Key responsibilities include, among others:

• 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

Education & Certificates

• Bachelor’s degree with outstanding academic background.
• Having or pursuing the CAIA designation is advantageous.
• Required regulatory licenses in Hong Kong.

Professional Experience

• At least 7+ years of financial services industry experience with a focus on alternatives sales origination.
• Strong network of relationships and fundraising experiences with Greater China & South East Asian markets.

Competencies and Attributes

• 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.

The Carlyle Group (NASDAQ: CG) is a global investment firm with $441 billion of assets under management and more than half of the AUM managed by women, across 636 investment vehicles as of December 31, 2024. Founded in 1987 in Washington, DC, Carlyle has grown into one of the world's largest and most successful investment firms, with more than 2,300 professionals operating in 29 offices in North America, Europe, the Middle East, Asia and Australia. Carlyle places an emphasis on development, retention and inclusion as supported by our internal processes and seven Employee Resource Groups (ERGs). Carlyle's purpose is to invest wisely and create value on behalf of its investors, which range from public and private pension funds to wealthy individuals and families to sovereign wealth funds, unions and corporations. Carlyle invests across three segments - Global Private Equity, Global Credit and Investment Solutions - and has expertise in various industries, including: aerospace, defense & government services, consumer & retail, energy, financial services, healthcare, industrial, real estate, technology & business services, telecommunications & media and transportation.

At Carlyle, we believe that a wide spectrum of experiences and viewpoints drives performance and success. Our CEO, Harvey Schwartz, has stated that, "To build better businesses and create value for all of our stakeholders, we are focused on assembling leadership teams with the strongest insights from a range of perspectives." We strive to foster an environment where ideas are openly shared and valued. By bringing together teams with varied expertise and approaches, we enjoy a competitive advantage and create a stronger foundation for long-term success.