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 $176 billion in global client assets invested in 1,433 funds, as of December 2023.
iCapital has been named to the Forbes Fintech 50 for six consecutive years (2018-2023); a three-time selection by Forbes to its list of Best Startup Employers (2021-2023); and a three-time winner of MMI/Barron’s Solutions Provider award (See link below).
About the Role
iCapital is seeking a Client Solutions Specialist to contribute to the development and execution of our international expansion. The candidate will support the business development activities of iCapital in EMEA with a primary focus on fund sales to Wealth Managers. This role will be based in Zurich.
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Responsibilities
- Support the Client Solutions EMEA Global Marketplace team in executing the fund sales strategy to Wealth Managers.
- Deepen existing and build new relationships with Wealth Managers and position iCapital Marketplace funds and actively support their fundraising ambitions within the Wealth Management channel.
- Develop tailored presentations targeted to Wealth Managers to demonstrate iCapital’s value proposition.
- Serve as the relationship manager and deliver an exceptional client experience for our Wealth Manager clients.
Candidate Profile
- 6+ year of experience in a business development / relationship management capacity within an Asset Manager or Wealth Manager.
- Strong understanding for Alternative Investments (hedge funds, private equity, private debt, real estate, infrastructure, secondaries etc.), ideally gained in an investor relations or business development environment.
- Demonstrated client service and project management skills and the ability to manage multiple projects at the same time in a fast-paced environment.
- Strong proficiency in Microsoft Office.
- Excellent verbal and written communication skills.
- Strong appetite to work in a fast-growing, entrepreneurial environment, self-motivated with a hands-on attitude and ability to work independently.
- Ability to effectively cover the EMEA region (incl. some travel).