Vice President, Client Relationship Management, Brookfield Oaktree Wealth Solutions, Southeast Asia - SG

Location

Collyer Quay Centre - 16 Collyer Quay, #19-00

Business - Brookfield Oaktree Wealth Solutions

Brookfield Asset Management, a leading global alternative asset manager, has an exemplary 100+ year history of owning and operating real assets and related businesses. In 2019, Brookfield acquired a majority interest in Oaktree Capital, a leader among global investment managers specializing in credit and other alternative investments. Together, Brookfield and Oaktree share a long-term, value-driven, contrarian investment style, focusing on sectors in which their in-depth operating experience and market knowledge provide a competitive advantage.
 

Brookfield Oaktree Wealth Solutions is a dedicated business delivering the unparalleled alternative investment expertise of Brookfield and Oaktree to private wealth investors, in partnership with their financial advisors. The business unit is dedicated to effectively supporting the financial intermediary community and bringing timely & unique solutions to market with the individual investor in mind.

Brookfield Culture

Brookfield has a unique and dynamic culture.  We seek team members who have a long-term focus and whose values align with our Attributes of a Brookfield Leader:  Entrepreneurial, Collaborative and Disciplined.  Brookfield is committed to the development of our people through challenging work assignments and exposure to diverse businesses.

Job Description

In Asia Pacific, Brookfield manages capital on behalf of global banks, regional banks, securities firms, and independent wealth managers. A specialist team for private wealth in Asia Pacific are responsible for growing, servicing, and supporting these investors across the region.

About the role

We are seeking a Vice President to join the Brookfield Singapore office. This Vice President will have existing relevant client relationships, strong presentation skills, excellent attention to detail and a know-how of client account management responsibilities to i) Drive wealth management sales results across the Southeast Asia region, in turn, contributing to business priorities and ii) To be equally responsible for the highest quality of client servicing and sales support duties within the team.

The role will represent the full spectrum of Brookfield and Oaktree’s investment capabilities including our private funds (close and open ended), liquid public securities solutions and evergreen vehicles.

Job purpose

This role will focus on fundraising and sales efforts within the SEA region. In equal importance, the candidate will be responsible for client servicing and sales support to distributors for BOWS products. The primary client focus will be on Singapore-based private wealth distributors and in addition, to help with the Southeast Asian regional business. The candidate should have a desire to develop an entrepreneurial style of business development and sales skills within a top tier Alternative asset manager.

Responsibilities include:

• Drive sales and client activity in SEA via meetings, events and regular engagement

• To engage and work on product due diligence discussions and idea generation with distributors

• Work on sales campaigns, events and road shows.

• To carry out product related presentations at a high level of competency and effectiveness

• Provide timely client support to SEA distributors

• Identify business opportunities, collect market intelligence, build new relationships with clients / prospects, collect industry information

• Lead and run product/client onboarding projects for relevant accounts

• Collaborate with functional teams and service providers to ensure clients’ requests and questions get addressed timely and properly, e.g. with marketing, operations, investments, legal, compliance, product management teams, external platform partners, etc. 

  Key contacts the individual will have on an ongoing basis:        

• Internal – Colleagues from the following departments: BOWS colleagues, Investments, Global Client Group, Marketing, Investor Relations, Project Management Teams, Legal and Compliance, HR, Finance and more.

• External – Private wealth/intermediary distributors within Singapore and Southeast Asia

Qualification/Experience required:

• Relevant client facing experience within the private wealth management channels

• At least 7 years’ experience in client facing roles for the private wealth/intermediary sales channel

• Solid financial product knowledge, experience in alternatives is a plus

• A passion for the markets and having a growth mindset

• Great attention to details, a responsible person with strong work ethics and a positive attitude

• Be able to stretch into any area and take ownership of delegated tasks to support team’s goals

• A multi-tasker that can prioritize and manage their time effectively

• Strong team player, with a collaborative nature to be a culture fit for Brookfield

• Maintain a high level of professionalism and integrity

• Appropriate degree in business/accounting/ finance

• Fluent in Mandarin and English

• Outstanding relationship-building, communication, and presentation skills

• Strong interpersonal and communication skills in dealings with clients and internal stakeholders

• Able to adapt to a fast-changing environment.

• Organized and detail oriented.

• Strong written and verbal communication skills including preparation and delivery of presentations.

• Self-motivated and proactive with respect to managing workload and new business origination

• Experience working in an international organisation and willingness to be flexible with hours as part of a global organisation

• Advanced Excel, PowerPoint

Brookfield is committed to maintaining a Positive Work Environment that is safe and respectful; our shared success depends on it.  Accordingly, we do not tolerate workplace discrimination, violence or harassment.

We are proud to create a diverse environment and are proud to be an equal opportunity employer. We are grateful for your interest in this position, however, only candidates selected for pre-screening will be contacted.