Alternatives Product Specialist, VP - Milan (f/m/x)
Core
Build, develop, and maintain relationships with internal sales teams to help clients understand alternative investment portfolios, funds, and the broader alternative landscape; design product campaigns and manage client engagements in private markets.
Role type
Senior IC alternatives product specialist (wealth management)
Builds
Bespoke alternative investment solutions and product campaigns for wealthy individuals, entrepreneurs, family offices, and foundations
Domain
Wealth Management / Private Markets / Alternative Investments
Deliverable
product features
Required skills
Alternatives investment industry experience, private markets knowledge, asset class expertise, client relationship management, data analytics, Excel/PowerPoint proficiency
Preferred skills
CFA, CAIA, EIP/EFA certifications, German language proficiency
Technologies
Excel, Word, PowerPoint
Responsibilities
Partner with internal sales (RM/IMs) on alternative portfolios and capital raising; design and drive global product campaigns; manage strategy-specific client engagements in private markets; develop content on asset allocation and risk management; onboard structuring partners; provide after-sales support; manage client and product data analytics
Seniority
Senior, hands-on IC