Client Relationship Professional, Private Wealth

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Client Relationship Professional, Private Wealth

Location:
Munich, DE

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We are one of the largest global private markets investment managers, serving over 800 institutional investors worldwide. We have USD 185 billion in assets under management and around 2,000 professionals across 24 offices worldwide. Partners Group is an equal opportunity employer committed to cultural diversity.

What it's about

Based in Partners Group Germany office, this position will be part of the Private Wealth EMEA Client Solutions team, which is responsible for building new and broadening existing relationships with private wealth channels across the region. Amid strong growth in this client segment, Partners Group is looking to expand its footprint to deepen its coverage of the German private wealth market. This position includes managing existing and developing new relationships and fundraising opportunities in the region and demands a high degree of collaboration with the global Partners Group team.

Your key responsibilities will include:
Developing and managing relationships with existing and new Private Wealth partners such as global/regional/local banks and asset managers across relevant stakeholders

Sourcing and leading strategic distribution projects and product initiatives, coordinating day-to-day interactions across open-ended and closed-ended funds

Map out investor landscape, plan and undertake regular cold call campaigns

Understanding and presenting the full range of Partners Group's solutions to partner organizations including operational and regulatory features of a product/project

Working closely with Partners Group's private wealth teams (portfolio solutions, structuring) and building strong rapport with headquarters

Contributing to global strategic efforts such as digital client engagement

Becoming an expert in private markets and Partners Group's platform, products and investment strategies across asset classes

Understand key competitors' offerings and know how to best position Partners Group's solutions

Be involved in client onboarding, including CDD and KYC

Help develop junior professionals on the team, and in the Client Solutions department

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What we expect

The successful candidate will have an in-depth understanding of the private wealth industry, and 5-8 years of experience in working with GPs and/or distribution partners preferably in Germany. For this position we are looking for someone who works well in a very entrepreneurial organization and someone who possesses strong networking & organization skills.

The successful candidate should have the following profile:
Bachelor's degree (MBA, Master's and/or CFA preferred) with strong academic background in finance, accounting, economics or a relevant discipline

5-8 years of relevant work experience (preferably in private markets industry) in business development, consulting, sales & marketing, relationship management

Previous experience within the fund selection and institutional sales departments in Private Banking, Wealth Management, or Private Markets, is a plus.

Demonstrated success in managing client relationships and identifying/converting new clients with a track record of fundraising success

Familiarity with alternatives with a focus on semi-liquid products, mutual funds and close-ended products would be a distinct advantage

Proficiency in Microsoft Office, especially Excel and PowerPoint

Strong relationship management skills

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

Responsive and willing to work to tight deadlines in a challenging environment

Proficiency in business English & German– both written and verbal is a must. Fluency in additional European language is a plus

What we offer

Join a growing international team, taking care of leading global private banks as well as local financial institutions

Career opportunity in a global, dynamic and client-oriented environment

Opportunity to learn the business from some of the world’s leading private market specialists

Growth-oriented entrepreneurial culture with significant development opportunities

International working environment

Competitive salary and benefits

Partners Group is an equal opportunity employer committed to cultural diversity.

www.partnersgroup.com

Please 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 [email protected]

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