Location
Hong Kong - 8 Finance Street, Two IFC, 57/F, Suites 5712-13
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
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 (“BOWS”) is a dedicated business delivering the unparalleled alternative investment expertise of Brookfield and Oaktree to private wealth investors, in partnership with their financial advisors. BOWS 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
The Vice President, Client Service will be responsible for executing client service initiatives for BOWS International with a dedicated focus on the APAC. The role will primarily support the APAC Sales Team and Clients to deliver a world-class investor experience. The Vice President will collaborate with counterparts across the globe including EMEA and North America. The Client Service Lead, APAC, must become a specialist in both the firm’s organizational structure as well as its products and strategies. The role will be responsible for interacting with external parties including private wealth clients and service providers and coordinating and collaborating with internal Brookfield and Oaktree fund teams and departments, interacting with all levels of the organization. The successful candidate must be resourceful, organized, proactive, detail-oriented, have a strong ability to problem-solve, multi-task, and be a team player. The role will be report to the Managing Director, Head of BOWS Investor Relations.
Key Responsibilities
- Own the execution of key client service initiatives in APAC
- Work closely with sales professionals in the region to provide day-to-day support in managing existing client relationships and building new relationships with prospective clients, including but not limited to, due diligence, onboarding processes, client engagement activities, ongoing servicing support and stakeholder management
- Collaborate and communicate effectively with other functional teams within BOWS, including Marketing, Legal, Product, and Operations
- Collaborate and communicate effectively with various functions within the sponsor organizations (Brookfield and Oaktree) and fund teams including, Product Specialists, Finance, Operations, Tax, and Legal
Qualifications & Requirements
- 10+ years of experience with a focus in one or more of the following areas: client service, investor servicing, investor relations
- Experience working within a wealth distribution business
- Experience working with private funds and/or semi-liquid funds and/or public securities
- CPA, CA, CFA, CAIA, or progress towards one of these designations is considered an asset
- In-depth knowledge of real estate, infrastructure, private equity, or credit is preferred
- Team player who demonstrates a commitment to shared success above any personal accomplishment or recognition
- Exceptional verbal and written communication skills in both Mandarin and English
- Highly motivated, proactive self-starter with the ability to work both independently as well as collaboratively in a fast paced, global environment
- Excellent organizational skills and ability to handle pressure effectively to successfully manage multiple high-priority initiatives simultaneously while maintaining the highest standards of work product and adhering to stringent deadlines
- Experience working with third party service providers including administrators, custodians, auditors, and transfer agents is an asset
- Detail-oriented
- Exceptional work ethic and intellectual curiosity
- Positive, can-do attitude, exhibiting humility, professionalism and patience
- Analytic and strategic thinker with the ability to assess complex situations, make effective recommendations and oversee projects through completion
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.