Wealth Sales AVP/Associate – Australia

Brookfield Investment Management Australia Pty Ltd

Sydney

On-site

AUD 140,000 - 210,000

Full time

3 days ago

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Job summary

Brookfield Investment Management Australia Pty Ltd in Sydney seeks an Assistant Vice President / Associate to lead and support the wealth management sales support function across Australia. You will manage existing client and prospective accounts, coordinate RFPs, onboarding, marketing launches, and ongoing servicing with cross-functional teams.

The role emphasizes exceptional communication, investment product knowledge, and the ability to collaborate with sales, marketing, investments, product

Qualifications

Solid financial product knowledge and experience in alternatives.
Degree in business/accounting/finance.
Strong communication and presentation skills.
Experience in private wealth/intermediary sales channels is a plus.

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 RFPs, onboarding and onboarding.
Coordinate with Marketing, Operations, Legal & Compliance, and Product Strategy to meet goals.
Maintain broker/dealer and client communications and respond to investor relations requests.

Skills

Financial product knowledge

Client servicing

Communication skills

CRM Salesforce

Team collaboration

English fluency

Education

Degree in business/accounting/finance

Tools

Salesforce

Job description

The role emphasizes exceptional communication, investment product knowledge, and the ability to collaborate with sales, marketing, investments, product

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