Lead Client Relationship Associate
16 hours ago
We are seeking an exceptional individual to join our Global Client Group as a Lead Client Relationship Associate. This role is a Senior Associate level opportunity with a focus on supporting senior client relationship managers (CRMs) in their goal to raise capital for the Brookfield Global Client Group, with a specific focus on institutional investors in South Asia & Taiwan, and to maintain existing client relationships.
About the Role:- Support all aspects of fund marketing activities, client prospect due diligence, and onboarding processes.
- Work with CRMs to originate new client investment activity.
- Coordinate and attend update meetings with investment teams, preparing pre-meeting reports and materials, and coordinating follow-up.
- Coverage of on-site due diligence meetings with investment teams, preparing pre-meeting reports and materials, and coordinating follow-up.
- Directly communicate with clients to support their due diligence requests, where appropriate.
- Maintain Brookfield's internal CRM system (Salesforce), ensuring it is up to date for internal reporting purposes.
- Assist with ad-hoc Business Development activities.
- Conduct alternative asset industry research and client-specific research.
- Compile detailed pre-meeting reports for each client meeting involving Brookfield investment professionals.
- Complete ad-hoc profiles on prospects as needed.
- Detailed research and analysis, leveraging market data and other sources, to create targeted prospective investor lists for new funds and strategies.
- Monitor industry press for information relating to our respective prospects and competitors.
- Help coordinate road shows, conferences, and investor meetings, in conjunction with Communications and Project Management Teams.
- Assist with conference/meeting planning: setup, preparation, and coordination with various stakeholders within and beyond the organization.
- Bachelor's degree in finance, economics, business management, marketing, communications, or other relevant discipline.
- Fluency in Mandarin would be an advantage.
- 5-7 years of experience in private equity investments (LP or GP), fund marketing, due diligence, sales, client services, or other fundraising or client functions.
- Strong understanding of the fundraising process, from early-stage dialogue to completion.
- Demonstrated understanding of fund subscription processes and key negotiation items.
- Demonstrated ability to manage investor meetings as required and identify cross-selling opportunities.
- Required understanding of corporate valuations, competitive landscape, and positioning of funds.
- Undergraduate degree with an excellent academic background.
- Postgraduate studies in finance, such as CFA, MBA, or CA/CPA, would be a plus.
- Strong investment and financial analytical capabilities and investment reporting experience.
- Highly proficient in Microsoft Office (Word, PowerPoint, and Excel) and experienced in Salesforce.
- Team player with a positive attitude and proactive approach to work.
- Able to develop a strong internal/external network and build relationships with professionals across the organization.
- Proactively seeks opportunities to get involved in more challenging projects.
- Ability to multitask and work in a fast-paced, team-oriented environment.
- Excellent interpersonal, analytical, and creative problem-solving skills.
- Strong written and verbal communication skills, including presentation preparation and delivery.
- Self-motivated individual with a high level of attention to detail.
- This role offers a highly competitive salary, estimated to be around $120,000 - $150,000 per annum, depending on experience.
- A comprehensive benefits package, including medical, dental, and vision insurance, 401(k) matching, and paid time off.
- The opportunity to work with a dynamic team in a fast-paced, global environment.
- A collaborative and supportive culture that fosters growth and development.
- Professional development opportunities, including training and education programs.
We are proud to offer a diverse and inclusive work environment that values equality, respect, and fairness. Our commitment to diversity and inclusion extends to our hiring practices, and we welcome applications from individuals from all backgrounds.
-
Strategic Client Relationship Associate
16 hours ago
Singapore JAC Recruitment Full timeAbout This RoleWe are seeking a highly skilled Strategic Client Relationship Associate to join our team at JAC Recruitment.Job SummaryThis role involves managing client relationships, handling administrative tasks, and ensuring efficient transaction processing and client service. The ideal candidate will have a strong understanding of the bank's products and...
-
Singapore Brookfield Asset Management, Inc Full timeAbout the RoleThis is an exciting opportunity to join the Global Client Group at Brookfield Asset Management as an Associate. The successful candidate will support senior client relationship managers in building new relationships and maintaining existing ones with institutional investors in South Asia & Taiwan. The role will involve working across various...
-
Associate, Client Relationship Management
3 months ago
Singapore Brookfield Asset Management, Inc Full timeLocation Collyer Quay Centre - 16 Collyer Quay, #19-00 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...
-
Senior associate, client relationship management
2 weeks ago
Singapore Brookfield Singapore Pte Ltd Full timeSenior Associate, Client Relationship Management Location: Collyer Quay Centre - 16 Collyer Quay, #19-00, Singapore 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...
-
Senior Client Relationship Manager
4 weeks ago
Singapore Oliver James Associates Full timeSenior Client Relationship ManagerWe are seeking a highly experienced Senior Client Relationship Manager to join our team at Oliver James Associates. As a key member of our client services team, you will be responsible for managing large MNC clients and driving client retention.Key Responsibilities:Manage allocated large MNC clients effectivelyAct as main...
