Senior Associate, Client Relationship Management
9 hours ago
**Location** 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 challenging work assignments and exposure to diverse businesses. **About the role** This role is a Senior Associate level opportunity in the Global Client Group at Brookfield Asset Management with the focus being to support the 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 Asia Pacific, and to maintain existing client relationships. The Senior Associate will work across all asset classes that Brookfield specializes in (Real Estate, Infrastructure, Renewables, Private Equity) and stretch across all parts of the fundraising process (marketing activities, direct client communications, research, client / prospect due diligence). This role will give early exposure to institutional fundraising in the alternatives industry. The responsibilities of the role include: - Supporting all aspects of fund marketing activities, client prospect due diligence and onboarding processes. - Working with CRMs to originate new client investment activity. - Coordinating and attending update meetings with investment teams (prepare pre-meeting reports and appropriate materials, coordinate any follow-up) - Coverage of on-site due diligence meetings with investment teams (prepare pre-meeting reports and appropriate materials, coordinate any follow-up) - Where appropriate, directly communicating with clients to support their due diligence requests. - Maintaining Brookfield's internal CRM system (Salesforce), ensuring that the system is up to date for internal reporting purposes. - Assisting with ad-hoc Business Development activities. - Conducting alternative asset industry research and client-specific research: - Compiling detailed pre-meeting reports for each client meeting involving Brookfield investment professionals - Completing ad-hoc profiles on prospects as needed. - Detailed research and analysis, leveraging market data and other sources, with the aim of creating targeted prospective investor lists for new funds and strategies. - Monitoring industry press for information relating to our respective prospects and competitors. - In conjunction with Communications and Project Management Teams, help coordinate road shows, conferences, and investor meetings. - Assisting with conference/ meeting planning: setup, prepare and co-ordinate with different stakeholders (both within and beyond the organization) - Facilitating broad investor communication initiatives. **About you** - 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 function - Strong understanding of the fundraising process (from early-stage dialogue to process completion) - Demonstrated understanding of the fund subscription processes and key negotiation items. - Demonstrated ability to manage investor meetings as required and to identify cross selling opportunities. - Required understanding of corporate valuations, competitive landscape and positioning of funds - Undergraduate degree with an excellent academic background - Post graduate studies in finance such as CFA, MBA, or CA/CPA a plus. - Strong investment and financial analytical capabilities and investment reporting experience - Highly proficient in Microsoft Office (Word, PowerPoint, and Excel), experience of Salesforce a plus - Team player with positive attitude and pro-active approach to work - Able to develop a strong internal/external network and ability to build relationships and work with professionals around the organization. - Proactively seeks opportunities to get involved in more challenging projects. - Ability to multi-task and work in a very fast-paced and team-oriented environment - Excellent interpersonal, analytical, and creative problem-solving ability - Strong written and verbal communication skills including preparation and delivery of presentations. - Self-motivated individual with a high level of attention to detail 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.
-
Client Relationship Associate
7 days ago
Singapore 33 AUCTION PTE. LTD. Full timeRoles & Responsibilities Client Relationship Associate A client relationship associate is responsible for client relationships before and after the sale process is complete. The candidate handles a variety of queries in person, on the telephone and via emails as they relate to all transactional aspects of bidding, buying, selling and post-sale activities. He...
-
Client Relationship Associate
2 weeks ago
Singapore JCO Management Pte Ltd Full time $36,000 - $48,000 per yearJob DetailsAssist with onboarding new clients and ensuring smooth first interactionsFollow up with clients regularly to address queries and provide supportBuild and maintain strong, long-term client relationshipsSupport engagement activities such as events, workshops and roadshowsMaintain client records and prepare simple reportsRequirementsLocal Polytechnic...
-
Client Relationship Associate
4 days ago
Singapore NYJ Organisation Full time**About the Role**:As a Client Relationship Associate, you’ll be the go-to contact for our clients, supporting them with their needs and ensuring they get the most value from our services. You’ll play a key role in client satisfaction by managing communications, addressing questions, and coordinating with internal teams to keep everything running...
-
Client Relationship Manager
2 days ago
Singapore ALLWIN FUND MANAGEMENT PTE. LTD. Full time**Key Responsibilities**: - Proactively identify and develop relationships with potential Accredited Investors and Institutional Investors, offering investment solutions that align with their financial goals. - Collaborate closely with the Marketing Director and Fund Managers to execute strategic sales plans that meet our existing and potential clients'...
-
Client Relationship Associate
4 days ago
Singapore MAYBANK SINGAPORE LIMITED Full timeClient Relationship Associate sits in the private banking segment to provide for the private wealth. **Responsibilities**: - To provide sales support to the Private Wealth RMs. - To perform and confirm trade execution with clients and to input trades into Avaloq system. - To perform and confirm new TD placements and renewals with clients - Assist with the...
-
Associate Relationship Manager
4 days ago
Singapore Julius Baer Full timeAt Julius Baer, we celebrate and value the individual qualities you bring, enabling you to be impactful, to be entrepreneurial, to be empowered, and to create value beyond wealth. Let’s shape the future of wealth management together. Are you ready to take your career to the next level? Join our prestigious 36-Month Associate Relationship Manager Program,...
-
Client Relationship Associate, APAC
6 days ago
AVIN – Singapore AVEVA Full time $60,000 - $120,000 per yearClient Relationship Associate, APACThis is a great job for someone who has an understanding of the APAC Distribution landscape, including institutional investors in the pension and insurance channel, discretionary fund management and private banking.A bit about the job:We are seeking a motivated and detail-oriented Client Relationship Associate to join our...
-
Financial Relationship Management Associate
6 days ago
Singapore J.S.F Full timeClient Relationship Management: - **Building and Maintaining Relationships**:Associates play a key role in fostering and nurturing strong relationships with existing clients, providing excellent customer service, and addressing their needs and concerns. - **Supporting Relationship Managers**:They work closely with relationship managers to support their...
-
Client Service Associate
1 week ago
Singapore WESTERN ASSET MANAGEMENT COMPANY PTE. LTD. Full timeAs Client Service Associates (CSAs), you are a member of the International Client Service and Marketing Support team and contributes to our mission of not only deliver the best portfolio performance, but also the best service to our clients while maintaining the highest standards of ethics. We are seeking a bright, articulate, and detail-oriented associate...
-
Senior Relationship Manager
6 days ago
Singapore TETSUJIN ASSET MANAGEMENT PTE. LTD. Full time**Relationship Manager We are a newly setup Multi Family Office, whereby we believe employees are our greatest assets. We strive to provide a workplace that embraces a diverse yet inclusive corporate culture and encourages personal development so as to nurture the potential of employees, hence creating true values and provide better support for our...