Associate/Assistant Vice President, Brookfield Private Wealth

Private Wealth; Sydney; On-site; AUD 180,000 - 240,000; Full time

Job summary

Brookfield Private Wealth in Sydney is seeking an Associate Vice President / Assistant Vice President to join the Sydney office. The role focuses on sales support for the wealth management platform across Australia, managing existing client accounts and prospective clients, onboarding, and coordinating marketing and product initiatives.

You will collaborate with Marketing, Operations, Legal & Compliance, and Product Strategy, travel domestically as needed, and build relationships with banks,

Qualifications

• Solid financial product knowledge and investment market awareness.
• Strong interpersonal and written/verbal communication skills.
• Experience in client servicing for private wealth/intermediary channels.
• Ability to multi-task, prioritize and work across a global organization.

Responsibilities

• Provide sales support for Brookfield Private Wealth across Australia.
• Manage day-to-day client accounts and prospective clients including onboarding and servicing.
• Coordinate marketing activities, product launches and due diligence with cross-functional teams.
• Maintain Salesforce CRM and ensure timely responses to investor inquiries.

Skills

Financial products knowledge

Attention to detail

Multi-tasking

Team player

Communication skills

Client servicing

International collaboration

Tools

Salesforce

Job description

Associate/Assistant Vice President, Brookfield Private Wealth

Brookfield is one of the world's largest alternative asset managers, with a 100+ year heritage of owning and operating assets and businesses that from the backbone of the global economy. Through its broad platform, the firm offers investment strategies across real estate, infrastructure, renewable power and transition, private equity, and credit.

Brookfield's private wealth team extends these capabilities to intermediaries worldwide, partnering with financial advisors to provide institutional-quality investment opportunities and differentiated insights that support long-term objectives.

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

We are seeking an Assistant Vice President / Associate to join the Brookfield Sydney office. Brookfield is seeking a versatile and all-rounded sales support person to drive and manage the wealth management sales support function across Australia. The role will encompass the day-to-day management of existing client and prospective accounts whilst contributing to overall regional business and strategic priorities.

The role will represent across Brookfield's investment platform, including our private funds (close and open-ended), daily liquid public securities capabilities, and semi-liquid vehicles.

JOB PURPOSE:

This role will focus on providing timely support to the BPW Australia Sales team across all matters related to local fund-raising initiatives within the region.

Responsibilities include:

• Initiate and support new relationships within private banks, and wealth management firms across Australia
• Oversee day-to-day management of client accounts and prospective clients, including but not limited to:
• client onboarding and prospecting,
• marketing and launch activities, and
• ongoing servicing support.
• Collaborate and communicate effectively with all functional teams within BPW including Marketing, Operations, Legal & Compliance, and Product Strategy to ensure smooth coordination and completion of our strategy and business goals
• Strive to become a knowledgeable resource on all aspects of the investment industry, competitors, and products available in the alternative & private market
• The role is based in Sydney, with the potential to travel across Australia for work related purposes
• Investment and markets acumen, ideally with a depth of experience in fixed income and private markets
• Ability to develop rapport and trust with internal stakeholders and external clients
• Demonstrated ability to write effectively and strong communication and presentation skills
• Deep knowledge and understanding of Australian private wealth landscape
• Proven track record in working with cross-functional teams, e.g., partnering with sales, marketing, investments, product strategy, and compliance at all levels
• Highly motivated and results driven with a high level of attention to detail as well as commitment to excellence
• Self-motivated with a high level of integrity and ethics
• Strong organizational skills: ability to multi-task, prioritize and collaborate across geographically disperse teams in a fast-paced environment
• Energetic communicator with the ability to create excitement and sense of urgency to act
• Identify business opportunities, collect market intelligence, build new relationships with junior clients /prospects, collect competitor information
• Assist product due diligence, put together product analysis, and thought leadership to assist client’s production boarding
• Providing ongoing diligence support for key stakeholders including, private wealth firms, asset consultants, IFAs, platforms and research houses. Working effectively with offshore diligence management teams on stakeholder workflow items
• High degree of proficiency in investor servicing matters and regular client communication.
• Collaborate with functional teams and service providers to ensure clients’ requests and questions get addressed timely and properly, e.g. with marketing, investment, legal, compliance, PMT, etc.
• Formulate and manage visitor’s meeting schedules, coordinate client meetings, investment manager/speaker roadshows, initiate sales activities and client prospecting.
• Ability to formulate and effectively disseminate PMRs (Pre-Meeting Reports) for investor roadshows.
• Ability to organize and manage all aspects of investor roadshows as well as ad-hoc client engagements
• Strong workflow and project management skills
• Assist the team to manage all aspects of the sales life cycle, manage salesforce, prepare meeting materials, etc.
• Liaise with Project Management Team ("PMT") and Business Group Investor Relations to coordinate responses to incoming Investor Relations requests from both existing and prospective investors
• Oversee client communications to ensure all LP's receive annual/quarterly reports and other important communication
• Coordinate roadshows, conferences and investor meetings with respective Project Management and Marketing Teams in conjunction with senior CRMs
• Work to originate new client investment activity and marketing of funds
• Research and support CRMs to implement client outreach plans.
• Collect data, information and news on clients/prospects within respective territory
• Detailed research and analysis, leveraging market data and other sources with the aim to create targeted prospective investor lists for new fund strategies
• Prepare marketing material and investment updates for existing and prospective investors in conjunction with Project Management Teams
• Coordinate regular calls with APAC regional team members
• Assist in daily communication both internally (investor relations and project management teams) and externally (prospects and investors) in an effort to enhance Business Development activities:
• Maintaining Brookfield's internal CRM system (Salesforce) – ensuring current records and CRM activity is up to date
• Coordinate, log, track and monitor client queries and requests to ensure timely and complete responses
• Key contacts the individual will have on an ongoing basis:
• Internal - Brookfield Employees, Oaktree Employees Brookfield Wealth Solutions Group, Investor Relations, Project Management teams, Marketing, Legal, Product and Compliance
• External - Clients, (Banks, Independent Wealth Managers, Securities Firms, Asset Managers)

Qualifications / Experience Required:

• Solid financial product knowledge, and experience in alternatives is a plus great attention to detail
• Responsible person with a strong work ethic
• Be able to stretch into any area and take ownership of delegated tasks to support the team’s goals
• A multi-tasker that is able to prioritize and manage their time effectively
• Team player, culture fit for Brookfield; Maintain a high level of professionalism and integrity
• At least 4-6 years’ experience in client servicing roles for private wealth/intermediary sales channels
• Familiarity with markets, securities, investment strategies and the relevant regulatory framework
• Solid technical skill and investment product knowledge.
• Investments and Financial market acumen
• Strong interpersonal and communication skills in dealings with clients and internal stakeholders
• Able to adapt to fast-paced environment, organized and detailed-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
• Interested in developing professional and technical skills
• Team player, collaborative and experienced working in an international organization and willing to be flexible with hours as part of a global organization

Brookfield is committed to maintaining a Positive Work Environment that is safe and respectful; our shared success depends on it. We do not tolerate workplace discrimination, violence or harassment. We are proud to be an Equal Opportunity Employer and make employment decisions based on qualifications, merit and business needs, without regard to any characteristic protected by applicable law. Applicant information is collected and handled in accordance with our Applicant Privacy Notice.