Client Associate Private Equity - Germany

Schroders

Zürich, Switzerland

On-siteCareer-pivot friendly

Who this role is best for

A natural match if you have experience in institutional client sales within private equity and are a native German speaker.

Best fit for

Candidates with experience in institutional client sales within private equity and strong communication skills
— “distribution of private equity solutions to German institutional clients”
Professionals who are native German speakers and can communicate effectively in English
— “Native German speaker with excellent English skills, both written and spoken.”
Individuals with a background in finance and analytical experience in asset management
— “Higher education qualification, ideally complemented by further training in finance.”

Things to consider

Travel is a key requirement, with a focus on client engagement in Germany
— “Willingness to travel.”
The role may require coordination with global teams despite being based in Zurich
— “more than 200 professionals, we have extensive experience in this asset class.”

How to stand out

Highlight experience in managing complex sales processes with institutional clients
— “Support and work closely with the Private Equity Sales Team in complex sales processes.”
Emphasize your ability to organize and prepare client activities such as workshops and meetings
— “Organise, structure and prepare client activities such as workshops and client meetings.”
Demonstrate your analytical skills with specific examples from asset management or finance
— “Solid knowledge of a range of asset classes and products, combined with strong analytical skills.”
Demonstrate your ability to coordinate with multiple teams and manage cross-functional projects
— “Contribute to sales-related projects, including conferences, roundtables, newsletters and similar initiatives.”

Pace · SteadyCollaboration · HighAutonomy · MediumDecision Impact · Team

Derived from job-description analysis by Serendipath's career intelligence engine.

What success looks like

expanding the German institutional client base
supporting sales processes

Typical background

financial sector experiencesales experience

Skills & requirements

Required

Client Relationship ManagementSales ProcessesClient ActivitiesProject CoordinationCommunication

Preferred

Private Equity Experience

Stack & domain

Private Equity SolutionsGerman Institutional ClientsClient Relationship ManagementSales ProcessesInvestment OpportunitiesBuyoutsGrowth CapitalVenture CapitalInvestment TeamsProduct ManagementClient ActivitiesWorkshopsClient MeetingsSales-related ProjectsConferencesRoundtablesNewslettersFinancial SectorPrivate AssetsBankingAsset ManagementClient FocusCommunicationAsset ClassesProductsAnalytical SkillsGermanEnglishMS OfficeExcelPowerpointPresentationClear CommunicationTeamworkResponsibilityEthics And Professional ConductFinancePrivate EquitySales

About the role

Original posting from Schroders

Client Associate Private Equity - Germany
About Us
Schroders is a global investment manager which provides active asset management, wealth management and investment solutions. We aim to provide excellent investment performance to clients through active management. We serve a diverse client base that includes pension schemes, insurance companies, sovereign wealth funds, endowments, foundations, high net worth individuals, family offices, as well as end clients through partnerships with distributors, financial advisers, and online platforms.
Established in 1804, we have around 5,500 people across 36 global locations. Schroders' success can be attributed to its diversified business model, spanning different asset classes, client types and geographies.
Schroders Capital is the private assets business of the Schroders Group and, as of 1 October 2026, part of Nuveen. With approximately USD 114 billion in assets under management, more than 800 employees and 25 offices worldwide, we cover a broad range of asset classes.
Our Private Equity business is headquartered in the heart of Zurich. We are one of the leading global private equity platforms, providing investors with access to a wide range of investment opportunities across buyouts, growth capital and venture capital. Our focus is on particularly attractive segments of the private equity market.
With approximately USD 30 billion in assets under management and a team of more than 200 professionals, we have extensive experience in this asset class. Our expertise, global presence and close collaboration among our specialist teams enable us to identify attractive investment opportunities for our clients and build successful long-term partnerships.
For our Private Equity Sales Team within Schroders Capital Management (Switzerland) AG in Zurich, we are seeking a:
Overview
The role focuses on the distribution of private equity solutions to German institutional clients and supporting the Private Equity Sales Team in all aspects of sales processes and client relationship management.
The position involves close collaboration with the investment teams, product management and the local sales team to further expand the German institutional client base.
Key Responsibilities
Develop and establish new client relationships with private equity contacts.Screen and analyse investor groups within the target region.Respond to and coordinate client enquiries.Support and work closely with the Private Equity Sales Team in complex sales processes.Organise, structure and prepare client activities such as workshops and client meetings.Contribute to sales-related projects, including conferences, roundtables, newsletters and similar initiatives.Support sales processes in close collaboration with the investment teams.
Candidate Profile
Higher education qualification, ideally complemented by further training in finance.Proven relevant professional experience in the financial sector, preferably in private assets, banking and/or asset management. Sales experience is desirable but not essential.Strong client focus with the ability to present and clearly communicate solutions to internal and external stakeholders.Solid knowledge of a range of asset classes and products, combined with strong analytical skills.Native German speaker with excellent English skills, both written and spoken.Excellent MS Office skills, particularly Excel and PowerPoint.A personable and persuasive personality with outstanding communication skills.Willingness to travel.
We Recognise Potential, Whoever You Are
Our purpose is to deliver excellent investment performance to clients through active management. We believe diverse perspectives and an inclusive culture help us make better decisions and achieve better outcomes for our clients. That's why inclusion is a strategic priority for us, and we are an equal opportunities employer. You are welcome here, regardless of your age, disability, gender identity, religious beliefs, sexual orientation, socio-economic background, or any other protected characteristic.
We will consider flexible working arrangements for all roles and provide reasonable accommodations to support applicants and employees, including those with neurodiversity, disability, or physical and mental health needs. For more information, please visit our FAQs.
We're a global investment manager. We help institutions, intermediaries and individuals around the world invest money to meet their goals, fulfil their ambitions, and prepare for the future.
We have around 6,000 people on six continents. And we've been around for over 200 years, but keep adapting as society and technology changes. What doesn't change is our commitment to helping our clients, and society, prosper.

Source: Schroders careers