Senior Private Markets Product Specialist

Job description

We are looking for a Senior Private Markets Product Specialist to join our team in Zurich. This role offers the opportunity to deliver a first-class client experience through dedicated and proactive relationship management.

Tasks and responsibilities

• Responsible for the strategic and hands-on distribution of our private markets solutions, with a focus on our in-house private markets program and portfolio of perpetual/green funds
• A strategic partner for Client Relationship Officers (CROs), Investment Counsellors (ICs), and their clients, with the aim of increasing overall capital allocations to the asset class
• Responsible for creating concise and tailored marketing content for presentations and written materials, both internally and for our global client base
• Promote the ongoing development of our retail 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 (including real estate) sector, preferably with a focus on private wealth clients
• For a senior-level 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 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 proficiency in PowerPoint and Excel, with the ability to create concise, client-focused marketing materials

Our values

• Responsibility: Taking responsibility for 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 client results and fair treatment of clients, with a risk-aware mindset
• Partnership-oriented: Promoting cooperation and teamwork, with an entrepreneurial spirit