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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.
Requirements
- 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
Tasks
- 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
Work Experience
- 1 - 2 years
Education
- Bachelor's degree
Languages
- German – Native
- English – Business Fluent
Tools & Technologies
- Microsoft Office
- Excel
- PowerPoint
Benefits
Competitive Pay
- Competitive compensation package
Bonuses & Incentives
- Performance-based bonuses
Free or Subsidized Food
- Daily lunch allowance
- On-site restaurant
Informal Culture
- Professional international working environment
- Collaborative culture
Other Benefits
- Global exposure
Diverse Work
- Challenging career opportunities
Career Advancement
- Rewarding career opportunities
Learning & Development
- Hands-on training
- PG Academy learning and development platform
Mentorship & Coaching
- Dedicated mentorship programs
Workation & Sabbatical
- One-month sabbatical after five years
Modern Office
- State-of-the-art building
Healthcare & Fitness
- Complimentary gym access
- Fitness classes
Team Events
- Engaging office events
- Team activities
Social Impact
- Volunteer opportunities
- Home
- Jobs in Switzerland
- Client Solutions ProfessionalClient Solutions Professional at Partners Group AG
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- Home
- Jobs in Switzerland
- Client Solutions ProfessionalClient Solutions Professional at Partners Group AG
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.
Requirements
- 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
Tasks
- 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
Work Experience
- 1 - 2 years
Education
- Bachelor's degree
Languages
- German – Native
- English – Business Fluent
Tools & Technologies
- Microsoft Office
- Excel
- PowerPoint
Benefits
Competitive Pay
- Competitive compensation package
Bonuses & Incentives
- Performance-based bonuses
Free or Subsidized Food
- Daily lunch allowance
- On-site restaurant
Informal Culture
- Professional international working environment
- Collaborative culture
Other Benefits
- Global exposure
Diverse Work
- Challenging career opportunities
Career Advancement
- Rewarding career opportunities
Learning & Development
- Hands-on training
- PG Academy learning and development platform
Mentorship & Coaching
- Dedicated mentorship programs
Workation & Sabbatical
- One-month sabbatical after five years
Modern Office
- State-of-the-art building
Healthcare & Fitness
- Complimentary gym access
- Fitness classes
Team Events
- Engaging office events
- Team activities
Social Impact
- Volunteer opportunities
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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Private Equity Content Expert/Professional - Client Content Solutions(m/w/x)
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Customized Solutions Intern(m/w/x)
Full-timeInternshipOn-siteZürich - 2050 Rothschild & Co Bank AG
Assistant (Client Executive)(m/w/x)
Full-timeOn-siteExperiencedZürich