Private Markets Product Specialist

Job Description

We are looking for a Senior Private Markets Product Specialist to drive innovation in the region as part of our global network. This is your chance to join an entrepreneurial team, make your mark, and contribute to the future of private markets in Asia. You will play a key role in a newly created position, with real opportunities for personal and professional growth.

Main tasks

• Responsible for leading a strategic and hands-on sales initiative across our private markets solutions, with a focus on EFG’s in-house program and product portfolio of perpetual/perpetual green funds
• Collaborate with Client Relationship Officers (CROs), Investment Counsellors (ICs), and their clients to increase the overall allocation to the asset class
• Responsible for creating concise and tailored marketing content for in-person and written presentations, both internally and for our global client base
• Promoting the continuous development of our private markets franchise by identifying customer requirements and trends in order to shape our future product offerings
• Developing educational initiatives to promote learning excellence and influence various stakeholder groups within EFG

Requirements

• 5+ years of professional experience in sales and/or business development within the private markets industry, preferably with a focus on global private wealth clients
• For a management position: 10+ years of relevant professional experience required
• An ambitious and self-motivated individual with the ability to thrive in a goal-oriented, high-performance environment while maintaining a "can-do" attitude
• Entrepreneurial mindset with an enthusiastic, flexible, and hands-on approach
• Excellent communication, presentation, and interpersonal skills, with knowledge of English and Mandarin (Cantonese is an advantage)
• Master's degree in finance or similar and additional professional qualifications (CFA, CAIA, etc.)
• Advanced knowledge of PowerPoint and Excel, with the ability to create concise, customer-focused marketing materials

Our values

• Responsibility: Taking on tasks and challenges, as well as continuous improvement
• Hands-on: Proactive and rapid delivery of high-quality results
• Passionate: commitment and striving for excellence
• Solution-oriented: Focus on customer results and fair treatment of customers with a risk-aware mindset
• Partnership-oriented: Promoting cooperation and teamwork, with an entrepreneurial spirit