At a Glance
- Tasks: Drive alternative investment sales and collaborate with advisors to boost client engagement.
- Company: Join iCapital, a leading fintech transforming alternative investments for high-net-worth clients.
- Benefits: Enjoy flexible remote work on Fridays and a dynamic office culture from Monday to Thursday.
- Why this job: Be part of a top-rated company recognised for innovation and impact in the finance sector.
- Qualifications: 8+ years in alternative investments with strong sales and relationship management skills required.
- Other info: Regional travel may be necessary; knowledge of German is a plus.
The predicted salary is between 72000 - 108000 £ per year.
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.
About the Role
iCapital is hiring an Alternative Investment Specialist EMEA for iCapital’s distribution partnership with one of its large wealth management clients. This individual will jointly report to the Head of Client Solutions EMEA based in Zurich and the Head of Alternative Investments Distribution at iCapital based in New York. This individual will be responsible for working with advisors, relationship managers, investment consultants, product specialists and third-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 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 as 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 third-party asset managers, client events and corresponding follow-up.
- Work in close partnership with third-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.
- Maintain a strong discipline of CRM usage and 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 and 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.
- Travel to meet advisors and their clients, where applicable across the region, and attend conferences and events as required.
- CFA and/or CAIA certified, and candidates are preferred.
- Knowledge of applicable securities laws and regulations is required.
- Local securities qualifications may be required depending on employee location and client need.
- Regional language skills are a plus, especially German.
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.
Alternative Investment Specialist - Assistant Vice President / Vice President London, England employer: iCapital
Contact Detail:
iCapital Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Alternative Investment Specialist - Assistant Vice President / Vice President London, England
✨Tip Number 1
Network actively within the alternative investment community. Attend industry conferences, seminars, and local meetups to connect with professionals who can provide insights and potentially refer you to opportunities at iCapital.
✨Tip Number 2
Familiarise yourself with iCapital's products and services. Understanding their unique offerings will allow you to engage in meaningful conversations with current employees and demonstrate your genuine interest during networking events.
✨Tip Number 3
Leverage social media platforms like LinkedIn to follow iCapital and its key personnel. Engage with their content by commenting or sharing insights, which can help you get noticed and build rapport with decision-makers.
✨Tip Number 4
Prepare for informational interviews with current or former employees of iCapital. This will not only give you insider knowledge about the company culture and expectations but also help you establish connections that could lead to job referrals.
We think you need these skills to ace Alternative Investment Specialist - Assistant Vice President / Vice President London, England
Some tips for your application 🫡
Understand the Role: Before applying, make sure you fully understand the responsibilities and qualifications required for the Alternative Investment Specialist position. Tailor your application to highlight relevant experience in alternative investments and client management.
Craft a Compelling CV: Your CV should clearly showcase your 8+ years of experience in the alternative investment industry. Emphasise your achievements in sales, relationship management, and any relevant certifications like CFA or CAIA.
Write a Strong Cover Letter: In your cover letter, express your passion for alternative investments and how your background aligns with iCapital's mission. Mention specific examples of how you've successfully worked with high-net-worth clients and advisors.
Highlight Relevant Skills: Make sure to highlight key skills such as communication, influencing, and teamwork in your application. These are crucial for the role and will help demonstrate your fit for the position.
How to prepare for a job interview at iCapital
✨Know Your Alternatives
Make sure you have a solid understanding of alternative investments, including private equity, hedge funds, and real assets. Be prepared to discuss their merits and how they can benefit high-net-worth clients.
✨Showcase Your Relationship Skills
This role requires exceptional relationship management skills. Prepare examples of how you've successfully built and maintained relationships with advisors and clients in the past.
✨Demonstrate Sales Acumen
Be ready to discuss your sales experience, particularly in the context of alternative investments. Highlight any successful strategies you've employed to generate leads and close deals.
✨Stay Updated on Market Trends
Research current market trends and client appetites for alternative investments. Being able to provide insights during the interview will show your proactive approach and industry knowledge.