Private Markets Product Specialist

Job description

We are seeking a Senior Private Markets Product Specialist to drive innovation in the region as part of our global network.

Main tasks

• Responsible for the strategic and hands-on distribution of private markets solutions, with a focus on EFG's in-house private markets products and product suite of perpetual/evergreen funds.
• Collaborate with client relationship officers (CROs), investment counsellors (ICs), and their clients to increase overall capital allocations to the asset class.
• Responsible for concise and tailored marketing content for on-site presentations and written presentations, both internally and for our global customer 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 distribution and/or sales 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
• Ambitious and self-motivated individual with the ability to work in a goal-oriented, high-performance culture while maintaining a down-to-earth 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-oriented marketing materials

Our values

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