Senior Specialist Private Markets (m/w/d) Wealth Management Division

 





Senior Specialist Private Markets (m/f/d)
Wealth Management Division

one of the world’s largest independent financial advisory groups

Location: Frankfurt

With a team of 4,200 talented financial services specialists on the ground in 40 countries across the world, our client provides independent advice on M&A, strategy and financing, as well as investment and wealth management solutions to large institutions, families, individuals and governments. As a family-controlled and independent pan-European Wealth Manager, our client has been providing the clients with bespoke advice and service to help them achieve their financial goals for over 200 years. Our client's Wealth Management services focus on the three core competencies Wealth Structuring, Portfolio Management and Private Markets Investments.

Main Tasks:

  1. Acquisition of UHNWI-clients with focus on Private Markets Investments
  2. Structuring of bespoke Private Markets Portfolios (PE/ PD/ Infra)
  3. Advisory of clients within the UHNWI segment concerning allocation to
    Private Markets instruments (PE/ PD/ Infra)
  4. Compilation and strategic creation (allocation, servicing) of Private Markets Portfolios
    using in-house and third-party products
  5. Chairing and organization of investment committees
  6. Tracking of Private Markets offering for german investors
  7. Coordination of competencies within the group (Geneva/ Paris/ Zurich)
  8. Market research of third-party Private Investment opportunities for the
    Wealth Management division

Candidate Profile:

  1. University degree in business administration or a comparable education
  2. Several years of relevant industry experience in the field of Portfolio Management, Portfolio Structuring, Investment Strategy or Product Management for Private Markets Investments withs banks, asset managers, or institutional investors
  3. Wide knowledge of the Private Markets landscape
  4. Access to third party providers of Private Markets strategies/ products
  5. Relevant multi-year experience in advising HNWI- and UHNWI-clients or institutional clients
  6. Strong client and service focused thinking
    Entrepreneurial approach to self-responsible working environment
  7. Ability to work in small teams as well as large organizations with multiple locations and languages (German, English, French)

Haben wir Ihr Interesse geweckt?

Ihre Ansprechpartnerin Frau Lena Kahl freut sich auf Ihre Kontaktaufnahme:

Telefon: 0611/ 4 47 59 – 60

 

Haibach & Cie. ist eines der führenden spezialisierten Executive-Search-Unternehmen und konzentriert sich seit 2002 konsequent auf die systematische Suche und Auswahl von Führungskräften und hochqualifizierten Spezialisten u.a. für Banken, Privatbanken, Investmentgesellschaften und Wirtschaftsprüfungsgesellschaften, insbesondere in den Bereichen Asset Management, Sales & Relationship Management, Private Banking und Corporate & Transaction Banking.