Global Wealth Solutions - Investor Relations - Principal
Kohlberg Kravis Roberts
COMPANY OVERVIEW
KKR is a leading global investment firm that offers alternative asset management as well as capital markets and insurance solutions. KKR aims to generate attractive investment returns by following a patient and disciplined investment approach, employing world-class people, and supporting growth in its portfolio companies and communities. KKR sponsors investment funds that invest in private equity, credit and real assets and has strategic partners that manage hedge funds. KKR’s insurance subsidiaries offer retirement, life and reinsurance products under the management of Global Atlantic Financial Group. References to KKR’s investments may include the activities of its sponsored funds and insurance subsidiaries.
KKR is a global investment firm with nearly five decades of investment management experience with ~US$638 billion in AUM as of December 31, 2024. KKR is headquartered in New York and has a presence in 26 cities across four continents – combining local expertise with a global perspective.
KKR globally manages investments across multiple asset classes, including private equity, real assets, and credit strategies. In addition, KKR Capital Markets supports our firm, portfolio companies, and clients by providing tailored capital markets advice and financing solutions. KKR Capstone, with a mission to create value for all of our stakeholders by identifying and delivering sustainable operational performance within KKR portfolio companies, is also an integral part of the firm’s overall approach to value creation. KKR’s Client Solutions team seeks to diversify KKR’s client base to include new investors across all regions and institution types, including a growing focus on individual, private wealth investors.
KKR first established its presence in Asia Pacific in 2005. Since then, KKR has grown to approximately US$80 billion in AUM across all asset classes and strategies, including private equity, infrastructure, real estate, credit, impact, and growth equity. In Asia Pacific, KKR has ~600 executives working across business functions and asset classes with offices in Beijing, Gurugram, Hong Kong, Mumbai, Seoul, Shanghai, Singapore, Sydney, and Tokyo. While nearly all executives are local to their market – and are adept at proprietary sourcing, relationship building, and best practices considerations within their markets – each executive works closely with KKR’s team worldwide to leverage the firm’s experience and expertise.
KKR has a very collaborative culture where an individual’s success is the result of good skills and acumen in the role and ability to leverage the whole firm. They think in terms of “we”, not “I” and we know we are better together than one single person – no matter how skilled that person is. “One Firm,” collaboration, operating with “like and trust” are core to how KKR operates. The person who joins in this role is joining a Client Operations team but also a team of ~4,000 people across the firm and we all work together to support each other in delivering the best of KKR to our companies and clients. They are all on the same team. They operate with one P&L where most places have silos. It’s not for everyone but their one team mindset keeps KKR special and enables them to achieve great things for their clients.
For additional information about KKR & Co. Inc. (NYSE: KKR), please visit KKR’s website at www.kkr.com.
TEAM OVERVIEW
KKR’s Client Operations team owns and operates most dimensions of the client lifecycle. We are responsible for the client interactions, underlying operating models, and overarching strategy related to client onboarding, product onboarding, capital activity, communications, inquiry servicing, offboarding, and more. Our mission is to provide a leading client experience.
We are 60+ professionals committed to delivering exceptional service and building lasting relationships with our clients. Our team is global in every sense of the word – working across all asset classes, products, and geographies – to ensure that our clients have seamless and positive experiences with KKR’s products, services, and people. As such, we work closely with KKR’s Global Client Solutions (“KCS”) and Global Wealth Solutions (“GWS”), Business Operations (Legal, Compliance, Treasury, Tax, Finance, Technology, etc.), and Deal teams.
We are passionate about understanding our clients’ needs, providing leading solutions, and driving client satisfaction. Our team operates in a dynamic environment where problem-solving, communication, and attention to detail are key. We prioritize a culture of empathy, responsiveness, and continuous improvement, where very team member is encouraged to share ideas and contribute to our clients’ success.
POSITION SUMMARY
KKR is seeking to hire a Principal level role working alongside the APAC Global Wealth Solutions sales team (“GWS”) in Japan. The hire will work closely with the Global Head of Wealth Investor Relations within the Client Operations team, assisting in the onboarding and servicing of new and existing platform and client relationships.
The hire will help in the implementation and refinement of onboarding and servicing procedures, ensuring best in class end client experience. The hire will also work closely with the GWS relationship management team and strategic accounts team in their work building out KKR’s wealth business in APAC and leading distribution of all KKR’s investment strategies to intermediaries serving the wealth market across the APAC regions. Intermediaries will include all major wealth platforms, private banks, independent wealth managers and multi-family offices. The hire will have an opportunity to develop both client relationships and product expertise across all asset classes, including private equity, infrastructure, real estate, private and liquid credit strategies. The hire will partner with wealth stakeholders across KKR on marketing efforts, meeting preparation, CRM and reporting requirements, product management, and client specific follow-up requests and projects, in addition to spearheading day-to-day enquiry management for the wealth APAC team.
IDEAL EXPERIENCE
A successful candidate typically will have 7-10 years of industry experience.
RESPONSIBILITIES
- Work closely with the Global Head of Wealth Investor Relations to ensure the APAC end client experience (pre- and post-sale) is seamless
- Work closely with GWS APAC Sales team and Strategic Accounts team through managing onboarding processes for new clients and responding to ad hoc prospective and existing investor queries
- Assist in the overall formalizing and institutionalizing of the client experience across both closed-ended and open-ended KKR offerings; encouraged to help execute ways to improve efficiency and information flow
- Help create and continually improve upon external client reporting, focusing on standardization across our democratized product suite (K-Series) and helping to ensure consistency across GWS business units
- Aid in the creation and automation of internal reporting for the APAC GWS business.
CRITICAL COMPETENCIES FOR SUCCESS
- Strong relationship development skills, including over the phone, with global teams and with individuals of whom work is being requested
- Relevant experience in financial services / investment management
- Client management / onboarding experience
- Positive attitude with a willingness to help out wherever necessary
- Outstanding oral and written communication skills
- Excellent PowerPoint & Excel skills
- Very strong attention to detail
- Team-oriented
- Quick learner with clear intellectual curiosity and self-motivation
- Proven ability to manage multiple demands and projects in a fast-paced work environment, including ability to prioritize time efficiently and handle heavy workloads while remaining attentive to detail
- Maturity, presence, sound judgment, and ability to form and express opinions effectively
- Fluent in English and Japanese
KKR is an equal opportunity employer. Individuals seeking employment are considered without regard to race, color, religion, national origin, age, sex, marital status, ancestry, physical or mental disability, veteran status, sexual orientation, or any other category protected by applicable law.