Job offer
Private Markets Fund Specialist 100% (f/m/d)
A Private Markets Fund Specialist at Julius Baer is responsible for advising and supporting clients and internal stakeholders on private market investments and products. The role involves creating recommendation lists, conducting client meetings, and training internal stakeholders.
Job description
Tasks
- Advising, supporting, and guiding clients and internal stakeholders on top-tier investment products in private markets
- Developing and maintaining a deep understanding of investment products and market trends within private markets and beyond
- Selection and identification of specific product ideas and creation of recommendation lists
- Creation of or contribution to the creation of marketing materials, publications, and presentations related to investment products
- Participation in customer meetings to convey product knowledge and expertise to demanding end customers
- Driving sales and investment campaigns based on an understanding of customer and stakeholder needs
- Education and training of internal stakeholders on investment products and market trends to improve product knowledge and expertise within the organization
- Supporting the organization in hosting customer and/or internal events to present investment products and expertise
Requirements
- Knowledge of alternative investments and private markets
- Familiarity with fund structures, regulatory frameworks, and fund transactions
- Familiarity with the universe of private markets managers and industry trends
- Team player with strong self-motivation, service-oriented personality, and excellent interpersonal skills
- Strong communication and presentation skills
We offer
No explicit benefits mentioned.Job details
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