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 help shape 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. We are looking for a candidate who shares our passion for delivering a world-class customer experience through a dedicated and proactive approach. This is an excellent opportunity to join a growing, experienced, and entrepreneurial team, with strong opportunities for personal and professional development.

Main tasks

• Responsible for leading a strategic and hands-on sales initiative focused on our private markets solutions, with an emphasis on EFG’s in-house private markets program and the 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
• Promote the ongoing development of our Private Markets franchise by identifying customer needs and trends 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 senior-level 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 "do-as-promised" attitude
• Entrepreneurial mindset with an enthusiastic, flexible, and hands-on approach
• Excellent communication, presentation, and interpersonal skills, with proficiency in English and Mandarin (knowledge of Cantonese is a plus)
• Master’s degree in finance or a related field, along with additional professional certifications (CFA, CAIA, etc.)
• Advanced proficiency in 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 delivery of high-quality results
• Passion: Commitment and pursuit of 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

We offer

A dynamic and entrepreneurial work environment with strong opportunities for personal and professional growth.