- Lead acquisition efforts of Private Wealth with prospective investors in Switzerland across different segments of wealth management and financial institutions.
- Building and maintaining a qualitative Sales pipeline.
- Developing and communicating business development KPIs
- Oversight of the firm's CRM platform (Salesforce) for Private Wealth related information
- Management of dataroom (Intralinks) LP access for Private Wealth prospective investors
- Coordinating formal and informal responses for investors requests
- Assist with existing investor coverage and general business development efforts
- Management of day-to-day workstreams of BD, support team members
- Oversight and coordination over LP onboarding document processing and tracking
- Min. of 5+ years of prior business development, investment, consulting experience with a specific focus on private markets and a proven network of contacts, partners and clients in wealth management and financial institutions in Switzerland.
- Knowledge of private market funds structures for wealth distribution.
- Bachelor's degree in Finance, Accounting, Business, Marketing or Communications
- CFA and/or CAIA a plus
- Strong commercial skills
- Strong organizational skills with strong attention to detail
- Strong knowledge of Private Markets
- Ability to interact and communicate effectively with internal and external parties
- Familiarity with CRM solutions, Salesforce preferred
- Fluent in German (pref. Swiss German) & English, ideally another language such as Italian and French a plus
- A highly motivated self-starter with the ability to work both independently and within a team.
- Integrity & Trustworthy
- Team player
- Ability to close deals
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Vice President - Zürich, Schweiz - StepStone Group
Beschreibung
is a rapidly growing Global Private Markets firm who provides customized investment and advisory solutions to some of the most sophisticated investors in the world. With $640 billion of total capital allocations, including $143 billion in AUM, we are highly diversified in the private markets across the globe and provide creative solutions to solve for the objectives of any investment program. With a culture built on entrepreneurialism, partnership and being a team within teams, our firm offers joiners the opportunity to think out loud, .
Vice President / Director in Business Development leads and supports processes enabling existing and prospective investors to consider and ultimately commit to StepStone funds or Solutions.
Essential Job Functions:
Responsibilities may include:
Education and/or Work Experience Requirements:
Required Knowledge, Skills, and Abilities
Other Attributes:
About us
Working out of 26 offices in 15 countries, StepStone has a truly global viewpoint. As people are our biggest asset, we offer resources to help our employees reach their full potential. Our principles are based on integrity, transparency, respect and creativity, which together define how we do business.
Join us
When you choose to work at StepStone, you'll find a group of professionals who are passionate about anticipating changes, solving problems and working together to make it all happen. Our integrated global team shares insights into how managers think and operate, as well as how they might perform.
StepStone offers a competitive compensation package including salary and incentive compensation for all full time hires, as well as a comprehensive benefits package.
Benefits
We offer a range of benefits which include comprehensive healthcare, strong retirement plan, a mental health well-being program, paid time off, student loan repayment program for our US office locations, and several wellness initiatives.
Disclaimer / Policy Statements
At StepStone, diversity, equity and inclusion are an integral part of our culture. We are an Equal Opportunity Employer that strives to create an inclusive environment that empowers our employees and allows them to be heard, regardless of title or tenure. Our organizational community features multiple Employment Resource Groups representing our dedication to Diversity, Equity & Inclusion.
As an Equal Opportunity Employer, StepStone does not discriminate on the basis of race, creed, color, religion, sex, national origin, citizenship status, age, disability, marital status, sexual orientation, gender identity, gender expression, genetic information or any other characteristic protected by law.
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