Basic information

Job Name:

Associate - IR Global Wealth

Location:

Hong Kong-Henderson

Line of Business:

Investor Relations

Job Function:

Investor Relations

Date:

Friday, September 26, 2025

Position Summary

The position will be based in Hong Kong, and responsible for further developing, building, and fostering relationships with a subset of key prospect and partner firms across Asia. This joint mandate includes managing existing and developing new relationships and fundraising opportunities across the Asian submarkets. The individual will be responsible for identifying new distribution opportunities with global/regional/local banks, Asset Managers, Wealth Managers, Distribution Platforms and Family.

Responsibilities

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

Qualifications

Education & Certificates

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

Professional Experience

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.

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

Company Information

The Carlyle Group (NASDAQ: CG) is a global investment firm with $465 billion of assets under management and more than half of the AUM managed by women, across 652 investment vehicles as of June 30, 2025. 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 27 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 Carlyle AlpInvest - 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.