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 Senior 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 be responsible for business development within the wealth management segment, targeting private banks, multi-family offices, and independent wealth advisors. The role will also involve offering a broad range of products, from daily liquidity UCITS funds to closed-end vehicles. 

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: 

Drive and support sales efforts aligned with BOWS' goals in Switzerland and internationally. Coordinate campaigns for existing product offerings. Onboard new products onto distributor platforms. Cross-sell strategically to public market stakeholders. Contribute to the marketing strategy and brand-building initiatives of the firm. Assist in organizing events and other promotional activities. 

Investor Relations: 

Manage investor relationships by providing exceptional client service. Maintain close contact with key decision-makers in the home office. 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. 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 15 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 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 but 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.