Private Wealth Client Relationship Manager for the Nordics
Private Wealth Client Relationship Manager for the Nordics
Private Wealth Client Relationship Manager for the Nordics
Private Wealth Client Relationship Manager for the Nordics
Partners Group AG
Risikokapital, Private Equity
Baar
- Art der Beschäftigung: Vollzeit
- Vor Ort
Private Wealth Client Relationship Manager for the Nordics
Über diesen Job
Location:
Baar, CH
We are one of the largest global private markets investment managers, serving over 800 institutional investors worldwide. We have USD 174 billion in assets under management and around 2,000 professionals across 23 offices worldwide. Partners Group is an equal opportunity employer committed to cultural diversity.
What it's about
Partners Group has been a leading innovator of client solutions for the Private Wealth segment. In this segment, Partners Group caters via wholesale/distribution sales channels to private wealth clients. The firm has been a pioneer of private markets programs with evergreen solutions since 2001, and ELTIFs since 2016 and has established long-term relationships with distribution partners across Europe, Asia and the US. With more than USD 52 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 evergreens, traditional closed-ended funds where clients benefit from predefined liquidity windows as well as customized mandate solutions.
In this position, you will be part of the European Client Solutions team with a focus on Private Wealth in the Nordic region. The position will be initially based in Partners Group’s headquarters in Zug with the intention to re-locate to Stockholm following a successful ramp-up phase. As a private wealth business development professional, you will be responsible for building new and broadening existing distribution channels in the Nordics. You will closely collaborate with the colleagues covering institutional clients in the Nordics to build cross-selling opportunities.
Your key responsibilities will include:
- Developing and managing distribution initiatives with new and existing private wealth partners, including building and converting pipeline, client contract negotiations and onboarding with the ability to work cross departmental, in particular with Marketing, Portfolio Solutions and Structuring teams
- Being responsible for roll-out plans and education sessions of our distribution partners; managing aftersales activities
- Understanding the value proposition of Partners Group's full range of solutions from evergreen solutions to traditional closed-ended funds, including operational and regulatory features (ELTIF, SICAV, etc.)
- Becoming an expert in private markets and Partners Group’s platform, fund solutions and investment strategies across asset classes
- Preparing persuasive, and high-quality marketing presentations and responses to client requests, assisting with queries, and performance updates
What we expect
The successful candidate will have an in-depth understanding of the private wealth (wholesale) industry, and 5-8 years of experience in working for an asset manager with a private markets focus. For this position, we are looking for someone who works well in a very entrepreneurial organization and someone who possesses strong networking & organizational skills.
The successful candidate should have the following profile:
- Strong academic background in finance, economics or a relevant discipline (MBA, Master's and/or CFA preferred)
- 5-15 years of relevant work experience in business development, sales & marketing and/or relationship management (preferably in the private markets industry)
- Previous experience with fund selection, wholesale or institutional sales departments in asset management, wealth management, or multi-family offices; has an established network across financial institutions and a proven ability to convert projects in the Nordics
- Demonstrated success in managing client relationships and identifying/converting new clients with a track record of fundraising success
- Familiarity with private markets solutions (from evergreen solutions to closed-ended funds)
- Proficiency in Business English (both written and verbal) as well as written and verbal proficiency in preferably Swedish
- Excellent interpersonal and presentation skills with the ability to effectively communicate in a polished, professional manner
- Attention to detail, extremely organized, and commitment to excellence. Able to problem solve with a client-focused mindset
- Hard-working with a dedication to strengthen Partners Group’s private wealth solutions in the Nordics; responsive and willing to work to tight deadlines in a highly entrepreneurial environment
What we offer
- Join a fast-paced, international investment firm with exceptional growth opportunities and entrepreneurial culture that fosters significant professional development
- Become part of a growing, diverse international team operating in a dynamic, multicultural working environment spanning global markets
- Thrive in a client-oriented atmosphere serving leading global private banks and prestigious local financial institutions across international markets
- Learn from and deepen your expertise alongside some of the world's leading private market specialists and industry experts
- Experience a growth-oriented, entrepreneurial environment that encourages innovation and provides substantial development opportunities within a leading global investment firm
- Enjoy competitive salary with performance-related incentives that recognize and reward excellence
www.partnersgroup.com
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