Senior Private Markets Product Specialist

Job description

We are looking for a Senior Private Markets Product Specialist to strengthen our growing private markets franchise. We are seeking a candidate who shares our passion for delivering a first-class client experience through a dedicated and proactive approach to building relationships.

Tasks and responsibilities

• Responsible for leading a strategic and hands-on distribution effort through our private markets solutions, with a focus on EFG’s in-house private markets program and portfolio of perpetual/evergreen funds
• A strategic partner to Client Relationship Officers (CROs), Investment Counsellors (ICs), and their clients, with the aim of increasing overall investment in 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 and qualifications

• 5+ years of professional experience in distribution and/or sales within the private markets industry (including real estate), preferably with a focus on 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 down-to-earth attitude
• Entrepreneurial mindset with an enthusiastic, flexible, and hands-on approach
• Excellent communication, presentation, and interpersonal skills, with fluency in English and Italian (German is a plus)
• Master’s degree in finance or a related field, along with additional professional certifications (CFA, CAIA, etc.)
• Advanced knowledge of PowerPoint and Excel, with the ability to create concise, customer-focused marketing materials

We offer

A supportive environment where your contributions are valued and recognized. We believe that the diversity of our teams gives us a competitive advantage by fostering better decisions and greater innovation. Our values include:

• Responsibility: Taking on tasks and challenges and striving for 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, combined with a risk-aware approach
• Partnership-oriented: Promoting collaboration and teamwork. Collaboration with an entrepreneurial spirit