Senior Private Markets Product Specialist

Job description

We are looking for a Senior Private Markets Product Specialist to join our team in Zurich. We offer a challenging and dynamic work environment where your contributions will be valued and recognized.

Tasks and responsibilities

The main duties and responsibilities include:

• Responsibility for strategic and hands-on sales efforts for our private markets solutions, with a focus on EFG’s internal private markets program and portfolio of perpetual/evergreen funds
• A strategic partner for Client Relationship Officers (CROs), Investment Counsellors (ICs), and their clients, with the aim of increasing 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 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

The key requirements and qualifications include:

• 5+ years of professional experience in sales and/or business development in the private markets sector (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
• An entrepreneurial mindset combined 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

Our values

Our core values include:

• Responsibility: Taking on tasks and challenges, as well as continuous improvement
• Hands-on: A proactive approach to delivering high-quality results quickly
• 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