Checking job availability...
Original
Simplified
- Achieve key Performance Metrics set forth by the Head of Asia Private Wealth. Primary responsibility is to drive sales to achieve annual growth and fundraising goals for Carlyle Private Wealth
- Develop, build and foster relationships with key stakeholders at partner firms - Responsible for key relationships at partner firms and developing a deep understanding of our client's needs. This includes products, structures, fees and industry trends
- Develop and manage relationships with Centers of Influence (COI) at all our key wealth management clients and prospects while maintaining a long-term business perspective and a consultative approach
- Actively prospect existing and emerging firms to enhance Carlyle's distribution partner list
- Create tailored client deliverables to promote the Firm's capabilities
- Work with various internal teams (Central Investor Relations, Legal, Compliance, Fund Management, Tax, Accounting, etc.) to ensure client needs are met
- Participate in client meetings to present the Firm's funds, products and capabilities
- Track and monitor key business metrics across the footprint
- Assist in the development sales strategy and product launch plans for the Asia
- Focus on cultivating, prospecting and increasing Carlyle products across Family Office communities in Asian Key markets
- When applicable, attend industry functions, such as association events and conferences, and provide information on market and creative trends
- Execute on KPIs and Objectives & Key Results (OKRs) - These will be developed by CPW leadership and shared broadly with Carlyle senior management
- Bachelor's degree with outstanding academic background.
- Having or pursuing the CAIA designation is advantageous.
- Required regulatory licenses in Singapore.
- At least 2-5 years of financial services industry experience with a focus on alternatives sales origination.
- Strong network of relationships and fundraising experiences with Greater China & Southeast Asia and Australia markets.
- Excellent sales, communication, organizational and leadership skills including strong aptitude for interfacing with executives at our partner firms.
- Demonstrable ability to work collaboratively within the regional sales team.
- Strong work ethic.
- Curiosity and a willingness to learn.
- Chinese language skills
- Achieve key Performance Metrics set forth by the Head of Asia Private Wealth. Primary responsibility is to drive sales to achieve annual growth and fundraising goals for Carlyle Private Wealth
- Develop, build and foster relationships with key stakeholders at partner firms - Responsible for key relationships at partner firms and developing a deep understanding of our client's needs. This includes products, structures, fees and industry trends
- Develop and manage relationships with Centers of Influence (COI) at all our key wealth management clients and prospects while maintaining a long-term business perspective and a consultative approach
- Actively prospect existing and emerging firms to enhance Carlyle's distribution partner list
- Create tailored client deliverables to promote the Firm's capabilities
- Work with various internal teams (Central Investor Relations, Legal, Compliance, Fund Management, Tax, Accounting, etc.) to ensure client needs are met
- Participate in client meetings to present the Firm's funds, products and capabilities
- Track and monitor key business metrics across the footprint
- Assist in the development sales strategy and product launch plans for the Asia
- Focus on cultivating, prospecting and increasing Carlyle products across Family Office communities in Asian Key markets
- When applicable, attend industry functions, such as association events and conferences, and provide information on market and creative trends
- Execute on KPIs and Objectives & Key Results (OKRs) - These will be developed by CPW leadership and shared broadly with Carlyle senior management
- Bachelor's degree with outstanding academic background.
- Having or pursuing the CAIA designation is advantageous.
- Required regulatory licenses in Singapore.
- At least 2-5 years of financial services industry experience with a focus on alternatives sales origination.
- Strong network of relationships and fundraising experiences with Greater China & Southeast Asia and Australia markets.
- Excellent sales, communication, organizational and leadership skills including strong aptitude for interfacing with executives at our partner firms.
- Demonstrable ability to work collaboratively within the regional sales team.
- Strong work ethic.
- Curiosity and a willingness to learn.
- Chinese language skills