Job Description
iCapital is seeking an Alternative Investment Specialist to support its distribution partnership with a large wealth management client in the APAC region. This role involves working with advisors, relationship managers, investment consultants, product specialists, and third-party asset managers to increase the adoption of alternative investments. The Alternative Investment Specialist will report to both the Head of Client Solutions APAC in Hong Kong and the Head of Alternative Investments Distribution at iCapital in New York.Responsibilities include generating sales leads, educating advisors and clients on alternative investments, providing market feedback, coordinating product launches, and advising asset management partners on fundraising strategies. The role requires travel to meet advisors and clients and attend industry events.
Responsibilities: - Generate alternative investment product sales leads.
- Educate on alternative investments.
- Provide feedback on market trends.
- Coordinate product launches.
- Advise asset management partners.
Requirements: - 8+ years of experience in the alternative investment industry.
- Experience working with high-net-worth individuals and their advisors.
- Ability to work in a fast-paced environment.
- Strong team player.
- CFA and/or CAIA preferred.
- Good knowledge of securities laws and regulations.
- Fluency in Mandarin/Cantonese strongly preferred.
iCapital offers: - Hybrid work model (Monday-Thursday in office, Friday remote).