Senior Private Markets Product Specialist

EFG International seeks a Senior Private Markets Product Specialist in Zürich to drive distribution of private market solutions and support client relationship teams with strategic product expertise.

This position aims to expand the firm's private markets franchise by acting as a strategic partner to client-facing teams. The specialist will enhance client allocations through proactive relationship management, tailored marketing content, and educational initiatives, while identifying market trends to shape future product offerings.

Responsibilities

• Lead distribution efforts for in-house private markets programs and perpetual fund suites.
• Collaborate with Client Relationship Officers and Investment Counsellors to boost client allocations in this asset class.
• Develop customized marketing materials for internal use and global client presentations.
• Identify client needs and market trends to influence the future product roadmap.
• Design and deliver educational programs to improve stakeholder knowledge of private markets.

Requirements

• At least five years of experience in distribution or sales within private markets, including real estate, ideally serving private wealth clients.
• A Master’s degree in Finance or a related field.
• Advanced skills in PowerPoint and Excel.
• Fluency in both English and Italian.

Nice to have

• Professional certifications such as CFA or CAIA.
• Proficiency in German.
• Over ten years of relevant industry experience.

What the company offers

• A dynamic and stimulating work environment.
• A supportive culture where individual contributions are recognized.
• Significant opportunities for personal and professional growth.

About the company

EFG International is a global private banking group with a presence in over 40 locations, providing private banking and asset management services. The company aims to be an employer of choice by fostering an equitable, inclusive, and respectful workplace. It believes that diverse teams drive better decision-making and innovation, aligning with its purpose to empower entrepreneurial minds to create lasting value for clients and communities.

• Commitment to an equitable and inclusive working environment.
• Belief that team diversity enhances decision-making and innovation.
• Core values include accountability, a hands-on approach, passion, solution-driven thinking, and partnership.
• Focus on empowering entrepreneurial minds to create value today and in the future.

How to apply

Documents to submit:

• Cover letter
• CV