Client Relationship Manager

11 hours ago

Sydney, New South Wales, Australia OakTree Full time

Oaktree, a global investment manager specializing in alternative investments, seeks an experienced Client Relationship Manager to join its team. With $192 billion in assets under management, the firm emphasizes an opportunistic, value-oriented, and risk-controlled approach to investments.

We are committed to fostering a collaborative, inclusive, and diverse work environment that encourages growth and development. Our Client Relations Department plays a vital role in delivering exceptional service and communication to clients worldwide.

The successful candidate will have 5-9 years of experience managing client relationships and servicing clients, with a solid understanding of Australian investors and market regulations. They will also possess excellent communication skills, both written and verbal, and be able to interact directly with clients to resolve potential issues.

Key responsibilities include:

  • Partnerships with Marketing representatives to manage client relationships and act as primary point of contact for servicing large institutional relationships.
  • Responsibilities include responding to inquiries, determining proactive ways to increase client engagement, and serving as a point of escalation for client issues.
  • Overseeing client onboarding activities, organizing and leading client review and diligence meetings, and partnering closely with Marketing (sales) to lead or support the Investment Due Diligence (IDD) process.

Estimated salary: $120,000 - $180,000 per year, depending on experience. Oaktree offers a competitive compensation package, including benefits and opportunities for professional growth and development. If you are a results-driven professional with a passion for investments and client relations, we encourage you to apply for this exciting opportunity.

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