Impress employers and recruiters.
Choose from hundreds of resume examples.

Target Resume Now

Tailor your resume to this Associate/Assistant Vice President, Brookfield Private Wealth role.

Rezi rewrites your resume against Brookfield Asset Management's job description. Free.

Resume score gauge reading 58 out of 100

Don't guess if your resume is good enough.

See how it scores against the Associate/Assistant Vice President, Brookfield Private Wealth posting at Brookfield Asset Management — free, in seconds.

About the Role

Brookfield is seeking a versatile and all-rounded sales support person to drive and manage the wealth management sales support function across Australia. The role will encompass the day-to-day management of existing client and prospective accounts whilst contributing to overall regional business and strategic priorities. The role will represent across Brookfield’s investment platform, including our private funds, daily liquid public securities capabilities, and semi-liquid vehicles.

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 RFP/diligence processes, client onboarding and prospecting, marketing and launch activities, and ongoing servicing support
Collaborate and communicate effectively with all functional teams within BPW including Marketing, Operations, Legal & Compliance, and Product Strategy
Strive to become a knowledgeable resource on all aspects of the investment industry, competitors, and products available in the alternative & private market
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 production boarding
Provide ongoing diligence support for key stakeholders including private wealth firms, asset consultants, IFAs, platforms and research houses
Work effectively with offshore diligence management teams on stakeholder workflow items
Maintain a high degree of proficiency in investor servicing matters and regular client communication
Collaborate with functional teams and service providers to ensure clients’ requests and questions get addressed timely and properly
Formulate and manage visitor’s meeting schedules, coordinate client meetings, investment manager/speaker roadshows, initiate sales activities and client prospecting
Formulate and effectively disseminate PMRs (Pre-Meeting Reports) for investor roadshows
Organize and manage all aspects of investor roadshows as well as ad-hoc client engagements
Assist the team to manage all aspects of the sales life cycle, manage salesforce, prepare meeting materials
Liaise with Project Management Team (“PMT”) and Business Group Investor Relations to coordinate responses to incoming Investor Relations requests
Oversee client communications to ensure all LP’s receive annual/quarterly reports and other important communication
Coordinate roadshows, conferences and investor meetings with respective Project Management and Marketing Teams
Work to originate new client investment activity and marketing of funds
Research and support CRMs to implement client outreach plans
Collect data, information and news on clients/prospects within respective territory
Conduct detailed research and analysis, leveraging market data and other sources to create targeted prospective investor lists for new fund strategies
Prepare marketing material and investment updates for existing and prospective investors
Coordinate regular calls with APAC regional team members
Assist in daily communication both internally and externally to enhance Business Development activities
Maintain Brookfield’s internal CRM system (Salesforce) – ensuring current records and CRM activity is up to date
Coordinate, log, track and monitor client queries and requests to ensure timely and complete responses

Requirements

Solid financial product knowledge, and experience in alternatives is a plus
Great attention to detail
Responsible person with a strong work ethic
Able to stretch into any area and take ownership of delegated tasks to support the team’s goals
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
Familiarity with markets, securities, investment strategies and the relevant regulatory framework
Strong communication skills
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
Willing to be flexible with hours as part of a global organization

Skills

Investment and markets acumen
Ability to develop rapport and trust with internal stakeholders and external clients
Demonstrated ability to write effectively
Strong communication and presentation skills
Deep knowledge and understanding of Australian private wealth landscape
Proven track record in working with cross-functional teams
Highly motivated and results driven
High level of attention to detail
Commitment to excellence
Self-motivated
High level of integrity and ethics
Strong organizational skills
Ability to multi-task
Ability to prioritize
Ability to collaborate across geographically disperse teams in a fast-paced environment
Energetic communicator
Ability to create excitement and sense of urgency to act
Strong workflow and project management skills
Fluent in English
Solid technical skill
Investment product knowledge
Investments and Financial market acumen
Strong interpersonal and communication skills
Adaptability to fast-paced environment
Organized
Detailed-oriented
Strong written and verbal communication skills
Presentation skills
Proactive
Professional development interest
Teamwork
Collaboration
International work experience
Flexibility with work hours

Location

Sydney

Work Type

Full-time

Experience Level

Assistant Vice President / Associate
At least 4-6 years’ experience in client servicing roles for private wealth/intermediary sales channels

Education Level

Appropriate degree in business/accounting/ finance

About the Company

Brookfield is one of the world's largest alternative asset managers, with a 100+ year heritage of owning and operating assets and businesses that form the backbone of the global economy.
Through its broad platform, the firm offers investment strategies across real estate, infrastructure, renewable power and transition, private equity, and credit.
Brookfield's private wealth team extends these capabilities to intermediaries worldwide, partnering with financial advisors to provide institutional-quality investment opportunities and differentiated insights that support long-term objectives.
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.

Equal Opportunity

Brookfield is committed to maintaining a Positive Work Environment that is safe and respectful; our shared success depends on it. We do not tolerate workplace discrimination, violence or harassment. We are proud to be an Equal Opportunity Employer and make employment decisions based on qualifications, merit and business needs, without regard to any characteristic protected by applicable law. Applicant information is collected and handled in accordance with our Applicant Privacy Notice.