Wealth Investor Relations (German Speaker) - International Servicing

TEAM OVERVIEW

KKR’s Client Operations team owns and operates most dimensions of the client lifecycle. We are responsible for the client interactions, underlying operating models, and overarching strategy related to client onboarding, product onboarding, capital activity, communications, inquiry servicing, offboarding, and more. Our mission is to provide a leading client experience.

We are 60+ professionals committed to delivering exceptional service and building lasting relationships with our clients. Our team is global in every sense of the word – working across all asset classes, products, and geographies – to ensure that our clients have seamless and positive experiences with KKR’s products, services, and people. As such, we work closely with KKR’s Global Client Solutions (“KCS”) and Global Wealth Solutions (“GWS”), Business Operations (Legal, Compliance, Treasury, Tax, Finance, Technology, etc.), and Deal teams.

We are passionate about understanding our clients’ needs, providing leading solutions, and driving client satisfaction. Our team operates in a dynamic environment where problem-solving, communication, and attention to detail are key. We prioritize a culture of empathy, responsiveness, and continuous improvement, where every team member is encouraged to share ideas and contribute to our clients’ success.

POSITION SUMMARY

KKR is seeking to hire for an Associate level role working alongside the EMEA GWS team, based in the Zurich office.

The hire will work closely with the International Head of Wealth IR within the Client Operations team, assisting in the onboarding and maintenance of existing and new client relationships. As part of the role, the hire will help in the implementation and refinement of onboarding procedures, ensuring best-in-class client experience.

The hire will also work closely with the GWS relationship management team in Switzerland, supporting distribution of all KKR’s K-Series investment strategies to intermediaries serving the wealth market across Europe and the Middle East. Intermediaries include all major wealth platforms, private banks, insurance companies with retail distribution, independent wealth managers and multi-family offices. The hire will have an opportunity to develop both client relationships and product expertise in a variety of alternative asset classes, including private equity, infrastructure, real estate, private and liquid credit strategies.

The hire will work on tasks including presentations, meeting preparation, marketing support, platform onboarding and end to end client servicing.  The hire will act as a gateway for global product teams to access information on the European client base, and will interact regularly with multiple stakeholders across KKR.

IDEAL EXPERIENCE

A successful candidate typically will have 3 - 5 years of industry experience.

RESPONSIBILITIES

• Work closely with the Head of International Wealth IR to ensure our platform partner and client experience (pre and post sales) is seamless
• Work closely with GWS EMEA Sales team through managing onboarding processes for new clients and responding to ad hoc prospective and existing investor queries
• Assist in the overall formalizing and institutionalizing of the client experience across both closed-ended and open-ended fund offerings; encouraged to help execute ways to improve efficiency and information flow
• Help create and continually improve upon external client reporting templates, focusing on standardization across our democratized product suite and helping to ensure consistency across GWS business units in the Americas, EMEA and APAC

CRITICAL COMPETENCIES FOR SUCCESS

• Excellent written and verbal communication skills in English and German. Proficiency in Italian and/or French are considered an advantage. 
• Strong relationship development skills, including over the phone with global teams and with individuals of whom work is being requested
• Relevant experience in financial services / investment management
• Client management / onboarding experience
• Positive attitude with a willingness to help out wherever necessary
• Excellent PowerPoint & Excel skills (PowerPoint being the more important skill)
• Very strong attention to detail
• Team-oriented
• Quick learner with clear intellectual curiosity and self-motivation
• Proven ability to manage multiple demands and projects in a fast-paced work environment, including ability to prioritize time efficiently and handle heavy workloads while remaining attentive to detail
• Maturity, presence, sound judgment, and ability to form and express opinions effectively

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