About the Role
iCapital is hiring an Alternative Investment Specialist APAC for iCapital’s distribution partnership with one of its large wealth management clients. This individual will jointly report to the Head of Client Solutions APAC based in Hong Kong and the Head of Alternative Investments Distribution at iCapital based in New York and be responsible for working with advisors, relationship managers, investment consultants, product specialists and 3rd party asset managers to grow alternative investment adoption. This role requires an experienced investment professional with alternative investment knowledge, exceptional relationship management, communication & influencing skills and strong sales experience.
Responsibilities
- Generate alternative investment product sales leads by supporting and collaborating with a network of advisors at our wealth management client.
- Be an expert on the merits of alternative investments (private equity, private credit, real assets, hedge funds) and promote adoption of alternative investments offerings across our client’s wealth platform in the form of educational seminars as well as meetings with advisors and clients, where required.
- Provide feedback on market trends and client appetite to support product launches and marketing strategy.
- Work closely with our wealth management clients’ alternative investments team on new fund launches including organization and coordination of product launch calls with advisors, roadshows with 3rd party asset managers, client events and corresponding follow-up.
- Work in close partnership with 3rd party asset management partners by offering advice on fundraising strategy and story building for their funds, and supporting the advisors to raise capital for offerings.
- Travel is required to meet advisors and their clients, where applicable across the region, and attend conferences and events as required.
- Maintain a strong discipline of CRM usage/maintenance (e.g., activity, advisor profiles, pipeline capture).
Qualifications
- 8+ years of experience working within the alternative investment industry in a client facing capacity, ideally in a global wealth management organization as alternatives product specialist.
- Thorough experience and track record in working with high-net worth individuals and their advisors, and in supporting them in the promotion/distribution of private equity, private credit, real asset and hedge fund offerings.
- Demonstrated ability to work in a fast-paced entrepreneurial environment and follow a rigorous sales process.
- Strong team player and ability to effectively manage key stakeholders at iCapital and at our wealth management client and its regional offices.
- Preference given to candidates with CFA and/or CAIA.
- Good knowledge of applicable securities laws and regulations required.
- Local securities qualifications may be required depending on employee location and client need.
- Fluency in Mandarin/Cantonese strongly preferred.
We believe the best ideas and innovation happen when we are together. Employees in this role will work in the office Monday-Thursday, with the flexibility to work remotely on Friday.
For additional information on iCapital, please visit https://www.icapitalnetwork.com/about-us Twitter: @icapitalnetwork | LinkedIn: https://www.linkedin.com/company/icapital-network-inc Awards Disclaimer: https://www.icapitalnetwork.com/about-us/recognition/
iCapital Compensation & Benefits Highlights
The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about iCapital and has not been reviewed or approved by iCapital.
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Healthcare Strength — Healthcare coverage is generous, with heavily subsidized medical, 100% employer‑paid dental and vision, and access to virtual mental health and telemedicine. These provisions are described as adding meaningful value beyond base salary.
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Leave & Time Off Breadth — Unlimited PTO and unlimited sick time, plus paid holidays and volunteer time, provide broad flexibility for time away. This breadth of leave supports work‑life balance and family needs.
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Parental & Family Support — Paid parental leave and family‑friendly resources (such as a mother’s room) are part of the package. These supports contribute to a family‑friendly environment and enhance overall total rewards.
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What We Do
Powering the World’s Alternative Investment Marketplace. Part innovator, part educator, and part navigator of the alternatives industry, iCapital offers intuitive, scalable digital solutions that have transformed how private market and hedge fund investments are bought and sold. With iCapital, financial advisors, wealth managers, and asset managers around the world now have access to everything they need to deliver the return and diversification potential of alternatives to high-net-worth investors.
Why Work With Us
iCapital is a technology-driven cutting edge firm with an entrepreneurial spirit. You'll have the opportunity to make important contributions as part of a dynamic team where you can maximize your potential, develop new skills, and help change an industry within an innovative and fast-paced setting.
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