Client Solutions, Southeast Asia - Associate

iCapital
APAC, Singapore
On-site

Who this role is best for

Geared toward professionals with experience in Wealth Management and a comfort with client relationship development and cross-functional collaboration, based in Singapore with a hybrid work arrangement.

Best fit for

  • Candidates with 3+ years in Wealth Management and a focus on client relationship management
    — “3+ years of solid work experience in the Asset- or Wealth Management industry”
  • Individuals with a strong grasp of private markets and the ability to translate that into client-focused solutions
    — “Develop a strong understanding of private markets and alternative investments”
  • Professionals who thrive in cross-functional environments and have experience in global client development
    — “Collaborate with Client Solutions colleagues globally on initiatives related to client development”

Things to consider

  • Requires in-office presence for four days of the week, with only Friday available for remote work
    — “Employees in this role will work in the office four days, with the flexibility to work remotely one day (Friday)”

How to stand out

  • Demonstrate your ability to deliver consultative client experiences through tailored reports and presentations
    — “Prepare client presentations, reports, and analyses to support business development”
  • Highlight your experience in managing client relationships and expanding platform adoption
    — “Support relationship managers in identifying opportunities for client expansion”
  • Emphasize your proficiency with AI tools and CRM platforms like Salesforce
    — “Familiar with AI tools and modern CRM platforms such as Salesforce”
  • Showcase your ability to gather and analyze market intelligence for internal stakeholders
    — “Gather and share market intelligence, including competitive developments”
Pace · Fast PacedCollaboration · HighAutonomy · MediumDecision Impact · Team

Derived from job-description analysis by Serendipath's career intelligence engine.

What success looks like

  • client expansion
  • platform adoption
Typical background
wealth managementprivate equity

Skills & requirements

Required

Client Relationship ManagementBusiness DevelopmentMarket IntelligenceProject CoordinationClient Engagement

Preferred

Alternative InvestmentsCRM Tools

About the role

Original posting from iCapital via Greenhouse

About the Role

iCapital Network is seeking an Associate for the International Client Solutions Asia Pacific team to contribute to the development and execution of iCapital’s international expansion strategy in the region.

In this role, you will support the relationship management and business development activities of iCapital with a primary focus on Banks/Wealth Managers. iCapital’s rapid international expansion creates an opportunity for a seasoned professional to join a fast-paced, rapid-growth environment. 

Responsibilities

Support the management and growth of relationships with Private Banks, Wealth Managers, and Multi-Family Offices across the Southeast Asia region.

Assist in delivering a consultative client experience by identifying opportunities to deepen engagement across iCapital's platform and solutions.

Coordinate and support internal projects, helping to develop processes, tracking tools, and operating frameworks for the team.

Prepare client presentations, reports, and analyses to support business development and relationship management activities.

Develop a strong understanding of private markets and alternative investments and effectively communicate iCapital's solutions and capabilities to clients and partners.

Partner with cross-functional teams, including product, operations, legal, compliance, and fund management teams, to support fund launches and strategic initiatives.

Gather and share market intelligence, including competitive developments, investor trends, and client feedback, with internal stakeholders.

Manage day-to-day client requests and follow-ups, ensuring timely execution and a high standard of client service.

Support relationship managers in identifying opportunities for client expansion, increased platform adoption, and deeper client engagement.

Collaborate with Client Solutions colleagues globally on initiatives related to client development, coverage strategy, and best practices.

Qualifications

Solid academic credentials in relevant field

 3+ years of solid work experience in the Asset- or Wealth Management industry, with a demonstrated track record in developing and managing client relationships is a must.

Adequate exposure to Private Equity and/or other Private Markets asset classes, and an understanding of the distribution model is highly preferred. 

Entrepreneurial approach to managing projects with excellent problem-solving and analytical skills

Excellent presentation and verbal/written communication skills with demonstrated capabilities to build trust, and strategically manage and influence stakeholders at all levels

Familiar with AI tools and modern CRM platforms such as Salesforce, and comfortable using them to improve productivity, client coverage and reporting

Highly collaborative, and able to think strategically about business opportunities and client management

Ability to work independently with a strong appetite to work in a fast growing, entrepreneurial environment, are self-motivated, with a hands-on attitude

Fluency in English required; ability to speak other Asian languages are a strong asset

We believe the best ideas and innovation happen when we are together. Employees in this role will work in the office four days, with the flexibility to work remotely one day (Friday). 

For additional information on iCapital  please visit https://www.icapital.com/about-us  Twitter: @icapitalnetwork | LinkedIn: https://www.linkedin.com/company/icapital-network-inc

Source: iCapital careers (Greenhouse)

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