AVP, Private Wealth Sales & Investor Relations

Brookfield

Sydney

On-site

AUD 120,000 - 170,000

Full time

9 days ago

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Job summary

Brookfield, a leading global alternative asset manager, seeks an Assistant Vice President / Associate to join its Sydney office. The role drives and manages the wealth management sales support function across Australia, handling day-to-day client accounts, onboarding, and cross-functional collaboration.

You will work with private funds, daily liquid securities, and semi-liquid vehicles, contributing to regional priorities.

Qualifications

Solid financial product knowledge and experience in alternatives.
At least 4–6 years’ experience in client servicing roles for private wealth/intermediary sales channels.
Appropriate degree in business/accounting/ finance.
Familiarity with markets, securities, investment strategies and the relevant regulatory framework.

Responsibilities

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 RFP/diligence processes and onboarding.
Coordinate marketing and launch activities and ongoing servicing support.
Collaborate with Marketing, Operations, Legal & Compliance, and Product Strategy for cross-functional goals.
Maintain Brookfield’s CRM system (Salesforce) and ensure records are up to date.
Prepare investor materials and coordinate roadshows and investor meetings.