VP, Client Service, APAC, Brookfield Oaktree Wealth Solutions

Job Description

The Client Services Lead,APAC will be responsible forexecuting client service initiativesfor BOWS International with a dedicated focus on the APAC region. The role will primarily support the APAC Sales Teamand Clients to deliver a world-class investor experience. TheClient Service Lead, APAC, will collaborate withcounterparts 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 rolewill 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 and 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

10-15+years of experience with a focus in one or more of the following areas : client service, investor servicing, investor relations

Experience working with private funds and / or semi-liquid funds and / orpublic 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

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

Strong verbal and written communication skills with a clear ability to effectively coordinate with a wide variety of professionals at all levels and departments within and outside of the organization