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.

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

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