-
Client Relationship Manager
1 day ago
Singapore GLG Full timeWe are seeking an ambitious and results-driven Client Relationship Manager to support GLG's business in SEA, in Singapore office. With a strong focus on building relationships and delivering exceptional client experiences, this role is perfect for individuals who thrive in fast-paced environments.As a Client Relationship Manager at GLG, you will be...
-
Lead of Private Banking Client Relationships
1 week ago
Singapore GreenLane Full timeReporting to PB Management, this role will lead the Private Banking Client Relationship team with the following key responsibilities: • Develop and expand the customer base while enhancing Private Banking products and services to achieve the department’s business objectives, ensuring full compliance with the bank’s policies and procedures. • Maintain...
-
Senior Associate, Client Relationship Management
3 months ago
Singapore Brookfield Asset Management, Inc Full timeLocation Collyer Quay Centre - 16 Collyer Quay, #19-00 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...
-
Singapore GreenLane Full timeAt GreenLane, we are seeking a seasoned professional to lead our Private Banking Client Relationship team. Key responsibilities include: • Developing and expanding the customer base while enhancing Private Banking products and services to achieve the department's business objectives, ensuring full compliance with the bank's policies and procedures. •...
-
Singapore Brookfield Asset Management, Inc Full timeAbout the RoleThis is a Senior Associate level opportunity in the Global Client Group at Brookfield Asset Management. The successful candidate will support senior client relationship managers in their goal to raise capital for the Brookfield Global Client Group, with a focus on institutional investors in South Asia & Taiwan, and maintain existing client...
-
Singapore Brookfield Asset Management, Inc Full timeAbout the RoleThis is a Senior Associate level opportunity in the Global Client Group at Brookfield Asset Management. The successful candidate will support senior client relationship managers in their goal to raise capital for the Brookfield Global Client Group, with a focus on institutional investors in South Asia & Taiwan, and maintain existing client...
-
Client Solutions Associate
4 weeks ago
Singapore FactSet Research Systems, Inc. Full timeAbout FactSetFactSet is a leading provider of financial data and software solutions for investment professionals. Our mission is to empower our clients to make informed investment decisions by providing instant access to financial data and analytics.Our CultureWe value diversity, inclusivity, and collaboration. Our team is dedicated to fostering a globally...
-
Relationship associate
2 weeks ago
Singapore BNY Mellon Full timeOverview Bring your ideas. Make history. BNY Mellon offers an exciting array of future-forward careers at the intersection of business, finance, and technology. We are one of the world's top asset management and banking firms that manages trillions of dollars in assets, custody and/or administration. Known as the "bank of banks" - 97% of the world's...
-
Singapore GreenLane Full timeLead of Private Banking Client Relationships Join a leading banking institution as the Lead of Private Banking Client Relationships, where you will play a pivotal role in shaping and expanding the exclusive client portfolio. This dynamic position involves leading a team of Relationship Managers, driving the development of premium Private Banking services,...
-
Associate relationship manager, priority clients
2 weeks ago
Singapore Standard Chartered Full timeJob Description RESPONSIBILITIES The purpose of the role is toMaximize new business/acquisition/referral opportunities and deepen existing customer relationships to the specified service standards for the Priority Clients segment.Implementation And Oversight Of The Below Individual Responsibilities Conduct a professional, consultative financial analysis and...
-
Client relationship manager
3 weeks ago
Singapore SHIELDMASTER PTE. LTD. Full timeRoles & ResponsibilitiesKey Responsibilities:Client Management: Manage and further improve relationship with current existing accounts.Client Acquisition: Identify and qualify leads, prospect new clients Consultative Selling: Understand clients’ business challenges and objectives to effectively position our professional services and propose tailored...
-
Client Relationship Director
1 day ago
Singapore SS&C Technologies Holdings Full timeJob DescriptionOversee Client RelationshipsWe are seeking a Client Relationship Director to own and proactively manage a portfolio of key client relationships for SS&C Technologies Holdings. The ideal candidate will ensure all service levels meet or exceed client expectations, building trusted relationships with clients' key contacts and capturing client...
-
Client Solutions Associate
3 weeks ago
Singapore FactSet Research Systems, Inc. Full timeClient Solutions AssociateAt FactSet, we're looking for a talented Client Solutions Associate to join our team. As a Client Solutions Associate, you will be responsible for providing exceptional client service and support to our clients. You will work closely with our clients to understand their needs and provide tailored solutions to meet their...
-
Head, pb client relationship
2 weeks ago
Singapore UPPER SPRING CONSULTING PTE. LTD. Full timeWe are representing our client, an established multi-national bank, to look for a Head of Private Banking ("PB") Client Relationship to lead the PB Relationship Managers and Assistant Relationship Managers in Singapore Branch.Job Description Lead the PB Client Relationship Team. Develop customer base, enhance PB products and services to meet the department...
-
Singapore eFinancialCareers Full timeA key role in our team is available for a skilled Client Services Associate/Asst Relationship Manager to provide exceptional service to high net worth clients & investors, maintaining a high standard of service quality in all work and output.Supporting the Client Advisers to deliver excellent service to clients, ensuring a high standard of service quality in...
