Associate Vice President, Private Capital Markets, East Asia Group

Greybrook Realty Partners

Greybrook is a leading Toronto-based private equity firm with a core focus on real estate development. We have invested equity in over 110 residential and commercial real estate projects with an estimated completion value exceeding $40 billion. We actively manage investments in collaboration with our top tier developer partners on behalf of individual and institutional investors in 30+ countries globally. Additionally, with roots in health care, Greybrook has pioneered and invested its proprietary capital in several commercial-stage healthcare and healthcare service related businesses, acting as a catalyst for long-term growth.

Overview of Position

The Associate Vice President, Private Capital Markets, East Asia Group is a licensed Dealing Representative. This is predominantly a client management role with a primary purpose to proactively grow and retain business from a select group of investors. This person must be bilingual (English and Mandarin).

The AVP is responsible for client service by managing existing relationships, building new relationships through strategic initiatives, and ensuring the investment process is handled with care and professionalism. They are expected to be knowledgeable about Greybrook product offerings, the investor subscription process, the EMD compliance regulations and requirements, and must have the ability to effectively assess investor suitability. They must exhibit a willingness to learn, be self-motivated and outgoing and should have effective communication (in English and Mandarin), organizational, and interpersonal skills.

• Build and maintain strong relationships with prospective and current investors with a focus on client service.
• Develop and implement strategies to increase the investor network, and scope of service for existing and potential investors.
• Have overview discussions with new and prospective investors to explain investment process, structuring, returns, risk and other relevant factors.
• Maintain a deep understanding and technical knowledge of offerings in order to provide the best solutions for Investors.
• Exhibit an understanding of portfolio theory.
• Clearly communicate Greybrook offerings and assist investors in understanding all subscription documentation, funding requirements, and post-close activities.
• Maintain up to date investor files and information on the appropriate systems and CRM software.
• Assist in various marketing efforts such as creating investor presentations, webinars, and educational materials.
• Ensure a high level of client service by:
• Responding to investor requests, inquiries, and concerns promptly and efficiently
• Providing sound and appropriate advice to meet the investor’s objectives
• Adhering to all firm and regulatory policies by remaining up to date with all regulatory rules and activities as it relates to transactions and ensuring that investor interactions are accurately documented.

• At least 4 years of financial services or real estate investment sales experience, in a client facing capacity with a proven track record in developing and growing a profitable client services business.
• Experience working with retail clients in financial services, with a strong focus on relationship management and compliance.
• Background in financial markets, private equity, real estate investment, or wealth management, with an understanding of investment products and regulatory frameworks.
• Post-Secondary education.
• Must be fluent in Mandarin Chinese.
• Proficient in Microsoft Office Suite.
• Experience with Salesforce is an asset, but not mandatory.
• Effective verbal and written communications skills in English and Mandarin.
• Strong sense of ownership, responsibility, and accountability.
• Highly organized, hard working and energetic.
• Positive attitude and resilient.

We are committed to hiring the most qualified candidates while fostering a diverse, equitable, and inclusive workplace. We welcome applicants of all backgrounds and ensure equal consideration for employment, regardless of gender, ethnicity, origin, sexual orientation, disability, or socioeconomic status.

If you require any accommodations during the recruitment and selection process, please let us know. We will make every effort to provide a seamless and accessible experience.