Alternative Investment Specialist, Senior Vice President

iCapital; Singapore; Hybrid; SGD 150,000 - 250,000; Full time

Job summary

A leading financial technology firm is seeking an Alternative Investment Specialist, Senior Vice President to drive sales and manage relationships in the alternative investment sector. The candidate should have extensive experience in alternative investments and demonstrate exceptional communication and sales skills while working closely with high-net-worth clients and their advisors. This hybrid role offers the opportunity to lead strategic initiatives and engage with top-tier wealth management clients across the region.

Qualifications

• 15+ years in alternative investment industry, ideally as alternatives product specialist.
• Experience with high-net-worth individuals; ability to work in fast-paced environments.
• Preferably possessing CFA and/or CAIA.

Responsibilities

• Generate sales leads through advisor collaboration in alternative investments.
• Work closely with wealth management clients for fund launches and educational seminars.
• Provide market feedback to aid product strategy and management.

Skills

Relationship Management

Sales

Alternative Investment Knowledge

Communication

Influencing Skills

Education

CFA

CAIA

Tools

CRM Systems

Job description

Alternative Investment Specialist, Senior Vice President

iCapital is powering the world’s alternative investment marketplace. Our financial technology platform has transformed how advisors, wealth management firms, asset managers, and banks evaluate and recommend bespoke public and private market strategies for their high-net-worth clients. iCapital services approximately $232 billion in global client assets invested in 1,907 funds, as of April 2025.

iCapital has been named to the Forbes Fintech 50 for seven consecutive years (2018-2024); a three-time selection by Forbes to its list of Best Startup Employers (2021-2023); and a four-time winner of MMI/Barron’s Solutions Provider award (See link below).

About the Role

iCapital is hiring an Alternative Investment Specialist to be the APAC team lead 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 3 rd 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 3 rd party asset managers, client events and corresponding follow-up.
• Work in close partnership with 3 rd 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

• 15+ 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.

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