Senior Private Markets Product Specialist

ph3Our Company /h3 pEFG International is a global private banking group, offering private banking and asset management services. We serve clients in over 40 locations worldwide. EFG International offers a stimulating and dynamic work environment and strives to be an employer of choice. /p pEFG is committed to providing an equitable and inclusive working environment that is founded on the principle of mutual respect. Joining our team means experiencing a supportive environment, where your contributions are valued and recognised. We strongly believe that the diversity of our teams gives us a competitive advantage by fostering better decision‑making and greater innovation. /p h3Purpose Mission /h3 pEmpowering entrepreneurial minds to create value – today and for the future. /p pWe are a private bank, offering personalised solutions on a global scale to private and institutional clients. Our sustainable success is based on our talents and on how we partner with our clients and communities to create lasting value. /p h3General Info /h3 ul liDepartment: Private Markets /li liWork time Percentage: 100% /li liLocation: Zurich (or Lugano) /li /ul h3Role Overview /h3 pTo strengthen our growing private markets franchise, we are looking for a Swiss based (Senior) Private Markets Product Specialist. /p pWe are searching for a candidate who shares our enthusiasm for delivering a first‑class client experience through an engaging and proactive relationship approach. This is an excellent opportunity to join a growing, seasoned and entrepreneurial global team with strong personal and professional development opportunities. /p h3Tasks Responsibilities /h3 ul liAccountable for driving a strategic and hands‑on distribution effort across our private markets solutions, focusing on EFG’s in‑house private markets program and product suite of perpetual/evergreen funds /li liStrategic partner to Client Relationship Officers (CROs), Investment Counsellors (ICs) and their clients to increase overall allocations to the asset class /li liResponsible for impactful and tailor‑made marketing content for in‑person and written presentations, both internally and for our global client base /li liFoster the ongoing development of our private markets franchise by identifying client demands and trends to shape our future product offering /li liDesign educational initiatives to drive asset class‑specific learning excellence and impact across various stakeholder groups within EFG /li /ul h3Requirements Qualifications /h3 ul li5+ years working experience in distribution and/or sales within the private markets (including real estate) industry, preferably focused on private wealth clients /li liFor senior‑level role: 10+ years of relevant working experience required /liliAmbitious and self‑motivated personality with the ability to work in a target‑driven high‑performance culture while maintaining a “down‑to‑earth” attitude /li liEntrepreneurial mindset with an enthusiastic, flexible and hands‑on approach /li liExcellent communication, presentation and interpersonal skills, with proficiency in English and Italian (German beneficial) /li liMaster’s degree in Finance or similar and further professional qualifications (CFA, CAIA, etc.) /li liAdvanced proficiency in PowerPoint and Excel, with the ability to create impactful client‑facing marketing material /li /ul h3Our Values /h3 ul liAccountability: Taking ownership for tasks and challenges, as well as seeking continuous improvement /li liHands‑on: Being proactive to rapidly deliver high‑quality results /li liPassionate: Being committed and striving for excellence /li liSolution‑driven: Focusing on client outcomes and treating clients fairly with a risk‑aware mindset /li liPartnership‑oriented: Promoting collaboration and teamwork. Working together with an entrepreneurial spirit. /li /ul /p #J-18808-Ljbffr