Location
Zurich - Bahnhofplatz 1
Business - Brookfield Oaktree Wealth Solutions
Brookfield Asset Management, a leading global alternative asset manager, has an exemplary 100+ year history of owning and operating real assets and related businesses. In 2019, Brookfield acquired a majority interest in Oaktree Capital, a leader among global investment managers specializing in credit and other alternative investments. Together, Brookfield and Oaktree share a long-term, value-driven, contrarian investment style, focusing on sectors in which their in-depth operating experience and market knowledge provide a competitive advantage.
Brookfield Oaktree Wealth Solutions is a dedicated business delivering the unparalleled alternative investment expertise of Brookfield and Oaktree to private wealth investors, in partnership with their financial advisors. The business unit is dedicated to effectively supporting the financial intermediary community and bringing timely & unique solutions to market with the individual investor in mind.
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.
Job Description
The Position
Brookfield Oaktree Wealth Solutions is seeking a Client Relationship Manager to join our team in Switzerland.
This is a fantastic opportunity to foster strong client relationships while expanding your product expertise. The successful candidate will partake in business development within the wealth management segment, aiming to maintain regular touchpoints with private bankers, multi-family officers and independent wealth advisors. In addition to our private strategies, the new hire will also be responsible for growing our daily liquidity product franchise across Brookfield and Oaktree.
Success in this role will depend on the candidate’s ability to develop existing client relationships and initiate new ones. Additionally, the candidate will contribute to the broader growth and development of Brookfield Oaktree Wealth Solutions.
This position reports directly to the Country Head.
Responsibilities
Capital Raising:
- Support sales efforts aligned with BOWS' goals in Switzerland and internationally.
- Coordinate campaigns for existing private fund offerings.
- Onboard new public market products onto distributor platforms.
- Contribute to the marketing strategy and brand-building initiatives of the firm.
- Assist in organizing events and other promotional activities.
Investor Relations:
- Support senior business development colleagues and provide exceptional client service.
- Maintain close contact with key asset allocators among private banks and multi-family offices.
- Respond to investor needs and proactively provide market insights.
- Collaborate with internal divisions (Product, Legal, Operations, etc.) to address client inquiries.
- Establish credibility as a specialist and relationship manager for the firm’s investment opportunities.
Product Development & Market Intelligence:
- Develop a strong understanding of Brookfield and Oaktree products.
- Become an ambassador for our daily liquidity product suite.
- Contribute to the marketing strategy and positioning of specific funds and the firm as a whole.
- Provide market intelligence and assist in strategic planning for new product development.
Qualifications & Requirements
- A minimum of 10 years of experience in distribution, with a proven track record of building significant relationships across the wealth management sector in Switzerland.
- Knowledge of adjacent European markets including France, Italy, Germany and the Benelux is an advantage, though not required.
- A self-starter with the ability to work independently to achieve business growth objectives.
- A high-energy individual with the capacity to integrate into a performance-driven, lean team.
- A Bachelor’s degree (or equivalent) in Economics, Finance, or a related field.
- Fluency in Swiss German, French, and Italian is an advantage, though not required.
- Additional professional credentials (e.g., CIMA, CAIA, CFA, MBA) are preferred but not mandatory.
Travel
- Significant travel will be required.
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.
We are proud to create a diverse environment and are proud to be an equal opportunity employer. We are grateful for your interest in this position, however, only candidates selected for pre-screening will be contacted.
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What We Do
Brookfield is invested in long-life, high-quality assets and businesses around the world that form the backbone of the global economy. With over $850 billion in assets under management, and over 100 years’ experience as an owner and operator, we put our own capital to work in virtually every transaction, aligning interests with our partners and investors, and bringing the strengths of our operational expertise, global reach and large-scale capital to bear in everything we do. To learn more about our global businesses spanning renewable power and transition, infrastructure, real estate, private equity and credit, please visit www.brookfield.com. Phishing and Fraudulent Websites Warning Please be aware of the misuse of the Brookfield name and brand by individuals and groups fraudulently publishing fake websites and engaging in “phishing” scams that seek personal or confidential information from potential job candidates. This includes the posting of fake Brookfield job offers on LinkedIn and other career sites. You can find more details on what to look out for and how to report potentially fraudulent activity at https://www.brookfield.com/web-fraud-and-phishing-warning.
