More jobs:
Senior Client Solutions Professional – Private Wealth
Job in
6340, Baar, Kanton Zug, Switzerland
Listed on 2026-09-07
Listing for:
Jobtailor
Full Time
position Listed on 2026-09-07
Job specializations:
-
Finance & Banking
Financial Analyst, Business Administration, Financial Services, Financial Advisor / Consultant
Job Description & How to Apply Below
- Support the team across open-ended and closed-ended funds in day-to-day tasks
- Create tailored, persuasive and high-quality marketing materials and responses to client requests
- Assist with client queries and performance updates
- Serve as a point of contact with Partners Group internal teams and other stakeholders
- Handle ad-hoc projects as required
- Develop expertise in private markets, Partners Group's platform, products and investment strategies across asset classes
- Build professional and technical knowledge to work independently with senior sales professionals and respond to client queries
- Support client acquisition and maintenance for the Private Wealth segment
- University degree
- In-depth understanding of the financial services industry
- Exceptional attention to detail
- Passion for private markets and exceptional drive to learn
- Excellent spoken and written English; other languages are an advantage
- Ability to take ownership and responsibility
- Strong project management skills and ability to drive different processes at the same time
- Excellent analytical and interpersonal skills and a strong desire to learn and succeed
- Ability to problem solve with a client-focused mindset within challenging deadlines
- Proficiency in Microsoft Office, especially Excel and Power Point
- Ideally experience in sales, product management, private banking, consulting or investment banking
Demonstrates expertise in private markets and financial services, with strong project management and analytical skills. Capable of creating high-quality marketing materials and effectively responding to client queries while maintaining exceptional attention to detail.
Highest-signal resume keywords- Private Markets Expertise
- Project Management Skills
- Client-Focused Problem Solving
- Microsoft Office Proficiency
- Financial Services Industry Knowledge
- Project Management
- Analytical Skills
- Marketing Material Creation
- Client Query Response
- Private Banking Experience
- Investment Banking Experience
- Sales Experience
- Product Management Experience
- Consulting Experience
- Attention to Detail
- Interpersonal Skills
- Ownership and Responsibility
- Desire to Learn and Succeed
- Financial Services
- Private Wealth Segment
- Asset Classes
- Client Acquisition
- Performance Updates
- Microsoft Excel
- Microsoft Power Point
Position Requirements
10+ Years
work experience
Note that applications are not being accepted from your jurisdiction for this job currently via this jobsite. Candidate preferences are the decision of the Employer or Recruiting Agent, and are controlled by them alone.
To Search, View & Apply for jobs on this site that accept applications from your location or country, tap here to make a Search:
To Search, View & Apply for jobs on this site that accept applications from your location or country, tap here to make a Search:
Search for further Jobs Here:
×