Client Solutions Professional / Senior Client Solutions Professional

What it's about

In this position you will be part of the Private Wealth Client Solutions team, based in the Hong Kong office, of Partners Group. As a Client Solutions Professional / Senior Client Solutions Professional, you will be 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 APAC private wealth market. This position includes supporting the team on existing relationships as well as developing new relationships in the region and demands a high degree of collaboration with the global Partners Group team.

Your key responsibilities will include :

Support the team to develop and manage relationships with existing and new Private Wealth partners such as global / regional / local banks and asset managers across relevant stakeholders

Assist in strategic distribution projects and product initiatives, coordinating day-to-day interactions across open-ended and closed-ended funds, including wholesale activities such as study sessions to advisors.

Creating tailored, persuasive and high-quality marketing materials and responses to client requests, assisting with queries, and performance updates, including translations of English materials into Chinese

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

Develop proficiency to assist with queries about 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 across a number of areas including portfolio solutions, structuring and marketing.

Become proficient in private markets and Partners Group's platform, products and investment strategies across asset classes

Research key competitors' offerings and know how to assist in positioning Partners Group's solutions

Be involved in client onboarding, including CDD and KYC

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What we expect

The successful candidate will need to demonstrate a strong interest in building a career within the private wealth / private equity industry, preferably have 3+ years of relevant experience. 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 beneficial) with strong academic background in finance, accounting, economics or a relevant discipline

3+ years of relevant work experience (preferably in asset management industry) in business development, consulting, sales & marketing, relationship management

Ability to demonstrate passion for private markets / private wealth, entrepreneurship, and collaboration through relevant work experience

Familiarity with alternatives with a focus on open-ended evergreen funds, 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 and Mandarin – both written and verbal

What we offer

Partners 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 you a fantastic opportunity for you to grow :