外資系大手グローバル投資ファンドでの Wealth Solutions Client Service( VP)の求人
求人ID:1439953
更新日:2025/08/22
転職求人情報
職種
Wealth Solutions Client Service
ポジション
Vice President
年収イメージ
年収イメージ:1000万円〜1800万円(経験・能力を考慮の上当社規定により決定)
仕事内容
Job Description
The Client Services Lead, Japan will be responsible for executing client service initiatives for BOWS(Brookfield Oaktree Wealth Solutions)
International with a dedicated focus on the Japanese Market. The role will primarily support the Japanese Sales Team and Clients to deliver a world-class investor experience. The Client Service Lead, Japan, will collaborate with counterparts across the globe including APAC, EMEA and North America. The Client Service Lead, Japan, must become a specialist in both the firm’s organizational structure as well as its
products and strategies. The role will 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 report to the Managing Director and Head of BOWS Investor Relations.
The Client Services Lead, Japan will be responsible for executing client service initiatives for BOWS(Brookfield Oaktree Wealth Solutions)
International with a dedicated focus on the Japanese Market. The role will primarily support the Japanese Sales Team and Clients to deliver a world-class investor experience. The Client Service Lead, Japan, will collaborate with counterparts across the globe including APAC, EMEA and North America. The Client Service Lead, Japan, must become a specialist in both the firm’s organizational structure as well as its
products and strategies. The role will 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 report to the Managing Director and Head of BOWS Investor Relations.
必要スキル
Qualifications & Requirements
10+ years of experience with a focus in one or more of the following areas: client service, investor servicing, investor relations, product in the Japanese wealth market
Experience working with private funds and/or semi-liquid funds and/or public securities
CPA, CA, CFA, CAIA, or progress towards one of these designations is considered an asset
In-depth knowledge of alternative products specifically, 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
10+ years of experience with a focus in one or more of the following areas: client service, investor servicing, investor relations, product in the Japanese wealth market
Experience working with private funds and/or semi-liquid funds and/or public securities
CPA, CA, CFA, CAIA, or progress towards one of these designations is considered an asset
In-depth knowledge of alternative products specifically, 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
就業場所
就業形態
正社員
企業名
カナダ本拠のグローバルマルチアセットファンド
企業概要
100年を超える歴史を持つグローバル投資ファンド。
現在20か国以上で再生可能エネルギー、インフラ施設(港湾、鉄道、高速道路、火力・風力発電所等)、森林、不動産、未公開株式を中心に総額2400億ドル(約25兆円)を超える資産を保有・運用。
現在20か国以上で再生可能エネルギー、インフラ施設(港湾、鉄道、高速道路、火力・風力発電所等)、森林、不動産、未公開株式を中心に総額2400億ドル(約25兆円)を超える資産を保有・運用。
企業PR
業務カテゴリ
組織カテゴリ
備考
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