Senior Private Markets Product Specialist

About the job

Senior Private Markets Product Specialist

Job Description

General Info

• Department: Private Markets
• Work time Percentage: 100%
• Location: Zurich (or Lugano)

Our Company

EFG International is a global private banking group, offering private banking and asset management services. We serve clients in over 40 locations worldwide. EFG International offers a stimulating and dynamic work environment and strives to be an employer of choice.

EFG is committed to providing an equitable and inclusive working environment that is founded on the principle of mutual respect. Joining our team means experiencing a supportive environment, where your contributions are valued and recognised. We strongly believe that the diversity of our teams gives us a competitive advantage by fostering better decision-making and greater innovation.

Our Purpose and Mission

Empowering entrepreneurial minds to create value – today and for the future.

We are a private bank, offering personalised solutions on a global scale to private and institutional clients. Our sustainable success is based on our talents and on how we partner with our clients and communities to create lasting value.

Job Description

To strengthen our growing private markets franchise, we are looking for a Swiss based (Senior) Private Markets Product Specialist.

We are searching for a candidate who shares our enthusiasm for delivering a first-class client experience through an engaging and proactive relationship approach. This is an excellent opportunity to join a growing, seasoned and entrepreneurial global team with strong personal and professional development opportunities.

Tasks and Responsibilities

• Accountable for driving a strategic and hands-on distribution effort across our private markets solutions, focusing on EFG’s in-house private markets program and product suite of perpetual/evergreen funds
• Strategic partner to Client Relationship Officers (CROs), Investment Counsellors (ICs) and their clients to increase overall allocations to the asset class
• Responsible for impactful and tailor-made marketing content for in-person and written presentations, both internally and for our global client base
• Foster the ongoing development of our private markets franchise by identifying client demands and trends to shape our future product offering
• Design educational initiatives to drive asset class-specific learning excellence and impact across various stakeholder groups within EFG

Requirements and Qualifications

• 5+ years working experience in distribution and/or sales within the private markets (including real estate) industry, preferably focused on private wealth clients
• For senior-level role: 10+ years of relevant working experience required
• Ambitious and self-motivation personality with the ability to work in a target driven high-performance culture while maintaining “down-to-earth” attitude
• Entrepreneurial mindset with an enthusiastic, flexible and hands-on approach
• Excellent communication, presentation and interpersonal skills, with proficiency in English and Italien (German beneficial)
• Master’s degree in Finance or similar and further professional qualifications (CFA, CAIA, etc.)
• Advanced proficiency in PowerPoint and Excel, with the ability to create impactful client-facing marketing material

Our Values

• Accountability: Taking ownership for tasks and challenges, as well as seeking continuous improvement
• Hands-on: Being proactive to rapidly deliver high-quality results
• Passionate: Being committed and striving for excellence
• Solution-driven: Focusing on client outcomes and treating clients fairly with a risk-aware mindset
• Partnership-oriented: Promoting collaboration and teamwork. Working together with an entrepreneurial spirit.

Please ensure to attach a cover letter to your CV when filling the application.

Application

Should you wish to apply for this position use this link to apply.