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Client Relationship Manager Private Wealth Southeast Asia
1 month ago
We are seeking a highly skilled Client Relationship Manager to join our Private Wealth team in Southeast Asia. As a key member of our team, you will be responsible for building and maintaining strong relationships with private wealth partners, including global and regional banks, and asset managers.
Key Responsibilities- Develop and manage relationships with existing and new private wealth partners
- Sourcing and leading strategic distribution projects and product initiatives
- Mapping out the investor landscape and undertaking regular cold call campaigns
- Understanding and presenting the full range of Partners Group's solutions to partner organizations
- Working closely with Partners Group's private wealth teams and building strong rapport with headquarters
- Contributing to global strategic efforts such as digital client engagement
- Becoming an expert in private markets and Partners Group's platform, products, and investment strategies across asset classes
- Understanding key competitors' offerings and positioning Partners Group's solutions
- Being involved in client onboarding, including CDD and KYC
- Helping develop junior professionals on the team
- Bachelor's degree in finance, accounting, economics, or a relevant discipline
- 5-8 years of relevant work experience in business development, consulting, sales & marketing, relationship management
- Previous experience within the fund selection and institutional sales departments in Private Banking, Wealth Management, or Private Markets
- Demonstrated success in managing client relationships and identifying/converting new clients with a track record of fundraising success
- Familiarity with alternatives with a focus on semi-liquid products, mutual funds, and close-ended products
- Proficiency in Microsoft Office, especially Excel and PowerPoint
- Strong relationship management skills
- Excellent interpersonal and presentation skills
- Attention to detail, extremely organized, and commitment to excellence
- Responsive and willing to work to tight deadlines in a challenging environment
- Proficiency in business English - both written and verbal
Partners Group is a global financial institution that retains the culture, pace, and agility of a start-up. As a growing firm, we are committed to attracting, developing, and retaining the very best talent, by offering a workplace where results are truly recognized and rewarded.
We offer a fantastic opportunity for you to grow:
- Professional, international working environment
- Challenging, rewarding career within a growing company
- Collaborative environment, with on-the-job training and mentorship opportunities
- 25 vacation days
- One-month sabbatical after every five years of service
- Lunch stipend
- Fun office and team events, including volunteer opportunities to connect with and help our local communities