Associate/Assistant Vice President, Brookfield Private Wealth
Core
Drive and manage wealth management sales support functions across Australia, supporting local fund-raising initiatives and client servicing for Brookfield's private wealth platform.
Role type
Associate/Assistant Vice President, Private Wealth Sales Support
Builds
Institutional-quality investment opportunities and differentiated insights for intermediaries worldwide
Domain
Private Wealth / Alternative Investments
Deliverable
client delivery
Required skills
client account management, RFP/diligence processes, client onboarding, prospecting, marketing launch activities, investor servicing, CRM management, roadshow coordination, market research, cross-functional collaboration
Preferred skills
fixed income and private markets experience, Australian private wealth landscape knowledge, thought leadership creation
Technologies
Salesforce
Responsibilities
Initiate and support new relationships with private banks and wealth management firms; oversee day-to-day management of client and prospective accounts; coordinate investor roadshows and client meetings; maintain CRM records and track client queries; prepare marketing materials and investment updates; conduct market research to create targeted investor lists; collaborate with internal teams on due diligence and compliance matters.
Seniority
Mid-Senior, hands-on IC