客户解决方案,东南亚 - 助理
Client Solutions, Southeast Asia - Associate
**职位描述**
iCapital Network 正在寻找一名高级专员加入亚太地区国际客户解决方案团队,以支持 iCapital 在该地区的国际扩张战略的发展和执行。
在此职位中,您将支持与私人银行、财富管理公司之间的关系管理和业务发展活动。iCapital 快速的国际扩张为经验丰富的专业人士提供了加入快节奏、高速成长环境的机会。
**职责**
- 支持与东南亚地区私人银行、财富管理公司和家族办公室的关系管理与增长。
- 通过识别加深与 iCapital 平台和解决方案互动的机会,协助提供咨询式的客户体验。
- 协调和支持内部项目,帮助制定流程、跟踪工具和运营框架。
- 准备客户演示文稿、报告和分析,以支持业务发展和关系管理活动。
- 深入了解私募市场和另类投资,并能有效地向客户和合作伙伴传达 iCapital 的解决方案和能力。
- 与跨职能团队合作,包括产品、运营、法律、合规和基金管理部门,以支持基金发行和战略计划。
- 收集并分享市场情报,包括竞争动态、投资者趋势和客户反馈,与内部利益相关者共享。
- 管理日常客户请求和跟进,确保及时执行和高标准的客户服务。
- 支持关系经理识别客户扩展、平台采用率提升和更深入客户互动的机会。
- 与全球客户解决方案同事合作,参与与客户开发、覆盖策略和最佳实践相关的计划。
**任职要求**
- 相关领域的扎实学术背景
- 3年以上资产或财富管理行业的工作经验,有成功开发和管理客户关系的记录是必须条件。
- 具备私募股权和/或其他私募市场资产类别的充分经验,对分销模式有理解者优先考虑。
- 以企业家精神管理项目的思维方式,具备出色的解决问题和分析能力
- 出色的演示和
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**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](https://www.icapitalnetwork.com/about-us) Twitter: @icapitalnetwork | LinkedIn: [https://www.linkedin.com/company/icapital-network-inc](https://www.linkedin.com/company/icapital-network-inc)