
Learning & Development
- Learning opportunities
- Hands-on training
- PG Academy learning platform
Diverse Work
- Challenging opportunities
Mentorship & Coaching
- Dedicated mentorship programs
Modern Office
- State-of-the-art building
Healthcare & Fitness
- Complimentary gym access
- Fitness classes
Team Events
- Office events
- Team activities
Social Impact
- Volunteer opportunities
Workation & Sabbatical
- Sabbatical program (one month after five years)
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.
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Full-timeOn-siteExperiencedZürich
PAPartners Group AG
Client Solutions Professional, Private Wealth(m/w/x)
Baar
Full-timeOn-siteExperienced
Nejo AI Summary
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.
Requirements
- 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)
Tasks
- 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
Work Experience
- 1 - 2 years
Education
- Bachelor's degree
Languages
- English – Native
- Spanish – Native
- German – Basic
Tools & Technologies
- Microsoft Office
- Excel
- PowerPoint
Benefits
Bonuses & Incentives
- Performance-based bonuses
Free or Subsidized Food
- Daily lunch allowance
- Diverse on-site dining
Informal Culture
- Global professional environment
- International exposure
- Collaborative culture
Learning & Development
- Learning opportunities
- Hands-on training
- PG Academy learning platform
Diverse Work
- Challenging opportunities
Mentorship & Coaching
- Dedicated mentorship programs
Modern Office
- State-of-the-art building
Healthcare & Fitness
- Complimentary gym access
- Fitness classes
Team Events
- Office events
- Team activities
Social Impact
- Volunteer opportunities
Workation & Sabbatical
- Sabbatical program (one month after five years)
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.
About the Company
Partners Group AG
Industry
FinancialServices
Description
The company is one of the largest global private markets investment managers, serving over 800 institutional investors worldwide.
Not a perfect match?
- Partners Group AG
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Full-timeInternshipOn-siteZürich - Partners Group AG
Private Equity Content Expert/Professional - Client Content Solutions(m/w/x)
Full-timeOn-siteManagementBaar - Julius Baer
GPS Associate: Wealth Planning Associate(m/w/x)
Full-timeOn-siteExperiencedZürich