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Senior Private Assets Client Services Specialist(m/w/x)
Description
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.
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Upload your CV and Nejo AI will find matching job offers for you.
Requirements
- •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
Work Experience
8 years
Tasks
- •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
Languages
German – Basic
English – Native
- Banque Lombard Odier & Cie SAFull-timeOn-siteSeniorGenf
- 0877 Deutsche Bank (Suisse) SA
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Senior Private Assets Client Services Specialist(m/w/x)
The AI Job Search Engine
Description
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.
Let AI find the perfect jobs for you!
Upload your CV and Nejo AI will find matching job offers for you.
Requirements
- •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
Work Experience
8 years
Tasks
- •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
Languages
German – Basic
English – Native
About the Company
Lombard Odier
Industry
FinancialServices
Description
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)
Full-timeOn-siteSeniorGenf - 0877 Deutsche Bank (Suisse) SA
Client Implementation Specialist(m/w/x)
Full-timeOn-siteSeniorGenf - Deutsche Bank (Suisse) SA
Documentation Specialist(m/w/x)
Full-timeOn-siteSeniorGenf - 9705 Barclays Bank SA/UAE
Investment Advisor(m/w/x)
Full-timeOn-siteManagementGenf - Lombard Odier
Private Banking Assistant - New Market(m/w/x)
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