Associate, Private Wealth Sales

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 newly created entity serving the global wealth management channel, delivering the strength and expertise of Brookfield and Oaktree across private and public funds. 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



About the role


We are seeking an Associate to join the Brookfield Hong Kong office. Brookfield is seeking a versatile and all-rounded junior sales to drive wealth management sales across Greater China, across both offshore market (HK) and onshore markets (China & Taiwan) and contribute to business 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.


This role will focus on providing timely support to distributors for BOWS products, with a focus on offshore distributors but can also help with onshore business. The candidate will be a sales support who has the potential and interest to grow into a sales person.
Responsibilities include:

• Provide timely support to offshore distributors for BOWS products
• 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 product onboarding
• 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, iCaptal, etc.
• Help to manage visitor's meeting schedules, coordinate client meetings, roadshows, initiate sales activities
• Assist the team to manage all aspects of the sales life cycle, manage salesforce, prepare meeting materials, etc.

About you

• Client-facing experience with wealth management channels in a fast-working environment
• 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
• Interest in client-facing role with the potential to become sales, understand how to collaborate in a global firm
• 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
• Appropriate degree in business/accounting/ finance
• At least 4-6 years experience in sales and client servicing roles for private wealth/intermediary sales channels in Hong Kong / China / Taiwan
• Fluent in Mandarin, Cantonese, and English
• Outstanding relationship-building, communication, and presentation skills
• Solid technical skill and product knowledge.
• 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
• Advanced Excel, PowerPoint

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.