Associate/Assistant Vice President, Client Services Relationship Management (Korea)

Brookfield; Hong Kong; On-site; HKD 600,000 - 800,000; Full time

Job summary

Brookfield is seeking a Client Services Relationship Manager in Hong Kong to support client engagement and fundraising efforts. This role will focus on managing relationships with institutional clients in Korea, ensuring exceptional service through effective communication and reporting.

The ideal candidate will have 3–9 years of experience in financial services, be bilingual in Korean and English, and possess a deep understanding of the investment landscape. A Bachelor's degree is required, with an MBA or CFA preferred.

Qualifications

• 3–9 years of relevant experience in financial services or investment management.
• Proven ability to handle client interactions directly and resolve issues.
• Holding an SFC Paper 1 licence, or the ability to acquire it rapidly.

Responsibilities

• Manage client relationships and deliver services to institutional investors.
• Coordinate communication and reporting for effective client engagement.
• Lead investment due diligence and sales enablement activities.

Skills

Bilingual communication skills (Korean and English)

Understanding of Korea's institutional credit investment landscape

Client relationship management

Organisational and time management skills

Problem-solving skills

Education

Bachelor's Degree

MBA or CFA

Job description

Location

Hong Kong - 8 Finance Street, Two IFC, 61/F, Suites 6109-12

Job Description

Role Overview

The Client Services Relationship Manager will join Brookfield’s Global Client Group team in Hong Kong to support institutional client engagement and fundraising in Korea across the Oaktree product suite. The role involves coordinating communication, onboarding, reporting, and diligence activities to deliver an exceptional client experience for Korean investors.

Scope and Responsibilities

Client Servicing and Relationship Management

• Partner closely with Relationship Managers to manage client relationships and deliver exceptional services to institutional investors and third‑party advisors in Korea.
• Act as a trusted, responsive point of contact for day‑to‑day client needs and inquiries.
• Monitor client activity and proactively identify opportunities to deepen engagement and strengthen satisfaction and retention.
• Build strong relationships with operational and investment teams to provide tailored service and highlight Brookfield’s capabilities.
• Serve as first escalation point for client issues, driving swift resolution in partnership with internal teams.
• Organise and lead client review, due diligence meetings, and investor conferences, managing preparation and follow‑through on deliverables.
• Oversee the end‑to‑end client onboarding process, coordinating documentation, reporting requirements, communication, and digital access.

Sales and Due Diligence

• Collaborate with Client Services Relationship Managers and Relationship Managers to lead or support all aspects of investment due diligence and sales enablement for Korean institutional clients.
• Understand clients’ investment goals, portfolio allocations, manager line‑ups, and new search activity.
• Coordinate RFP responses, data requests, and proposal materials with accuracy and consistency aligned to Korean client standards.
• Work closely with internal partners—Product Management, Legal, Compliance, and Operations—to maintain effective communication between Hong Kong and global offices.
• Assist with presentations and proposals for cross‑strategy, multi‑strategy, and strategic partnership opportunities.
• Stay informed on Korean investors’ evolving investment themes, portfolio structures, and market trends.
• Contribute to projects that elevate the client experience and improve internal processes.

Experience Required

• 3–9 years of relevant experience managing or supporting client relationships in financial services or investment management.
• Superior bilingual communication skills (Korean and English); native Korean speaker preferred.
• Deep understanding of Korea’s institutional credit investment landscape, market practices, investor behaviour, and regulatory considerations.
• Working knowledge of investment products with the ability to expand expertise in Brookfield’s offerings.
• Proven ability to handle client interactions directly and resolve complex issues effectively.
• Strong organisational and time‑management skills; capable of managing multiple workstreams while maintaining high quality standards.
• Holding an SFC Paper 1 licence, or the ability to acquire it in a compressed timeframe.

Personal Attributes

• Poise, confidence, and professionalism to establish relationships and engage team members.
• Excellent oral and written business communication skills, with the ability to explain technical concepts clearly.
• Ability to excel in a demanding, fast‑paced environment while maintaining the highest quality standards.
• Strong integrity, professionalism and dedication to excellence.
• Strong work ethic and the ability to build credibility and gain confidence of others.
• Intellectual curiosity and enthusiasm for investments, with a willingness to learn across a broad range of strategies.

Education

Bachelor’s Degree required; MBA or CFA preferred.

Equal Opportunity

Brookfield is committed to maintaining a positive work environment that is safe and respectful. We do not tolerate workplace discrimination, violence or harassment. Brookfield is proud to be an equal opportunity employer.