Senior Client Relationship Support Professional – Private Wealth Europe

Job title: Senior Client Relationship Support Professional – Private Wealth Europe

Company: Partners Group


Job description: What it’s aboutPartners Group has been a leading innovator of client solutions for the Private Wealth segment. In this segment Partner Group caters via wholesale/distribution sales channels to private wealth clients. The firm has been a pioneer of private markets programs with liquidity features since 2001 and has established long-term relationships with distribution partners across Europe, Asia and the US. With over USD 35 billion in assets under management today, Partners Group Private Wealth offers a wide range of vehicles that enable private investors to access private markets returns. The solutions the firm manages for Private Wealth clients and counterparties range from open-ended evergreen funds where clients benefit from a predefined level of liquidity to traditional closed ended funds as well as customized solutions.In this position, you will be part of the Client Solutions Private Wealth Team. Amid strong growth in this client segment, the team in Zug (CH) is expanding and looking for a senior support professional for client acquisition and maintenance.As a wholesale support professional your key responsibilities will include:

• Supporting client relationship managers with strategic distribution projects across open-ended and closed-ended funds as well as in day-to-day tasks
• Creating tailored, persuasive, and high-quality marketing materials and responses to client requests, assisting with queries, and performance updates
• Strong operational background preferred with knowledge on funds settlement, order routing, CDD process
• Become a point of contact for internal and external stakeholders such as service providers requiring strong collaboration with Partners Group internal teams
• Developing and implementing strategies to increase engagement with clients and prospects and maintain trackable performance indicators for the sales team
• Supporting the private wealth team co-heads with strategic initiatives and governance topics
• Become an expert in private markets and Partners Group’s platform, products and investment strategies across asset classes
• Build professional and technical knowledge to streamline and accelerate workflows

What we expectThe successful candidate will have an in-depth understanding of the financial services industry, ideally paired with professional experience in communication or marketing.Key attributes will include:University degreeAt least 5 years of relevant working experienceIdeally experience in consulting, sales, process management, or investment bankingStrong project management skills and ability to drive different processes at the same timeExcellent analytical and interpersonal skills and a strong desire to learn and succeedAbility to problem solve with a client-focused mindset within challenging deadlinesAbility to take ownership and responsibilityProven design skills and visual flairExcellent skills in both spoken and written English, other languages are an advantageExceptional attention to detailProficiency in Microsoft Office, especially Excel and PowerpointKnowledge of private markets & settlement processes, as well as data analytics is an advantageWhat we offerPartners Group is a global financial institution that retains the culture, pace and agility of a start-up. As a growing firm, we are committed to attracting, developing and retaining the very best talent, by offering a workplace where results are truly recognized and rewarded. We offer a fantastic opportunity for you to grow:Professional, international working environmentChallenging, rewarding career within a growing companyCollaborative environment, with on-the-job training and mentorship opportunitiesOne-month sabbatical after every five years of serviceEducation assistance programFun office and team events, including volunteer opportunities to connect with and help our local communitieswww.partnersgroup.comPlease be aware, fraudsters may pose as Partners Group recruiters. All genuine representatives can be identified by a verified sign on their LinkedIn profiles. If you suspect fraud or have doubts, contact us immediately at

Expected salary:

Location: Baar, Zug

Job date: Wed, 08 Jan 2025 23:16:53 GMT

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