Job Description
iCapital is seeking an Alternative Investment Specialist to lead the APAC team for a distribution partnership with a large wealth management client. 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 the Head of Client Solutions APAC and the Head of Alternative Investments Distribution at iCapital.Responsibilities:
- Generate alternative investment product sales leads.
- Promote adoption of alternative investments through educational seminars and meetings.
- Provide feedback on market trends to support product launches and marketing strategy.
- Collaborate with the wealth management client's alternative investments team on new fund launches.
- Offer advice on fundraising strategy and support advisors in raising capital.
- Maintain CRM usage.
Qualifications:
- 15+ years of experience in the alternative investment industry.
- Experience working with high-net-worth individuals and their advisors.
- Demonstrated ability to work in a fast-paced environment.
- Strong team player with the ability to manage key stakeholders.
- Preference for candidates with CFA and/or CAIA.
- Good knowledge of securities laws and regulations.
- Fluency in Mandarin/Cantonese strongly preferred.
iCapital offers:
- Opportunity to lead a key distribution partnership in the APAC region.
- A collaborative and entrepreneurial work environment.
- The chance to work with a leading financial technology platform.